Transactional Risk insurance

Transactional Risk insurance experts specializing in personalized coverages for representations and warranties and tax liability across a variety of industries 

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Highly-tailored solutions for M&A protection

Our transactional risk team is the premier provider of transactional risk coverage - dedicated to underwriting excellence and superior service.

Specializing in representations and warranties and tax liability across a variety of industries, we're your partner for all small to middle market transactions. With personalized coverage for a variety of industries, our highly-skilled underwriters will design a unique solution to protect your clients from the risks of participating in deals. 

Transactional risk insurance key features

  • "A+" S&P and "A" A.M. Best rated carriers
  • Representations and warranties
  • Tax liability
  • Broad appetite in the SME space
  • Veteran underwriting team with depth of experience in all coverages
  • Claims handled in-house by experienced team

A+ and A

S&P rated carrier and A.M. Best rated carrier

100+ years

of combined experience

Target classes

  • Energy

  • Manufacturing

  • Industrial

  • Consumer products

  • SAAS

  • Media

  • Telecommunications

  • Technology

  • Mining

  • Utilities

Representations and warranties insurance coverage

  • Representations and warranties insurance (“RWI”) provides coverage for financial loss sustained by an insured (either a buyer or seller) in connection with an M&A transaction by protecting the insured from unknown breaches of the representations and warranties made by the seller in a transaction agreement
  • Broad appetite for underwriting transactions in the small to middle market enterprise value range
  • Reduces risk to seller
  • Reduces buyer’s counterparty’s credit risk
  • Produces competitive bids
  • Speeds up closing time
  • Safeguards business relationships
  • Promotes clean exits
  • Eliminates the threat of seller bankruptcy

Tax liability insurance coverage

  • Tax-free reorganizations, mergers and spin-offs
  • 338(h)(10) elections/S corporation risks
  • REIT qualifications
  • Partnership issues
  • Tax credits including historic and energy
  • Net operating losses
  • FIRPTA
  • Subject matter of a tax opinion or tax indemnity
  • Specific tax matters that do not qualify for coverage under a representations and warranties policy
  • Can also cover the risk of financial loss from additional tax and the interest and penalties imposed on such additional tax, contest costs and gross-up costs
Reps & warranties

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Transactional risk

Our global Transactional Risk team

Visit our meet the team page to view the full Transactional Risk team for each product and region, including direct contact details for inquiries and support.

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