Who we can help
A closer look at your exposure.
Buyers, sellers, investment firms and advisers considering insurance in a merger or acquisition.
Transaction size, diligence, agreement terms and the nature of the target influence suitability. A representations and warranties policy is a specialist product with deal-specific exclusions and underwriting.
What to discuss with your broker
Representations & warranties
Discuss potential protection for specified breaches of representations in the transaction agreement.
Buyer or seller objectives
Clarify who would be insured and how the policy may interact with the negotiated indemnity structure.
Transaction suitability
Review sector, enterprise value, jurisdictions, diligence and proposed retention.
Underwriting timetable
Coordinate insurer review with diligence, signing, closing and required documentation.
These are areas to consider, not a promise of coverage. Options, exclusions, limits and availability depend on the insurer and your circumstances.
Have a useful first conversation.
If available, have the following information ready. Your broker will tell you what is needed for a formal submission.
- Transaction overview, parties, sector and enterprise value
- Draft agreement and proposed indemnity structure
- Due-diligence scope, reports and known issues
- Signing and closing timetable and adviser contacts
A question worth asking
When should transaction insurance be considered?
Raise it early in the transaction process. Insurers need time to assess the deal and diligence; last-minute requests may constrain options. Known issues are not automatically covered.