Applied expertise.
Strategic advice.
Built for certainty to close.
M3’s M&A Risk Solutions team delivers specialized transactional insurance and risk advisory support for strategic acquirers, private equity firms, and portfolio companies. With deep experience across complex transactions, we help identify, quantify, and transfer risk—so deals move forward with clarity and confidence.
Our team works alongside your legal, financial, and deal advisors to surface exposures early, structure efficient risk transfer solutions, and support informed decision-making before signing and through close.
Built for the realities of modern transactions.
M&A transactions require more than insurance placement. They demand a clear understanding of how risk impacts valuation, negotiations, and post-close performance.
M3’s M&A Risk Solutions team brings decades of collective experience across legal, in-house, and advisory environments. That perspective allows us to anticipate deal-specific risks, align with legal and financial advisors, and structure efficient risk transfer strategies before signing and through close.
Reducing risk where timing matters most.
Certainty is critical to closing transactions on time. By identifying and addressing risk early, M3 helps reduce friction between buyers, sellers, insurers, and advisors. Our team structures creative, efficient risk transfer strategies that protect value, support negotiations, and keep transactions moving forward with confidence.
Comprehensive support across the transaction lifecycle.
M3 offers a full suite of transactional insurance products and advisory services designed to support acquisitions, add-on integrations, and long-term portfolio strategy. Our risk solutions include:
- Representations & Warranties Insurance (RWI)
- D&O and Management Liability
- Tax Liability Insurance
- Contingent Risk and Litigation Insurance
- Claims-made tail endorsements
- Intellectual Property Insurance
Insurance Due Diligence.
M3’s M&A insurance due diligence process provides actionable recommendations to manage risk, optimize EBITDA, and support long-term growth.
Property and Casualty
• Carrier capability and financial strength assessment
• Premium benchmarking by industry and geography
• Liability limit benchmarking
Employee Benefits
• Carrier assessment and plan benchmarking
• Plan design optimization and cost efficiency
• Market outlook and forecast
Cyber Liability
• Risk simulation and vulnerability assessment
Additional areas:
• 401(k) and retirement plans
• Key-person life insurance