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

David Beine is a mergers & acquisitions expert, with decades of experience with private equity and strategic operators on both sides of the table. David’s wealth of knowledge makes him the perfect partner for our clients – both those who are selling their businesses, and those who are acquiring businesses.

As the senior manager of M&A Risk Solutions, Abigail Senso supports the M&A team and works with clients to identify and executive risk transfer solutions. Additionally, Abigail has a background in due diligence, market research, and developing financial models.

David Beine

Managing Director of M&A Risk Solutions
Meet David

Abigail Senso

Senior Manager of M&A Risk Solutions
Meet Abigail

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

Two business people talking on a bench outside, looking at laptop, M&A risk solutions

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

M&A risk solutions man on laptop looking at data

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.