Transaction Advisory Services

Providing risk and insurance due diligence for sellers, buyers, investors, and financiers in private equity, mergers, and acquisitions.

Due diligence and advisory services are critical components in various business transactions, promoting a comprehensive understanding by participants of the risks and opportunities associated with a deal for buyers, sellers, and lenders. Dealmakers can face many challenges, including operational risks, environmental, social, and governance (ESG) factors, talent management, cybersecurity risks, and policy changes.

Providing pre-acquisition insurance and risk advice to help clients protect and create value:

Due diligence — identifying risks, opportunities, and value drivers.
Valuation — accurate and funded investment with tools to enhance prospects.
Deal structuring — maximising value and aligning with strategic objectives, negotiation of terms and conditions, tax, and regulatory considerations.
Financial modelling — understanding the financial implications of the deal and scenarios: ROI, risks, and cash flow impact.
Integration and separation — planning and executing integration or separation activities, identifying and realising synergies.
Transaction support — advisory and support throughout the process, coordination with other professionals, and assistance with preparing transaction documents.

Insurance brokers are pointing to insurance contract signing and are explaining to customers at the office.

Expertise

Insurance due diligence

25/10/2024

Our goal is to assist you in identifying and managing insurable risks, understanding financial impacts, and optimising insurance strategies pre- and post-transaction.

Expertise

Cyber due diligence in M&A

25/10/2024

We understand the importance of managing cyber risks to protect the value of your transactions.

Expertise

ESG due diligence in M&A

25/10/2024

Understanding and mitigating environmental, social, and governance (ESG) risks is crucial in today's business landscape. Our tailored strategies help you address ESG risks and position you to capitalise on emerging opportunities.

Expertise

People risk due diligence in M&A

24/10/2024

Assessing a target company's human capital landscape is crucial in understanding potential people-related risks and opportunities.

Expertise

Structured Finance

24/10/2024

Tailored insurance solutions and specialist advice to help lenders across all sectors mitigate risk throughout the loan lifecycle.

Expertise

Carve-Out Transactions

04/06/2024

Carve-out transactions can bring a series of risks to buyers. Our team of specialists is available to work with you to aim to minimise post-close surprises.

Facts

Transaction Advisory (TA) consists of over 120 colleagues across the globe, ensuring we can provide full and time-sensitive coverage by geography.
Over 2,000 transactions are conducted per annum.
A full range of transactions is conducted each year.
We cater for a full range of transactions — from small corporate bolt-ons to multi-bidder, multibillion-pound enterprise deals with a total cost of risk exceeding US$200 million.
Serving the M&A client community for over 25 years across a vast array of industry sectors.
A flexible approach to client engagement methodology and fee charging.
We partner with Marsh’s industry specialists to bring sector insight and expertise to every deal.
Our international M&A hubs and Marsh’s global reach enable us to advise on deals worldwide.

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Transaction Advisory Services