M&A and Private Equity Portfolio Solutions

Gallagher M&A and PE Portfolio Solutions (GMAPS) is a team of industry-leading experts delivering integrated insurance, human capital, benefits and transactional risk solutions for clients across every stage of a transaction. Our platform delivers comprehensive risk mitigation, due diligence and transaction support capabilities throughout the deal lifecycle.

Serving both private equity and corporate clients, GMAPS provides the sophisticated, high-touch service of a boutique brokerage while marshalling Gallagher's global reach and unparalleled expertise across more than 28 industry practices and world-class solutions.

M&A risk advisory across the investment lifecycle

M&A deals move fast and so do we. At Gallagher, our GMAPS team helps clients navigate insurance challenges across the entire investment lifecycle, from pre-LOI diligence through post-close integration and value-creation planning.

We specialize in supporting private equity firms, their portfolio companies, corporate strategic buyers and legal counsel, providing tailored guidance for complex risks, compressed timelines and evolving coverage needs. Whether it's securing representations and warranties insurance for an acquisition, helping the C-suite restructure a portfolio company's insurance or human capital program, or delivering analytics that drive better outcomes across a fund, we know how to keep deals moving and stakeholders confident.

Transaction insurance, deal diligence and portfolio solutions

Gallagher's M&A and private equity insurance solutions span transaction execution, due diligence and portfolio management. Our integrated platform brings together specialized insurance solutions, data-driven insights and hands-on advisory support to help you navigate complex deals and maximize value across your investments.

Navigate complex deal risks with specialized transactional insurance solutions designed to protect buyers, sellers and investors. Our team structures coverage that helps mitigate financial exposure, streamline negotiations and keep transactions moving efficiently from signing through closing.

Representations and Warranties Insurance (RWI)
Tax Insurance (transactional and non-transactional applications)
Contingent Risk Insurance
Structured finance solutions (non-payment insurance)
SPAC transaction coverage
Secondary transaction risk solutions

Gain deeper visibility into risk and opportunity with comprehensive diligence and portfolio company advisory. We help identify exposures, optimize cost structures and align insurance and human capital programs to support both immediate deal success and long-term value creation.

Comprehensive human capital and insurance due diligence (buy-side and sell-side)
Risk identification and mitigation
Cost optimization and value creation
Strategic alignment with portfolio goals
Portfolio company onboarding and integration
Ongoing P&C and employee benefit management

Strengthen performance across your portfolio with fund-level risk management and data-driven insights. Our solutions help sponsors monitor trends, improve program efficiency and enhance decision-making through benchmarking, analytics and ongoing portfolio oversight.

General Partners Liability, Errors & Omissions and Directors & Officers insurance
Spend benchmarking and program efficiency scoring
Claims and loss ratio tracking
Portfolio-wide dashboards and reporting tools
Powered by proprietary digital platforms, including Gallagher Drive®

Tax insurance provides financial protection if a tax authority challenges a well-reasoned and supported tax position. Our customized solutions are structured to address defined tax risks within an M&A transaction or as part of broader corporate tax risk management.

Transactional tax risk (M&A)
Renewable energy finance and tax credits
Tax planning and balance sheet protection
Cross-border and international tax issues

A differentiated approach to transaction execution and portfolio strategy

We're the leading insurance advisor to the middle market and our GMAPS platform is built specifically for private equity sponsors, portfolio companies and acquisitive corporates navigating complex, fast-moving transactions.

Most brokers specialize in either transactional execution or portfolio service, but we do both. Our integrated team supports clients before the LOI, after the close and through every stage of the investment lifecycle. We help maintain deal timelines, improve insurance programs and strengthen exit narratives. Our key differentiators include:

Middle-market focus

Our model is designed for the unique pace, complexity and needs of middle-market transactions, combining the agility clients expect with the breadth of capabilities complex transactions demand.

Lifecycle support

We support clients throughout the investment cycle. We execute transactional coverage, design portfolio programs and deliver insights that improve outcomes across assets.

World-class team with boutique service

Our specialists include former underwriters, attorneys, investment professionals, brokers and diligence advisors. Each is focused exclusively on M&A and private equity and will personally work on your behalf.

Deep industry expertise

We bring sector-specific knowledge across more than 28 different industries, enabling us to offer truly tailored guidance. We understand your business as well as the business of your acquisition target.

Global sophistication, local execution

Gallagher's global capabilities and local market presence give us a unique edge. We combine the reach and resources of a global broker with the hands-on support and agility middle-market clients need.

Credibility you can count on

From diligence through exit, clients leverage Gallagher's global platform, specialized transaction expertise and decades of market experience across hundreds of deals and billions in insured value annually.

Clarity and confidence across your investment journey

M&A and private equity strategies continue to evolve, shaped by shifting markets, emerging risks and increasing complexity. With the right perspective, these challenges become opportunities to strengthen outcomes from individual transactions to portfolio-wide performance. Our advisory team brings deep experience across finance, M&A, law, consulting and insurance, delivering hands-on, execution-focused support that helps clients navigate complexity and move forward with clarity, resilience and confidence.

M&A and Private Equity Portfolio Solutions Summary

Strategies for all stages of the investment lifecycle
Resources that flex from local to global
Comprehensive multi-disciplined approach
Boutique-style service delivery from senior team

FAQs

What types of clients does the GMAPS team work with?

We support private equity and private capital sponsors, portfolio company management, corporate development teams and M&A advisors with deal and operational insurance needs. We specialize in the middle market but have the experience and expertise to support transactions and sponsors of all sizes.

We also partner with attorneys, including M&A counsel, corporate lawyers, tax advisors and general counsel, to support clients throughout the transaction lifecycle. We provide a unified platform for transactional insurance, diligence and post-deal servicing, making it easy for lawyers to bring comprehensive solutions to their clients.

How is Gallagher different from other M&A-focused insurance brokers?

We combine transactional expertise with deep industry expertise to ensure the highest quality post-close execution, enabling us to support clients throughout the entire investment lifecycle with a hands-on boutique approach. This structure ensures our clients benefit from a single point of accountability and cohesive strategy that spans deal execution through post-close service.

What technology and analytics capabilities does Gallagher use to support M&A transactions and portfolio companies?

Gallagher leads with a digital strategy by utilizing proprietary technology and analytics to support data driven decision making throughout the M&A lifecycle. Central to this is Gallagher Drive®, our benchmarking and analytics platform that integrates market data, claims history and industry benchmarks. In transactions and during the hold period, Gallagher Drive® helps clients benchmark insurance programs, assess total cost of risk and identify optimization and value creation opportunities across individual deals and entire portfolios.

What is transactional risk insurance and non-payment insurance and when should I consider it?

Transactional risk insurance refers to insurance solutions like representations and warranties insurance, tax insurance and contingent risk policies that help reduce deal risk and increase certainty. Representations and warranties insurance is suitable for most transactions, while tax insurance is used to mitigate identified tax risks in transactions, investments and business decisions. You should engage with Gallagher early, ideally pre-LOI or pre-SPA.

Non-Payment Insurance protects the policyholder from losses caused by the failure and/or refusal of a counterparty to honor its contractual debt obligation. By protecting against the financial consequences of default by a counterparty, whether a borrower, guarantor or other obligated party, our clients can assume credit risk with greater confidence, grow their positions, secure mandates and better manage their capital.

Do I need insurance and human capital due diligence on my transaction?

Yes, both insurance and human capital diligence are critical to fully understanding a target's risk profile and ensuring deal certainty. Insurance diligence identifies gaps, liabilities and structural inefficiencies in the target's program (including coverage, limits and claims history), which can impact valuation and post-close risk. In parallel, human capital diligence provides visibility into benefits costs, workforce risks and opportunities to drive EBITDA improvement.

Together, an integrated approach gives buyers a more complete view of enterprise risk and supports both execution and long-term value creation. Further, a robust due diligence process enables a smoother and more efficient RWI underwriting process by reducing surprises, narrowing exclusions and increasing insurer confidence.

When should I contact Gallagher?

Ideally, as early as possible in your deal process, pre-LOI if feasible. That allows us to align strategy, move quickly and avoid surprises. We're also ready post-close for diligence reviews, analytics and program optimization.

Hunter Davis

Practice Leader, North America

Chicago, IL