Mergers & Acquisitions

Your M&A Risk partner

We have decades of experience providing our clients with a robust suite of risk management products and services for clients engaged in mergers and acquisitions activity.

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whAT SETS US APART

OUR TEAM

Our dedicated team includes experts both in Private Equity and Venture Capital transactions, along with dedicated support for Transaction Risk and Due Diligence, who focus on our fund clients and their portfolio companies.

UNPARALLELED EXPERTISE

Our colleagues average over 15 years of experience and can provide:

  • Risk Analysis
  • Due Diligence
  • Risk Transfer
  • Proper Program Structure and Competitive Pricing

ON-DEMAND SERVICING

We provide timely 24/7/365 support on:

  • Claims
  • Transaction Support
  • Urgent Portfolio Company Servicing Needs

INDUSTRY RELATIONSHIPS

Long-lasting relationships and dedicated teams at key insurance companies lead to better results.

SENIOR-LEVEL SUPPORT

We provide support at the partner level, responding as an outsourced risk management team.

DETAILED DELIVERABLES

Our deep, on-demand analysis empowers clients to make complex decisions in a timely, educated way.

Our Services

DUE DILIGENCE

Our diligence team works quickly to analyze risk management programs and  insurance policies to help buyers make proactive decisions to reduce risk after an acquisition. While we also strive to identify areas of premium savings, our primary focus is reducing the overall cost of risk. Our goal is to provide more predictability around a few of the variables in financial models.

TRANSACTION LIABILITY

Our dedicated team of transaction liability experts helps negotiate and place policies like rep & warranty, tax liability, and other unique deal specific insurance policies.

INSURANCE PLACEMENT

We take the complexities out of providing superior insurance protection for both funds and their portfolio companies

CONTRACT REVIEW

Risk is transferred from one party to the other contractually on a consistent basis. We review those contracts from an insurance and risk management perspective to provide awareness of assuming or offloading risk when signing a contract with a landlord, subcontractor, or other third party.

PORTFOLIO COMPANY AUDITS AND PROGRAM DESIGN

Risk management and insurance are tools to protect assets under management. Our portfolio company insurance audits identify material weaknesses in coverage design that equate to increased cost of risk. Our results have led to broadened coverage and overall cost reductions for the portfolio companies that we work with.

CYBER RISK ASSESSMENT

We analyze your use of technology and help you quantify the potential financial risk. If there are safeguards we can install to minimize that risk, we will help to implement those.