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Insurance for Mergers & Acquisitions (M&A) and Private Equity Firms

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M&A OVERVIEW

Insurance for private equity and companies involved in handling mergers and acquisitions

Increasing globalization and geopolitical concerns have brought new and greater risks to M&A transactions. Whether you’re a private equity business adding a company to your portfolio or a company entering a transaction independently, finding the right insurance for risks involving your M&A transactions requires a level of expertise that not every insurer can offer.

Our experienced professionals work with small, medium-sized, and large companies and have a deep understanding of private equity firms and their specific requirements for mitigating risk, as well as a portfolio of products and services that can be tailored to meet your needs. Each year, we support thousands of M&A transactions of all sizes and geographic footprints, and we are now one of the largest directors & officers liability portfolio carriers for private equity companies in North America.

THE CHUBB DIFFERENCE
THE CHUBB DIFFERENCE

Expertise and deep understanding set us apart

The Chubb private equity and M&A practice team makes it our business to deeply understand and view your unique challenges as you do, to be a true partner.

Our commitment to serving the industry is evident in our dedicated underwriting staff and highly responsive teams who work to find holistic, comprehensive, and tailored insurance protections. 

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CHUBB SPECIALIST PROFILE

Meet our Private Equity Industry Practice Leader

HOW WE CAN HELP
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HOW WE CAN HELP

Our process

Before closing, our transactional risk products that facilitate M&A – such as representations, and warranty and tax indemnity coverage – allow parties to efficiently allocate the risk.

After closing the transaction, existing casualty liabilities can be managed through loss portfolio transfers and close-outs, and a variety of liability products and directors and officers insurance.

Chubb also offers a range of ongoing insurance products, detailed below. 

Products & Services
Products & Services

Specialized M&A and PE insurance can cover you against many forms of risk inherent in mergers and acquisitions

Management liability insurance

Chubb’s Private Equity+ package coverage is specially designed for private equity firms engaged in startup equity financing, buy-outs of portfolio companies or advising/serving on the board of directors. 

Transactional risk insurance

This covers both the buyer and seller for risks connected to the underlying deal in a merger and acquisition. 

Multinational insurance

U.S.-based companies with global operations want their insurance programs to be consistent across their sites and operations. Chubb’s tailored multinational coverage can help smooth that process.

Cyber insurance

Our cyber enterprise risk management insurance covers business interruption loss due to a network failure or attack, as well as investigation costs, legal costs, and other expenses.

ADDITIONAL RESOURCES
ADDITIONAL RESOURCES

Private equity insurance programs

Private equity presents a unique set of exposures that can result in third-party lawsuits. Guard against that risk with our specialized coverage, which can include management liability, D&O for PE, outside director liability, professional liability, and employment practices liability.

Why Chubb
Why Chubb

Customized risk management to meet the complex requirements of mergers and acquisitions insurance.

Whether your business takes you around the world or just around town, Chubb is there for you. We partner with agents, brokers, and businesses big and small. That breadth of experience lets us provide the guidance you need, whenever you need it, wherever you may be.

 

Partnership that’s personal

We work to understand your business and where you’re headed so we can be proactive about meeting your needs. Whether your business is big or small, we invest in getting to know you, your team, and your customers. The goal: to help you see ahead, be ahead, and stay ahead.

Creative problem-solving

Insurance isn’t one-size-fits-all – and neither is our approach. Our playbook is always evolving because we’re always striving to help clients avoid risk in smarter ways. That means we bring the latest thinking and a fresh perspective to helping solve your risk challenges.

Expertise and financial strength

Chubb has served clients and partnered with leading organizations for more than 200 years. Our longevity, expertise, and financial strength are the bedrock of our business. That’s why 95% of Fortune 1000 companies are Chubb insured.

FAQ
FAQ

These days many mergers and acquisition transactions have a multinational component and Chubb’s dedicated M&A/private equity team has broad and deep expertise supporting transactions that span a number of geographic regions. Our Worldview® platform enables clients to track every aspect of their M&A insurance programs.

Our M&A insurance covers thousands of transactions every year and we are one of the largest directors & officers liability portfolio carriers for private equity firms in North America. Our dedicated underwriting team has extensive experience and is backed by state-of-the-art service and technology capabilities, providing clients with the assurance that their M&A insurance program enables deals to be executed seamlessly and on time.

INSIGHTS & RESOURCES

M&A Risk Considerations

What Are the Business Risks of Digital Communications?

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