ACG San Diego BrownBag | Rep and Warranty Insurance 101 – Everything You Never Knew You Needed to Know

Travis has been in the insurance industry for over a decade and has specialized in the executive liability lines of coverage, including Cyber liability. Travis has a vast amount of experience in consulting, negotiating, and placing executive liability programs for public companies, including Fortune 50,500, large private companies, pre-IPO companies, distressed companies, and variety of industries from financial institutions to technology to retail to life sciences.

Prior to joining Alliant in 2018, Travis spent over a decade in sales, operations, and professional athletics. Most recently, he was a Vice President with a global insurance brokerage firm Aon plc. Starting his insurance career in New York City, and slowly working his way back to the western part of the United States. Currently, Travis works as the Western Region Lead of Alliant’s Management & Professional Solutions Group. He remains a student of the craft and constantly seeks best practices to service his clients and potential clients to the highest standards possible. Travis is seasoned in carrier negotiations, data analysis, coverage analysis, and C-suite and board presentations.

Paul helps entrepreneurs and their investors get companies formed, funded, and sold, including initial formation of corporations and LLCs, negotiation of seed, early and mid-stage equity financings and buy and sell-side mergers and acquisitions. He is also adept at venture capital investments, public and private securities offering and compliance and general business counseling. Paul has also counseled some of San Diego’s most successful companies in Securities and Exchange Commission compliance and general corporate governance.

Recognitions:

• Martindale-Hubbell® AV Preeminent Rating Top Lawyers, San Diego magazine, 2015-present
• Leaders in Law finalist, San Diego Business Journal, 2019 and 2020 M&A Advisor of the Year, BNY Mellon, 2016 and 2017
• Best of the Bar, San Diego Business Journal, 2015
• Top Attorney, Corporate Transactional, The Daily Transcript, 2012

Education:

• JD, BYU J. Reuben Clark Law School, cum laude (Law Review Editor), 1996
• MBA (International Finance), Brigham Young University, cum laude, 1996
• BS (International Finance), Brigham Young University, 1992

William Lynch is a Managing Director in the Los Angeles office of Imperial Capital, focusing on Security and Recurring Revenue Industries. Bill has over 22 years of Investment Banking experience, with focus on mergers & acquisitions and strategic advisory. He joined the firm from ProFinance Associates, Inc., where he spent his tenure working security, maritime technology, and high gross margin and repetitive income service businesses. In security and life-safety, he has managed and completed transactions in software, hardware, sensors, recurring revenue monitoring, and integration service businesses. Prior to ProFinance, Bill was in industrial manufacturing, where he led strategic and capital planning, distribution, marketing, and sales with responsibility for the general management of the western United States for the Industrial Gypsum Division of USG Corporation. Bill has a B.S. in Business Administration from Menlo College.

Jessica focuses on mergers and acquisitions and the representation of companies in their formation and organization, debt and equity financings, securities filings, and general corporate matters. She represents public and private companies in a variety of buy-side and sell-side M&A transactions including statutory mergers, stock acquisitions, tender offers, share exchange offers and cross-border acquisitions. Jessica also represents aircraft purchasers and sellers throughout transactions, including assisting buyers in obtaining California sales and use tax exemptions. In addition, Jessica represents pro bono clients, including non-profit corporations, and volunteers her time for non- profit causes.

Recognitions:

• Leaders in Law finalist, San Diego Business Journal, 2020

Education:

• JD, New York University School of Law, 2007
• BS (International Politics), Georgetown University Edmund A. Walsh School of Foreign Service, 2004