Products & Services
Solutions to address the risks associated with M&A transactions
Due diligence advisory services are key components of every deal when it comes to getting comfortable with your investment. Skill, experience, and expertise are important considerations when selecting diligence providers.
Upon engagement, our team of dedicated insurance consultants provides in depth and detailed analyses of the target’s insurance program, including: total cost of risk modeling, review of retained versus transferred risks, and claims examination. Our team can project insurance pricing going forward and propose recommended strategies to mitigate risk within the first 100 days post-closing. Our team of dedicated health & welfare consultants can assess the current benefit plan offerings, review policies and procedures, and provide insight into industry tailwinds and what to expect on a post-closing basis. We conduct a thorough compliance review to ensure there are no unforeseen penalty costs and assist with establishing a post-closing strategy.
Conducting thorough employee benefits analysis enables private equity firms to gain insights into the health plan risk and competitiveness of a potential acquisition target. This can allow operators to make more informed decisions holistically and drive EBITDA growth post-close.
Property and Casualty
Our business insurance due diligence services focus on identifying deal impactful issues relevant to a financial buyer. Beyond a thorough insurance coverage review, our analysis coordinates with other diligence work streams to provide a comprehensive view of the risk, financial and legal components driving valuation and investment considerations.
Our agency has been Private Equity sponsor-owned since its inception. It’s in our DNA. Our boutique M&A practice works with Private Equity firms of varying sizes all across the country and has performed hundreds of private equity procurement projects across portfolios. In addition to our transactional insurance expertise, we also understand the complexities of Private Equity cross-portfolio spend management and bring a clear and proven approach to Private Equity cost optimization.
Our goal is to maximize investor return through cost reduction activities, strategies, and administrative efficiencies, while establishing ourselves as a valued business partner.
Our Private Equity services include:
- Transactional Insurance Advisor & Broker Services (Rep & Warranty Insurance, Tax Liability, Contingent Liability, etc.)
- Risk Management Analysis
- Portfolio Company Review and Optimization
- Portfolio Purchasing Programs
Mergers & Acquisitions Insurance Blog
The process of procuring Representations and Warranties Insurance (“RWI”) has been significantly impacted by all the same factors that weighed on the M&A market in 2023. For potential acquirers...
Do I need to be concerned about successor liability if I’ve structured my transaction as an asset purchase? Several factors can drive the decision to structure a transaction as a pure asset...
It is common practice for insurance brokers to provide a client or prospective client coverage reviews of a target Company’s insurance program. The reviews are beneficial from a risk management...