Equity M&A Insurance and Consulting

Due diligence that mitigates risk

What makes the Gallagher Equity M&A insurance team effective, is our approach to due diligence. Equity investors have complex risks stemming from a myriad of sources, including investors, limited partners, regulatory agencies, portfolio companies and employees. Successful investing requires partners willing and able to help you anticipate and mitigate these risks. Our practice combines the strength of our risk management with our human capital experts to uncover where risks may reside for all types of mergers and acquisitions.

Protecting profitability by managing risk

Our process has aided equity investors in navigating the complex risks associated with investing. Gallagher’s global Equity M&A team and expertise have provided equity insurance and risk management solutions for all types of investors and investment structures.We address exposures during all stages of investment cycle, including:

• Fund protection. We help manage litigation risk through insurance to protect your investments.
• Transaction support. Our due diligence process uncovers exposures and provides risk transfer solutions.
• Portfolio management. We have solutions that accommodate all aspects of management of investments.
• Restructuring and exit. Our team uncovers risk during a period of change for your investments, so you are protected throughout the process.
• Transactional risk solutions. We create risk management solutions that protect the buyer and the seller throughout the transaction.

Risk management for all industries

Our global Equity M&A team works across all sectors including technology and telecommunications, manufacturing and transportation to name a few. Our ability to pivot and contribute across all sectors and sizes of business is due to our global network of committed, knowledgeable staff. Our process of due diligence and insurance products includes:

• Risk management due diligence consulting—the discovery and assessment of risks
• Transactional products—customized solutions to address your transaction risk exposures
• Ongoing risk management and consulting—partnering with you to provide risk management throughout the transaction lifecycle
• Warranty and indemnity insurance—designed to cover breaches of representation, warranties or certain indemnities that occur in the sale of a business
• Prospectus liability protection—safeguards companies and their directors against litigation.
• Tax opinion insurance—removes uncertainty relating to tax issues and thus removes barriers to fulfillment of an investment
• Environmental insurance—protection for a property in which the extent of environmental damage is unknown

Who we serve in our Equity M&A practice

We work with all members of the equity and mergers and acquisitions community. Our proven methodologies and coverage options are designed to be flexible to meet the needs at all points of the mergers and acquisitions process for the following:

• Private equity
• Hedge funds
• Venture capital
• Asset management operations
• “Pass the hat” investment teams
• Publicly-traded alternative asset management firms
• Corporate client add-ons and divestitures

Maximizing the human side of growth during all points of M&A lifecycle

Whether you are a large online shoe company looking to grow or a traditional regional manufacturer merging with a national player, the Gallagher Equity M&A team has a keen focus on evaluating and mitigating the risk side of benefits and human capital during all stages of investment. We work with private equity firms as well as corporate clients to aid them in promoting greater profitability and increasing value by decreasing risk. Our offerings include:

• Due diligence. We conduct rigorous data review to identify issues, risks and liabilities impacting a transaction. Red flags are immediately identified, remedies and savings opportunities are recommended.
• New client transition. We utilize our gained knowledge from the due diligence process, to establish new programs and benefits that support your goals.
• Portfolio solutions. Gallagher has proven portfolio-wide cost saving solutions while supporting each PortCo’s strategy for competitiveness and providing local HR support.
• Integrate and harmonize. Our proven “SPACE” process will ensure successful human capital harmonization in mergers or add-on transaction: strategy, program/benefits, accounting implications, compliance and engagement.
• Mergers and acquisition readiness. Our proprietary Work Force Evaluation and COPS assessment tools facilitate program integration and harmonization of each acquisition.
• Divestiture readiness. Our process is designed to help clients optimize deal value and execute a successful divestiture strategy.