8:30-9:30 a.m

97-D. Navigating M&A: The Critical Role of Insurance

As mergers and acquisitions (M&A) continue to reshape the senior living landscape, organizations need specialized knowledge and tools to navigate these complex transactions. During this session, a representative from LeadingAge Gold Partner EPIC Senior Living will review the M&A due diligence process and highlight the critical role insurance plays in protecting buyers and sellers by uncovering hidden liabilities and ensuring coverage continuity throughout the transaction lifecycle. Whether your organization is expanding, consolidating, or exploring strategic partnerships, this session will help you make informed decisions that safeguard your mission, residents, and financial future.

• Walter Constantine, Vice President, EPIC Senior Living — San Francisco, CA, US
• Tad Melton, Managing Director, Ziegler — Glen Allen, VA
• Brett Landrum, CEO, Procare HR — Minneapolis, MN, US