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Mergers & Acquisitions

Transaction Liability and Tax Insurance

Work with the world’s preeminent transaction liability and tax insurance experts—who brokered the four largest placements ever.

Expertise in Litigation Insurance and Reps and Warranties

Corporations, financial institutions, and high-net-worth individuals use litigation insurance to protect against unexpected litigation exposures, and reduce or eliminate reserves related to those exposures.

 

Our unique team is composed solely of senior brokers—top firm trained attorneys and deal makers—who handle every aspect of the process and provide highly-tailored, “best in class” policies.

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Transaction Liability Insurance Offerings

Our experienced team of representations & warranties insurance brokers skillfully manages transactions by identifying potential issues and ensuring deals close on time with maximum value. Learn more about our RWI offerings: 

Tax insurance is designed to make the insured whole in the event of a successful challenge by a taxing authority by transferring risk of loss to an A-rated insurer. Similar in effect to a private letter ruling, tax insurance brings certainty to taxpayers regarding the treatment of their U.S. federal, state, local, and foreign tax positions.

Our tax insurance specialists advise many of the world’s leading firms, sponsors, and Fortune 500 companies. With a broader scope of services and deep understanding of key tax issues, our expert, market-leading team of tax attorney-brokers have placed more than $30 billion of tax insurance—significantly more than any other brokerage. 

Our market-leading team of litigation attorney-brokers have placed more than $1 billion of litigation insurance in M&A and non-M&A situations.

Litigation insurance is routinely procured to transfer legal exposure out of the M&A deal to an “A” rated carrier. The insurance provides a critical advantage to both sellers and bidders, and enables the deal to proceed without customary escrows and indemnities for an unexpected but potential litigation outcome.

Litigation insurance allows sellers to maximize proceeds at closing and avoid extended escrows. It also enables private equity and strategic buyers to submit more attractive bids in competitive auctions by offering sellers a cleaner exit.

Corporations, financial institutions, and high-net-worth individuals use litigation insurance to protect against unexpected litigation exposures, and reduce or eliminate reserves related to those exposures.

Our suite of litigation products includes:

  • Adverse Judgments/Settlements – A bespoke insurance solution for unexpected liability
  • Adverse Judgments/Settlements & Legal Fees – Covers unforeseen liability and legal fees
  • Judgment Preservation – Hedges against risk that awarded damages will be reversed or reduced on appeal
  • Appellate Non-Reversal – Hedges exposure in the event of non-reversal on appeal