Identify risk, increase value
Our due diligence services help you identify exposure and plan for the future, ensuring a successful transaction today.
Our mergers and acquisition practice focuses on helping private equity firms and other investors within the broad, small and middle market segment. We provide risk management and insurance-related pre-closing due diligence for prospective acquisitions, along with post-closing management of their portfolio companies’ programs. This includes risk management, property and casualty insurance, executive protection coverages, and employee benefits.
Our team works closely with all of our clients’ advisers to drive deals. We help them evaluate the current state of each target company’s risk management and insurance programs, and identify any deficiencies that need to be addressed and opportunities to optimize the program to minimize risk and increase EBITDA, thus leading to a more successful transaction.
To accomplish this goal, we focus on a number of areas within a target or portfolio company, including:
We summarize the type and scope of existing risk for your target in a clear fashion that can easily be shared with key players in the transaction.
Indemnifications and ability to transfer risk contractually to others
We evaluate any existing indemnity provisions in company contracts, helping you better understand the amount of liability being undertaken in each transaction.
Structure of current insurance policies including pricing
Our team of professionals provide you with an in-depth review of all lines of coverage to identify any potential gaps or opportunities to improve plan design in order to make sure your policy is as cost-effective as possible.
Benchmarking to industry averages
An accurate view of financial security is critical, so we benchmark losses against industry averages in order to quantify the risk profile of the target company.
Analysis of historical loss data
Our team seeks to give the buyer a clear picture of the assets they are obtaining by developing extremely accurate loss projections, reducing the risk of any surprises in valuation or liability exposures.
Loss prevention measures and safety programs can have a great effect on potential risk, so we provide a comprehensive review and analysis of the effectiveness of these programs and what impact they have on future value.