
The Merger and Acquisition Risk Solutions Group at NFP provides comprehensive analysis of a target’s property and casualty insurance program for financial and strategic buyers. We help buyers quantify their target’s total cost of risk and how that cost of risk impacts a proposed transaction. Due diligence begins with a deep dive into an insurance program to assess cost drivers, coverage efficacy, compliance and the target’s internal risk management capabilities. The process then shifts focus to how the resulting assessment impacts key items on the financial statements. Doing so allows buyers to make informed decisions. The Transaction Advisory Practice leverages the depth and breadth of NFP’s enterprise capabilities and proprietary product/service offerings to ensure firms maximize long-term deal value.
Private Equity Life Cycle Management
Performing Due Diligence
- Eliminate surprises through careful analysis of the insurance risk management program and quantify the impact on the financials.
- Support subsequent phases of private equity firm and portfolio company lifecycle management.
Executing Program Placement
- Identify opportunities to facilitate representations and warranties (R&W) or other transactional risk insurance through a comprehensive review of the proposed transaction agreement and support the placement of these products by providing underwriters a thorough analysis of the risk management program.
- Shape applicable clauses in the purchase and sale agreement and R&W policy used to insure the transaction.
Supporting Transactional Advisory Services
- Support account and portfolio management teams in onboarding new portfolio companies.
- Implement proprietary private equity firm and portfolio company stewardship models.
- Provide daily product and service support.
- Develop and execute renewal strategies formulated to increase EBITDA over time.
Due Diligence — And A Whole Lot More
NFP is a leading insurance broker and consultant that provides employee benefits, specialized property and casualty, retirement, and individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space.