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Private equity and corporate mergers & acquisitions

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

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.

NSM-Broker-meet-our-team-kyle-mcclellan-360x360@2x

Kyle McClellan

Insurance Advisor
610.808.9604
Email Kyle

NSM-Broker-meet-our-team-rick-french-360x360@2x

Rick French

Insurance Advisor
610.808.9518
Email Rick

We are here to help

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