Mergers & Acquisitions Insurance
The Bartlett Group offers the mergers & acquisition arena access to our experience and expertise in the private equity and venture capital arenas, with confidentiality and rapid response times as standard.
'...the decision to move to Bartlett, was centered on a wish to return to a company with the expertise and knowledge, yet that was equally prepared to work closely with us on a face to face basis. In addition to feeling far more comfortable with the highly personal service we are now receiving from a professional and knowledgeable firm, Bartlett also managed to reduce our annual premium by around 15%...' Investment Management Insurance Client
Relevant services available from the Bartlett Group are outlined below:
Insurance Due Diligence
Insurance protection is a key factor in any merger or acquisition. Uninsured losses can erode the value of an investee company, resulting in a reduced return on the investment, a delayed exit, or even insolvency of the business and investment write-off. With increasing transparency of financial reporting, these scenarios may also lead to ongoing problems for the principals when raising funds for future M&A activity.
For more information about our due diligence proposition please contact Chris Sutherland, Insurance Due Diligence and Liability Manager on 0207 680 6319 or email csutherland@bartlettgroup.com
Transaction Insurance
Bartlett offers a comprehensive suite of insurance products, providing solutions for issues that can arise during the sale or purchase of any company. Whether this be the inability of buyers to secure the right levels of indemnities, environmental concerns, reliance upon key personnel or uncertainty over unresolved liabilities that are not insured, Bartlett can find a solution to unblock the deal.
For more information about our Transaction Insurance proposition please contact Andrew Bartlett on 0207 680 6317 or email abartlett@bartlettgroup.com or Chris Sutherland on 0207 680 6319 or email csutherland@bartlettgroup.com
Trade Credit Insurance
Bad debt can be a real threat to every business, no matter how good the credit management procedures are. This has severe implications for the M&A sector. Uninsured losses can erode the value of an investee company, resulting in a reduced return on the investment, a delayed exit, or even insolvency of the business and investment write-off.
For more information about our credit insurance proposition please contact Nick Stubbs, Head of Credit Insurance on 0207 680 6316 or email nstubbs@bartlettgroup.com
Investment Management Insurance
Investment Management Insurance (IMI) offers private equity and venture capital firms targeted protection against professional liability and management liability claims. IMI is not a commodity; quality and cost of products are highly variable, and largely dependent on your choice of insurance broker. All too often, coverage in this sector is both overpriced and deficient in critical areas.
For more information about our Investment Management Insurance proposition please contact Andrew Bartlett, Financial Institutions Manager on 0207 680 6317 or email abartlett@bartlettgroup.com
Employee Benefits Due Diligence
All too often, companies pay too much for their employee benefits or are not correctly insured for them. For trade buyers, private equity and venture capital firms, these issues can dramatically erode the value of an investee company, resulting in a reduced return on the investment.
For more information about our Employee Benefits proposition please contact Robert Simpson, Head of Employee Benefits on 0207 680 6318 or email rsimpson@bartlettgroup.com