Private Equity, M&A and Tax

Every M&A transaction is different and we pride ourselves on being able to structure bespoke M&A insurance solutions with the broadest coverage in a clear and concise manner.

We have access to insurance capacity across the world and have developed strong relationships with M&A and Tax insurance markets in London, Europe, North America and Asia.

Our team is a group of multi-disciplined professionals with backgrounds in M&A, Insurance, Law, Tax, Finance & Accounting, and Litigation.

With a depth of global experience, we have extensive expertise in hundreds of cross-border M&A transactions.

We partner with our clients and their advisers to help them navigate efficiently through the course of a transaction. This entails an in depth understanding of the transaction dynamic, our client’s commercial goals and identifying potential obstacles as early as possible. This process allows us to provide innovative insurance solutions which facilitate transactions regardless of the complexity, size and sector, all within your transaction timetable.

We are specialists in designing, preparing and executing corporate risk allocation.

Our Expertise

Warranty & Indemnity (W&I) or Reps & Warranties (R&W)

Provides cover for financial loss incurred in relation to valid breaches of a warranty or representation pursuant to an acquisition agreement or a claim under a tax covenant or tax indemnity.

Tax Liability

Provides cover for identified tax risks emanating from current, pending or historical transactions or reorganisations. Tax Liability Insurance can shift the responsibility for tax issues from the insured to the insurer, thereby minimising financial risks, uncertainty and associated exposures.

Liquidation

Provides cover to help to unlock capital held in reserves for legacy and contingent liabilities where investment funds are reaching the end of their fund lifespan or where corporate groups are looking to be rationalised.

Contingent Risk

Provides cover to offset the risks associated with specific contingent liabilities that are capable of legal analysis.

Litigation Buy Out

Provides cover for a threatened, anticipated or current litigation, arbitration or dispute by ring-fencing the issue or providing cover in excess of the likely outcome.

Intellectual Property

Provides cover for financial losses suffered in connection with infringement lawsuits and IP invalidation proceedings, as well as to address indemnification claims related to a company’s IP or its products or services under contracts with several parties (including licensees, licensors, customers and manufacturers).

Title

Provides cover for a number of real estate and asset related risks. These include challenges to legal title, boundary issues, incapacity of prior owners, restrictive covenants, chancel repair liability, rights to light and missing searches.

Claims

We work with those insurers who have a strong track record of dealing with claims in a collaborative and swift manner.

The BMS Private Equity, Mergers & Acquisitions and Tax division is supported by an experienced team of claims advocates who pride themselves on effective claims management, negotiation, and resolution to help navigate complex M&A insurance related claims.

This is an integral part of the service we offer. We maximise our market knowledge to ensure your interests remain protected at all times.

Key
Contact

Tan Pawar Global Head of Private Equity and M&A

Office Contact

One America Square
London EC3N 2LS
United Kingdom

T: +44 (0)20-7480-7288

Personal Contact

T: +44 (0)20-7480-0264
M: +44 (0)7341-133-007
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Team
Members

Sophie Wallace Divisional Director

T: +44 (0)20-7480-0378
M: +44 (0)7824-605-613
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Dean Andrews Head of Tax Liability Insurance

T: +44 (0)20-7480-0308
M: +44 (0)7876-815-643
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