Our reviews are individually tailored to meet your requirements

Mergers & Acquisitions Due Diligence

Mergers & Acquisitions Due Diligence

We offer due diligence reviews of insurance portfolios for both brokers and insurers when an acquisition is being considered. These reviews are individually tailored to the specific requirements of the acquiring organization.

Typical areas covered may include a review of the target firm’s adherence to professional standards, an assessment of the quality and mix of the portfolio as measured against expected or desired standards, a review of internal audit processes, an assessment of data quality and file management, and recommendations for improvement if required.

Benefits

  • Identifies weaknesses and “show-stoppers” in advance;
  • Confirms best practices and expected strengths;
  • Provides an independent assessment of the quality of the portfolio;
  • Provides an independent assessment of the quality of management and staff, and highlights any potential issues that may affect the post-acquisition period;
  • May include a file review of underwriting guidelines and rating methodology;
  • May include a review of IT systems, banking and accounting practices and claims management;
  • Where appropriate, our report may include a review of treaty and facultative reinsurance facilities to confirm adherence to expected norms.