The Complete Broker Experience
At UNICO, we recognize the unique complexities of each M&A transaction. Our expert team works alongside you, crafting personalized risk strategies that evolve with your needs. Whether you’re buying or selling, we’ll be proactive in addressing potential liabilities to maximize the value of your deal.
- Confidential, Secure and Streamlined Process
- Peer Benchmarking
- Due Diligence
Risk program review
Get a thorough evaluation of your existing insurance and risk management framework. Together we’ll identify gaps, eliminate redundancies and create a streamlined approach that aligns with your business objectives while providing protection during future transitions.
- Policy Review, Transition and Consolidation
- Risk Management Integration
- Claims Analysis
- Risk Profile Assessment
Maximize your return on M&A investments
Success when merging or acquiring hinges on understanding, and leveraging, the unique advantages for each party involved. Our expertise allows us to uncover hidden value, creating a strategic edge for both buyers or sellers throughout the transaction process.
Benefits to the Buyer
- Understand current risk profile
- Determine potential holes of insurance platforms
- Understand clear plan for transition
- Provide clear checklist for buyer
Benefits to Seller
- Provide certainty for buyer/suitors
- Provide Executive Summary for buyers
- Provide checklist to protect insurance holes/gaps
- Update policies/procedures to strengthen due-diligence
Capital Markets Solutions
Transactional Insurance Solutions
Our Transactional Insurance solutions help parties effectively allocate risk inherent in transactions. We can help clients potentially enhance deal value, improve returns, strengthen competitive positions in auctions and offer strategic options when challenges arise.
Representations & Warranties
Representations & Warranties Insurance (RWI) is designed to cover losses resulting from the breach of representations and warranties within a purchase agreement.
Contingent Liability
Contingent Liability Insurance provides protection against specific identified risks that could potentially impact a transaction, helping parties move forward with confidence when facing uncertain outcome.
Executive Benefits
Executive benefits are designed to provide top employees with a higher level of benefits and compensation, especially since 401(k)s restrict the amount of money an individual can contribute on a tax-favored basis.
Tail Policies
Tail policies extend coverage for claims made after a policy period has ended, ensuring comprehensive protection for historical events. These solutions are particularly valuable during ownership transitions.
