# Open Items Call: SuperCo M&A Update & Insurance Renewal Planning

**March 04, 2026 at 11:00 AM** · 24m 34s

### Bottom Line
The team discussed the ongoing SuperCo acquisition, expecting final valuation negotiations within 1-1.5 weeks, and planned for the upcoming insurance renewal. The renewal strategy will aim to incorporate the acquisition's exposure changes, potentially by extending current policies.

### Key Takeaways
- **SuperCo M&A Status:** Valuation discussions are ongoing, with a goal to finalize negotiations and begin substantive diligence in the next 1-1.5 weeks.
- **Insurance Renewal Strategy:** The team plans to handle potential post-acquisition entity changes by updating insured names at renewal, and may extend current policies to roll new exposures into a single renewal.
- **Current Insurance Metrics:** The blended experience modifier (Xmod) for HDR/Silverco is currently 1.58, and past due invoices are minimal at $145.
- **Work Comp Review:** The team agreed to proceed with a workers' compensation review for a potential acquisition, initially checking the target's Xmod.

### Decisions Made
- Proceed with the workers' compensation review for the acquisition target — *decided by Speaker D and Speaker C*
- Strategy to handle insurance for the M&A: update insured names and potentially extend policies to align renewal with deal close — *driven by Speaker A and agreed by Speaker D*

### Action Items
- [ ] Follow up with Jeff (TPA) for the loss run by 2 PM today if no response. — @Speaker E `high`
- [ ] Pull and review the target company's (Sunset/Hudson Pacific) organizational chart and Xmods for the workers' compensation review. — @Speaker A `medium`
- [ ] Review the shared Google Drive renewal applications and provide follow-up questions to the markets. — @Speaker A `medium`
- [ ] Investigate and resolve the two past due invoices totaling $145. — @Speaker A `medium`
- [ ] Provide thoughts on marketing plans and rates for the upcoming renewal after reviewing shared information. — @Speaker A `medium`

### Topics
SuperCo M&A, Insurance Renewal, Experience Modifier (Xmod), Workers' Compensation Review, Past Due Invoices, Entity Structure

**Sentiment:** neutral

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*Generated by Call Assistant on 2026-04-09 10:10*