Mergers and Acquisitions (M&A)

Following an intense period of record mergers and acquisitions (M&A) activity, dealmakers still maintain a healthy pipeline with cash holdings at unprecedented levels. They are, however, faced with significant headwinds and material risks including, among others, geopolitical uncertainty driving inflation and interest rises, the acceleration of the digital economy, a constantly changing tax landscape, sophisticated cyber threats, heightened scrutiny of environmental, social and governance programs and a challenging talent market that puts pressure on people programs and integration.

These forces make mergers and acquisitions and other capital market transactions complex, time-critical and highly specialized. To optimize your return on investment, it is imperative to secure risks across multiple business disciplines and functions, and in a tightening environment, rethink your approach to unlocking capital and managing risks identified in the deal process.

To unlock added value in today's environment, business and transaction leaders should understand and embrace the following trends:

Who We Serve

We partner with organizations across the full spectrum of mergers and acquisitions and other capital market transactions, including:

• Corporations – We help corporations achieve their goals, drive capital efficiencies and optimize balance sheets by solving wide-ranging deal and financial risks through specialized due diligence, M&A and financial risk insurance and human capital, digital, cyber and intellectual property offerings.
• Financial Sponsors – We help secure investments, maximize deal value and drive success by solving wide-ranging issues facing financial sponsors throughout the deal lifecycle and across their portfolio companies. We provide clients the unique ability to manage deals effectively and efficiently with a single contact and source of execution.
• M&A Advisors – As a trusted advisor, clients rely on you to help navigate today’s complex deal and business environment to improve outcomes. We bring a deeply experienced cross-disciplinary team, including legal, M&A, tax, cyber, intellectual property, human capital and ESG resources to become an extension of your team and help solve wide-ranging issues.

Specialized Transaction Support

From carve-outs to spinoffs and distressed assets, we have experience supporting clients with particularly complex transactions, including:

• Carve-outs and Spinoffs – Our carve-out team delivers globally coordinated and multi-disciplinary solutions to help sellers and buyers reduce the likelihood of delays and execution problems that can drive up costs and diminish value. We help clients unlock value with thoughtful preparation and with effective use of existing structured instruments.
• Distressed Transactions – In these cases, it is critical to optimize your return on investment by securing risks across multiple business disciplines and functions and rethinking approaches to unlocking capital. We help clients secure investments, maximize deal value and drive transaction success by solving wide-ranging issues facing dealmakers throughout the deal life cycle.
• Secondary Funds – Secondary transactions come with risks that may erode long-term returns. Our dedicated global secondary transactions team brings multi-national coordination with local experience that enables financial sponsors and their investors to allocate risk to bespoke insurance markets and help secure their private equity investments.

Targeted M&A and Transaction Support

In addition to supporting business and transaction leaders with overall deal strategy, we provide clients with a wide range of highly targeted products and services, including:

• Tax Risk Management
• Cyber Transaction Advisory Services
• Litigation Risk Insurance
• Human Capital Transaction Advisory Services
• Representations and Warranties, and Warranty and Indemnity Insurance
• Special Deal Due Diligence