M&A Due Diligence

Service Details
Include Below:

We Know The Importance Of Delivering The Best Customer Experience.

Risk Management and Insurance transition planning for the target business. This includes Insurance sourcing and implementation/integration planning that is most advantageous to the client and not necessarily for the broker or insurer. Identification of financial liabilities arising from past exposures and proper insurance policies and risk management programs transfer that exposure. We advise on potential exposures which may carry forward through the transaction.

Identification of loss-sensitive policies or high-retention policies which may create unexpected costs for the buyer post transaction or are not addressed adequately in the PSA. Evaluation of historic insurance, operational safety, and loss/claims record. Support of Purchase and Sale Agreement and Transition Agreement negotiations and evaluate contractual risk-transfer mechanisms, both in place at the target company and as part of the acquisition agreement.

"Your company has provided consistent, high quality, support during the exponential growth we have experienced over the past years"
Here Are Industry Experts Who Can Help You

Thomas Kovatch

Chief Executive Officer


First , Last

Chief Financial Officer


First, Last

Chief Strategy Officer​

Need a personalized solution?

We Know The Importance Of Delivering The Best Customer Experience.