Private Equity Solutions (PES)
Our Private Equity Solutions Practice is an experienced, dedicated team concentrating on assessing and insuring the risks and exposures arising from Private Equity driven mergers, acquisitions and other corporate transactions. Combining the due diligence, transaction solutions and environmental functions within one practice increases efficiency and communication during a transaction.

Portfolio Programs
A specialist driven program of group insurance collaboration and consolidation allowing a fund to leverage the collective buying power of their portfolio companies. Typical benefits can be--Reduced costs, Coverage optimization, Consistency of service, Increased management reports and information systems and Increased employee satisfaction. This leads to lower turnover and higher productivity.

Private Equity Solutions - Due Diligence Brochure (PDF)

Consolidation Example - Flyer (PDF)

PES Consultancy/Due Diligence
Specialist consultants are available to conduct a risk and insurance due diligence exercise on the target portfolio of companies to supplement the client's own investigations. By identifying potential areas of exposure, we can assist both vendors and purchasers to plan for future contingencies.

Key areas reviewed include:

• Financial impact of the cost of insurance risk
• Statutory compliance
• Identification and quantification of contingent liabilities
• Accrual evaluation
• Sale & purchase/ successor liability issues
• Appropriateness of a post closing program

Transaction Solutions
The Practice continues to develop the traditional Warranty & Indemnity cover as well as seeking new and innovative ways to mitigate risks arising out of corporate transactions. We provide "tailor-made" policies to incorporate any aspects of the following:

• Warranty & Indemnity (W&I)
• Successor Liability
• Loss Mitigation/Loss Capping
• Prospectus Liability
• Opinion based Contingent Risk
• Corporate Tax Indemnity

Contingency Risk Transfer
The ability of the insurance market to price and transfer low probability, high severity contingent risks can result in the ability to smooth portfolio companies' balance sheets in the lead up to a potential exit. Such issues may include:

• Litigation buy-outs
• Tax opinion indemnity
• Defective/Restrictive title

Environmental Relevance
Environmental problems can and do threaten the viability of transactions. If they slip through the net and the transaction proceeds without the environmental risks being correctly evaluated or addressed, they can significantly reduce the profitability of the acquisition:

• Uncertainty of remediation cost estimates
• 'Unknown' environmental risks
• Liability buy-outs
• Contingency risks