Private equity and corporate mergers & acquisitions

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Due diligence and transactional services that protect your investment

Protecting the investment of equity and intellectual capital in a venture or merger is a complex task. That’s why our highly skilled insurance advisors work as an extension of your organization’s M&A team to provide best-in-class risk and insurance due diligence services that add value throughout the lifecycle of a deal.

Due diligence

Risk and insurance due diligence lower the level of uncertainty in a transaction. To help buyers obtain a clearer picture of the value of all liabilities and assets being acquired, we:

Emphasize material areas of concern

Identify potential risks or gaps in coverage

Project future costs associated with property and casualty insurance programs

Provide recommendations to assist with strategic action plans for pre‐close and post‐close initiatives

Transactional services

Reviewing policies to identify gaps in coverage and the extent to which policy deductibles or retentions will affect the quality of earnings
Replacing a deficient program with broader coverage or a more optimal program structure
Identifying the potential cost savings or increases in the pro forma insurance expense when improvement to a program is needed

Enhancing an existing insurance program by implementing the recommendations highlighted during due diligence
Providing Representations & Warranties coverage
Identifying new and innovative ways to mitigate risks associated with corporate transactions

Why clients partner with NSM

“We have a long-standing relationship with NSM for both pre-closing diligence and post-closing insurance brokerage services. We have found them to be a trusted member of our advisory team and lean on them for their expertise with our new opportunities and for our existing portfolio companies.”

NewSpring Capital

“Mufson Howe Hunter focuses on mergers, acquisitions and raising private capital for middle-market companies. When it comes to insurance and risk management, we were looking for a team with the expertise, client services orientation and a focus that is compatible with our organization’s culture and our clients.

NSM has done a tremendous job supporting our corporate insurance needs. They have also demonstrated the capabilities to creatively manage transactional due diligence and find strong solutions for representations and warranties coverage.”

Michael J. Mufson

Managing Partner, Mufson Howe Hunter

Private equity and corporate M&A practice

Our highly skilled M&A advisors provide strategic risk and insurance due diligence advisory services to private equity firms and client organizations.

We are here to help

Call us at 800.970.9778 if you need a quote today — or request more information below.