Along with comprehensive proprietary research, we work on over 2,000 M&A and private equity transactions each year, bringing a unique combination of risk expertise and deep understanding of human capital and organisational culture to your deal in a simple, three-step process.
Step 1: Pre deal
- M&A readiness
- Target identification
- Preparing to sell
- Project Management Office
Step 2: Due diligence and implementation planning
- Financial exposures, including M&A Insurance
- Human resource (HR) exposures
- Deal terms
- Implementation planning
- Project Management Office
Step 3: Post deal
- Capturing synergies
- Workforce integration
- Risk and governance
- Defining and measuring success
- Moving to business as usual
- Project Management Office
M&A Insurance
What makes a successful deal?
Our experience, backed by research, shows that successful transactions have two common themes.
- An early and intense focus on people issues – retaining critical workforce skills, measuring leadership, communicating and engaging with employees and building a culture that aligns with strategic goals.
- A rigorous approach to risk management – identifying and managing risk early enables all parties to negotiate with greater certainty and confidence.
From the insurance perspective, we continually refine and expand due diligence reviews of operational insurances — to ensure they are relevant and effective for the target, purchaser and lender, reflect the latest market position and protect against downside financial risk.
