M & A Specialization

Warranty and Indemnity Insurance W&I Insurance
A tool for buyers and sellers to transfer the risk of liability that is created by the warranties and indemnities in an acquisition agreement, to a creditworthy insurance company.
Tax Liability Insurance
Protection from uncertainty regarding the tax treatment relating to a change in ownership of a company, reorganizations, or the historic tax positions taken by a company or its consolidated tax group.
Contingent Liability Insurance
Transfer the risk of actual or potential contingent liability losses to an insurance policy thereby eliminating future financial exposure.
Environmental Liability Insurance
Transfer actual or potential environmental risks to an insurance policy to ring fence future financial exposure.
IPO Liability Insurance
Protect corporate directors, officers, and executives from misrepresentations and other errors made throughout the IPO process
M&A Due Diligence on Insurable Risks
Identify issues that can have a significant impact on the target’s valuation and post-close insurance costs
Portfolio Company Risk Management
Protects value and reduces the chance of embarrassing surprises that could damage fund ROI and tarnish the fund’s reputation.
Fund Level Risk Management
Protects the fund’s founders, directors, officers, and executives from personal liability and preserves the firm’s ROI.
Outsourced Risk and Insurance Management
Protect your fund’s financial performance and reputation.