Overview

Private Equity and Mergers & Transactional Products

The complexities and timing of mergers and acquisitions make it difficult to adequately assess and address the risk exposures of the acquisition. HUB will earn your trust and confidence by working to become an extension of your firm’s M&A team. We will represent your firm by providing consultative risk management strategies and insurance contract placements that support your M&A objectives.

HUB’s M&A Transactional Products team understands both mainstream and specialized risk exposures. Our depth of knowledge and experience allows us to design and implement tailor-made solutions unique to each client. Our goal is to provide simple and concise communications and written reports so your managing partners and legal representatives have a clear picture of the overall risks and exposures in any new acquisition.

With established relationships at the highest levels of each of the major market participants, HUB remains at the forefront of M&A transactional insurance products and is committed to providing creative, customized, and timely insurance solutions.

Contact a HUB Specialist today.

Related Coverages

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FAQs

What types of property and casualty due diligence services does HUB offer?

  • Review of current pricing and go-forward budget
  • Review of current insurance program including:
    • Limits and Deductibles
    • Coverage Adequacy
    • Change-In-Control Issues
    • Historical Program Review
    • Carrier Solvency Review
    • Reserve Assessment
    • Collateral Review
    • Review of purchase agreement wording
    • Employee Benefits Due Diligence Services
      • Current pricing and go-forward budget
      • Evaluation of health, welfare and retirement programs
      • Identify under & over funded plans
      • Review of purchase agreement wording

What type of private equity group exposures does HUB provide protection against?

  • Shareholder/Limited Partner Claims
  • Mismanagement
  • Fund Performance
  • Failure to invest in accordance with offering memo
  • Controlling Shareholder Liability
  • Employment Practice Liability
  • Wrongful Termination
  • Discrimination
  • Sexual Harassment
  • Portfolio Company Claims
  • Wash-Out Transactions (dilution)
  • Conflict of Interest (usurpation)
  • Outside Directorship Coverage

What types of Directors & Officers (D&O) Programs for portfolio companies does HUB offer?

  • Portfolio Program Benefits
  • Market Leverage - improved coverage and pricing
  • Certainty and Consistency
  • Blanket Excess Coverage Available
  • Run-Off Issues
  • Fiduciary Liability
  • Learn More About D&O Insurance

What types of transactional coverages does HUB offer?

  • Reps & Warranties Coverage: Designed to cover loss caused by a misrepresentation made to a buyer AND to replace or reduce indemnification requirements.
  • Tax Liability Insurance: Designed to cover potential liability resulting from an adverse ruling disallowing a tax position.
  • Litigation Buyout Insurance: Designed to cap loss associated with existing litigation that may jeopardize a transaction.
  • Environmental Insurance: Designed to cap loss associated with environmental issues - known or unknown - that may jeopardize a transaction.

Contact a HUB Specialist today.