M&A Risk Solutions
M3’s M&A Risk Solutions team provides first-in-class mergers & acquisitions (M&A) transactional insurance solutions to a wide array of strategic acquirers, private equity firms, and portfolio companies.
Our expertise and deep knowledge of M&A and transactional risk insurance products ensures a comprehensive understanding of the buyers’ underlying risks along with the ability to effectively and efficiently identify and execute risk transfer solutions before the transaction is signed or closed.
Work with Advisors Who Have Been on Both Sides of the Table
Transactional Risk Products
- Representations & Warranties Insurance (RWI)
- D&O Insurance and other Management Liability
- Tax Liability Insurance
- Contingent Risk or Litigation Insurance
- Claims-made Tail Endorsements
- Intellectual Property Insurance
M&A Due Diligence Expertise
Our M&A due diligence team has vast experience and provides specific, actionable recommendations to help manage risk, optimize EBITDA, and enable target company growth.
- Property & Casualty Liability
- Employee Benefits Costs/Liability
- Cyber Liability
- 401(k) and other Retirement Plans
- Key-Person Life Insurance
Portfolio Risk Management
- Access to market-leading Go Forward Management Liability Program
- Comprehensive suite of insurance solutions and risk management services for platform acquisitions and add-on integration
- Employee Benefits consulting
- 401(k) and other retirement plans consulting
Why M&A Risk Solutions at M3?
We know M&A risk and how to structure effective risk transfer solutions.
Our team has a combined 30+ years’ experience working on complex M&A transactions for a corporate transactional law firm, and as in-house general counsel for strategic buyers and a private equity firm.
We ensure our clients’ transactions are not delayed by the insurance placement process.
We work hard to ensure the overall transaction timeline stays on track by identifying any time-sensitive issues and regularly communicating the transactional insurance process and status to clients and underwriters.
We develop valued relationships.
Our team takes the time to fully understand our clients, their target businesses, and their risk profile so we can effectively advocate for them and obtain optimum pricing and coverage. Our clients trust us to make certain all transactional risk issues are thoroughly covered.
We’re easy to do business with.
We communicate material issues efficiently so clients and underwriters can understand and make informed decisions quickly.
We’re highly organized, proactive, and always thinking ahead.
By working closely with our clients’ stable of professional services partners to identify, quantify, and address risks, we’re able to maximize coverage and streamline the overall process. We consistently exceed our clients’ expectations with our speed and proactive, disciplined execution.