Mergers & Acquisition Solutions
Protecting your balance sheet.
No matter if you're on the front end of a transaction or nearing the sale, there are significant insurance considerations in an ownership transition. Whether private equity, venture capital, or a privately held company, our team of experts will protect your transactions by uncovering financial variables with the potential for impacting the enterprise value. We'll find opportunities to lower the cost of risk, identify shortfalls in the current insurance program, and communicate the future implications of your decisions.
Our experience in numbers
Client Success Stories
Client had Target under LOI in an asset purchase. We identified a legacy pollution exposure that was subsequently addressed in the purchase agreement. Analysis and valuation was done on an open claim with an actively reimbursing pollution policy. The uncovered policy/asset was transferred to the buyer to pay for future expenses along with new coverage being placed for protection against other possible pollution events.
Client had Target under LOI in a stock purchase. During our due diligence review, we discovered Target was administering COBRA internally without documentation and was not in compliance with ACA. This discovery identified an ACA penalty exposure of over $400,000 and an additional $120,000 annual expense to become ACA compliant.
How to stay protected
As experienced agents in the Mergers & Acquisitions sector, we understand the unique exposures you face. We think about the unexpected, so you don't have to.
Meet your Mergers & Acquisitions TeamMeet the entire team
We leverage our extensive carrier relationships to ensure you're protected from the exposures you face in your industry.
- Abuse or Molestation
- Builders Risk
- Data Privacy/Cyber Liability
- Directors & Officers Liability
- Employment Practices Liability
- Fiduciary Liability
- Foreign Coverage
- Inland Marine
- Kidnap & Ransom
- Large Deductible Programs
- Patent Insurance/Intellectual Property
- Product Liability and Recall
- Professional Liability/E&O
- Risk Purchasing Groups
- Self-Insured Programs
- Umbrella/Excess Liability
- Volunteer Accident
- Workers Compensation
Your all-in-one risk transfer team.
Christensen Group has in-house legal to help bridge the gap between the assumption of risk in a purchase agreement to the transfer of risk in an insurance contract. We understand the dynamic of managing expectations and execution for both the private level and the portfolio company management team level. We'll protect your investment.
We know that working with a new insurance agent can be overwhelming, so that's why we put so much emphasis on making sure you're getting value from the very first phone call.
We’re sure you have a bunch of questions and hopefully we’re a good fit, but sometimes things don’t align - and that’s okay. A quick call is usually all we need to help both of us gain clarity around the prospects of working together. Take this first step.
Every business is unique — including yours — and there’s no “easy button” for giving proper guidance. We’ll take a deep dive into your business, your financials, and your exposures — at no cost to you — to provide the expert advice your business deserves.
Similar to prepping your house before selling, we create a custom plan to prep your business for securing the best insurance rates. We’ll work together to identify short, medium, and long-term action items that will help lock in the best rates now and for years to come.
Price & bind
Our thorough understanding of your business, combined with your custom plan, enable us to find the best policy and carrier fit for your business — at the best rates. We go to market - and go to bat - for you.