M & A Due Diligence
To guard against the risk of inadvertently acquiring uninsured liabilities, the due diligence process must include a focused assessment of the seller’s liability exposures and insurance coverage. Important steps include:
Determine the Seller’s potential uninsured liabilities.
Chart the seller’s current and historic insurance policies.
Review the seller’s key contracts for risk transfer provisions.
Ensure all claims or potential claims are covered by seller’s insurance policies
Benefits of Using Us for Your Insurance-Related Due Diligence Needs
We know commercial transaction processes intimately. We have done countless transactions for over 25 years.
Cut through the clutter to what is real and reasonable protection during the frenzy of closing a transaction.
Get quick responses and the right answers to the right questions at the right time!
Get nimble – and organized, services; things change, and so do we…but we don’t lose track of the end goal.
We deliver customized results; whether your project involves a single facility or a large portfolio of multiple entities, we report only what you need, when you need it and within your budget.
We bring expert knowledge to the table and effectively collaborate with legal counsel and deal makers.
We are independent experts without ties to insurance companies or brokers.
Our Transactional Services Include:
Engaging both sides of the transaction in discussions to ensure that the technical details of the insurance, or risk financing needs of the deal, are clearly understood.
Assessing the merits or pitfalls of proposed insurance or risk financing alternatives.
Bringing creativity and peer review to the deal or project, and assisting in the design of the risk financing program.
Exploring answers to questions about collateral protection. For instance,what kinds of liabilities exist from current ground leases that might affect a joint venture’s control of its own insurance and risk financing program?
What are the appropriate concerns when considering alternatives to contractor payment and performance bonds?
Analyzing contracts and collaborating with clients to design effective insurance requirements for ground leases, joint venture agreements, and construction contracts.
Featured Case Study
Due Diligence
We can perform thorough and fast Due Diligence reports for individual companies or Private Equity Clients. We performed a Due Diligence on a tech manufacturing firm and analzed the pollution exposures of the target company. We reviewed the Phase 1 reports and pointed out the pollution issues to the Buyer. We suggested an environmental indemnity be inserted in the Purchase Agreement and worked with the Buyer’s broker to place Pollution Legal Liability coverage in order to protect the Buyer from pre-existing conditions. We were also able to get coverage for an old, former site with very little informaiton
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Whether you're planning a new construction project, navigating a merger or acquisition, or simply looking to optimize your risk management strategy, we're here to help. Our team of experts is ready to provide personalized solutions tailored to your specific needs. Let's discuss how we can support your project and ensure your peace of mind.