Private Equity and M&A Practice

Private Equity and M&A Practice

Reps & Warranties Insurance 

If you work in mergers and acquisitions, you understand how easily transactions can implode.

New information can instantly change a deal’s viability. That’s why it’s crucial to ask questions that result in an accurate and agreed understanding of precisely what you are buying or selling – and that agreement should be safeguarded by Representation & Warranty (RWI) Insurance.

It’s also crucial to have the right coverages in place from Day 1, post-acquisition. The insurance and risk management decisions you make as you prepare for the close will either protect your investment or leave it vulnerable to unexpected claims down the road.

 

Your Bespoke Risk Management Solution

The Heffernan Insurance Brokers (HIB) Private Equity and M&A Practice helps you manage all the risks involved with new deals. We understand what to look for during due diligence, how to transfer transactional risks to insurance products and we possess the resources necessary to provide advice and service to participating companies post-close.

We can also help you manage your existing portfolio risks with a complete suite of insurance, risk management and employee benefit solutions.

 

What to Expect from HIB

Private equity firms and strategic investors have many choices for both enterprise level and transactional liability coverage, however there’s a lot more needed than a handful of insurance policies.

With so much at stake, you need to partner with an experienced, seasoned team that tailors every solution to address your unique exposures. That’s exactly the service you’ll receive from HIB. Count on us for:

  • Deep transactional knowledge and best practice know-how
  • Insights and tools to protect your interests whether you’re buying or selling
  • The flexibility and capability to work on “deal time”
  • A more precise valuation of the target
  • A comprehensive, one-stop solution – from due diligence to close and beyond
  • Smoother, faster post-closing integration
  • The collaboration, listening and customization you expect from a boutique partner (nothing off-the-shelf)

 

Key Merger and Acquisition Insurance Services

Pre-Close Due Diligence to Help You Understand and Anticipate

  • Detailed Review
  • Benchmark Analysis
  • Identification of Hidden Liabilities
  • Comprehensive, Integrated Diligence focused on P&C Insurance and Employee Benefits

Transactional Risk Mitigation to Contain Any Threats

  • RWI
  • Contingent Liability
  • Environmental Liability
  • Tax Liability
  • Litigation Buyout
  • Other Related Services

Post-Close Insurance Strategies to Safeguard Your Portfolio

  • P&C Coverage
  • Employee Benefits
  • Focus on reducing cost while mitigating risk

Insurance Placement Hub to Help You Spend Wisely

  • Leverage the collective buying power of our PE clients, as well as our pool of PE-owned portfolio companies

PE Fund Level Programs so You’re Ready for Anything

  • General Partnership Liability (GPL)
  • Professional Liability/E&O
  • Key person insurance
  • Other Related Services

 

Start a Conversation

To learn more, contact one of our Practice Leaders:

Thomas Kashickey

Thomas Kashickey, Esq.

Managing Director, Private Equity and M&A Practice Leader
D: 657.439.7612
tomk@heffins.com

Robert Jevens

Robert Jevens

Director of Operations, Private Equity and M&A Practice
D: 415.808.1378
robertj@heffins.com