M&A Case Study 1 – Sale of a portfolio company of a leading global PE firm
Results achieved
- Insurance is restructured for a payout ratio > 90% with expanded protection
- > 40% of cost savings achieved versus initially quoted premium and fees
- Successful release of escrow capital given the restructured insurance policy
M&A Case Study 2 – Significant cost savings to Buyer on Reps and Warranties insurance
Results achieved
- 50% of insurance savings achieved while maintaining the same insurer, broker, and policy terms
- Structured insurance protection for risks falling outside the scope of the Reps and Warranties insurance
M&A Case Study 3 – Higher valuation for a FinTech company backed by a leading global VC firm
Results achieved
- Reduced the dollar amount of Risk in operations by 60%
- Structured insurance protection for post-close core residual risks (ex. Cyber risks)
- Structured Reps and Warranties insurance with a payout ratio > 90%
- Advised Client on a successfully sought risk-adjusted valuation leading to a 25% premium