Our client, a large project management and consultancy firm, underwent a significant merger. Following the transaction, turnover increased to £4.5 billion and operations expanded to cover 52 territories. The new entity presented a complex, multi-jurisdictional risk profile that had to be fully understood and presented to insurers within an exceptionally tight timeframe.

Comprehensive risk information was provided just six weeks before completion, with much of the work taking place over a holiday period. Insurance integration had to be executed at speed, with no tolerance for gaps in cover, misalignment between risk tolerance and insurance, or disruption to the client’s ongoing trading activities at completion.

Bartlett worked intensively with the client and its insurers to deliver a full insurance review and to integrate the new entity into its insurances . We rapidly assessed the combined group’s risk profile, coordinated information flows across jurisdictions, and ensured insurers were properly briefed on the nature, scale and governance of the enlarged business.

This allowed cover to be structured and placed on the correct basis, with compliant documentation issued in line with the transaction timetable. Throughout the process, the emphasis was on clarity, speed and execution to enable the smooth integration of the two businesses.

Despite the scale, complexity and compressed timeframe of the transaction, the insurance and risk elements of the merger were delivered smoothly and without disruption. Bartlett’s work ensured that all insurance arrangements were fully aligned with the enlarged group’s risk profile and global footprint by completion, with compliant documentation issued on time across all relevant territories.

Crucially, this enabled the transaction to proceed with confidence. Key decisions were taken on the basis of clear, well-structured risk information, avoiding uncertainty at a critical stage of the deal. The client entered completion knowing that there were no gaps in cover, no misalignment between risk appetite and insurance, and no uninsured exposures that could have disrupted ongoing trading or undermined the strategic objectives of the merger.

From an insurance and risk perspective, the transaction was executed as seamlessly and efficiently as possible, allowing management to focus on integration and business continuity.