To take advantage of global merger and acquisition opportunities, business leaders must be mindful of potential risks that could alter the terms of — or even derail — a deal.
Tax insurance can be used as a strategic risk management tool to protect against exposures arising from the operational tax affairs of corporate groups and internal restructurings, in addition to covering tax risks identified in the context of M&A transactions.
As businesses look for opportunities to deploy their capital, mergers and acquisitions (M&As) are a key strategy for many. Understanding and managing the risks involved can be challenging, especially for those investing in unfamiliar markets or industries.
Marsh’s Private Equity and M&A Services Practice develops solutions that help corporations, private equity firms, alternative asset managers, lenders, and infrastructure investors manage M&A risks. Our dedicated global team of advisers and lawyers works across Marsh and other Marsh & McLennan Companies businesses to provide you with specialised advice, with industry-specific depth.
With more than two decades of M&A experience, we provide you with the insights to evaluate, facilitate, and close your transaction while managing buy- and sell-side risks. And, after the deal closes, our group purchasing programs utilise our strong market relationships to potentially maximise buying power and lower insurance costs over the life of the investment and beyond.
By identifying and evaluating the potential risk challenges in your M&A transaction, Marsh helps with the speed of execution and accuracy in price — so you can submit bids with confidence.
Whether you’re buying or selling, our M&A experts work with in-house risk management and insurance teams to provide risk and insurance advice that supplements and/or complements in-house capabilities and those of the deal advisory team.
Our team offers a wide range of services to the providers of senior debt to structured financed projects worldwide, such as providing independent insurance advice, commentary on the allocation of risk under principal contracts, and more.
We support bidders to public private partnership (PPP) projects in their negotiations with the public sector, subcontractors, and lenders, with regard to risk allocation and insurance obligations.
At Marsh, our focus is on helping private equity organisations throughout the duration of the life cycle of an investment, creating value before, during, and on exit from the deal. In addition to traditional risk and insurance due diligence services, our private equity experts provide tailor-made insurance solutions that can help address transaction issues, enhance your negotiating position, and improve deal certainty.
Whatever the type and size of your organisation, our transactional risks team works closely with in-house risk and insurance teams to assist you in understanding, quantifying, and mitigating risk in M&A activity.
Tax insurance covers specific tax risks and provides financial protection should an associated liability arise. A tax insurance policy is a bespoke solution that provides peace of mind for the insured and the parties involved, and can be used in the context of a transaction (such as an acquisition, divestment or restructure) or with respect to a particular historical tax treatment. Read More
Our project risk team provides insurance advice to public sector organisations with regard to public private partnerships. Services include determining the minimum insurance requirements for bids, reviewing bids in relation to insurance, negotiating changes and final bids in order to achieve value for money, and representing the public sector in their negotiations with bidders and lenders.
To assist stakeholders to navigate through distressed situations, our dedicated taskforce of M&A, insurance and people risk specialists, can help companies, directors, private equity funds, insolvency practitioners, lawyers and other advisors in managing the unique set of challenges arising throughout the restructuring and turnaround lifecycle. Learn more: De-Risking the Distressed: Risk and People Solutions for Distressed Companies.
Marsh Pty Ltd (ABN 86 004 651 512, AFSL 238983) (“Marsh”) arrange this insurance and is not the insurer. The Discretionary Trust Arrangement is issued by the Trustee, JLT Group Services Pty Ltd (ABN 26 004 485 214, AFSL 417964) (“JGS”). JGS is part of the Marsh group of companies. Any advice in relation to the Discretionary Trust Arrangement is provided by JLT Risk Solutions Pty Ltd (ABN 69 009 098 864, AFSL 226827) which is a related entity of Marsh. The cover provided by the Discretionary Trust Arrangement is subject to the Trustee’s discretion and/or the relevant policy terms, conditions and exclusions. This website contains general information, does not take into account your individual objectives, financial situation or needs and may not suit your personal circumstances. For full details of the terms, conditions and limitations of the covers and before making any decision about whether to acquire a product, refer to the specific policy wordings and/or Product Disclosure Statements available from JLT Risk Solutions on request. Full information can be found in the JLT Risk Solutions Financial Services Guide.