Pre-deal risk assessment

We offer a well rounded understanding of complex risks and appropriate risk mitigation strategies/frameworks that are not limited to insurance placement. We canvass and challenge the insurance market to provide risk transfer solutions that offer competitive terms and coverage outcomes for our clients, holistically de-risking transactions.

Structure, negotiation and placement of Transaction and Contingent Risk insurances (including W&I Insurance and Tax Liability Insurance)

Bespoke transaction/target specific insurance products & solutions

Go forward insurance programme review & placement

Bellrock has undertaken a number of critiques of existing insurance programmes held by various industry sectors. This work is a review of an existing programme where we use our knowledge and expertise across the market to ensure the client has the most appropriate insurance programme, with adequate and compliant cover, priced most competitively. This in-depth analysis is performed by our team of experts and enables parties to gain key insights into their current insurance programme and identify potential ‘gaps’ in cover.

Risk Diagnostic Services

(e.g. cyber, workplace health)

D&O Risk Advisory

Insurance programme review & due diligence service

Transaction risk insurances protect buyers and sellers against risks associated with transactions such as mergers, acquisitions, divestments and restructures. These bespoke policies address unknown and known risks allowing deal parties to de-risk, facilitate and potentially enhance their positions in an M&A transaction using insurance as an alternative source of risk capital.

W&I Claims Management and Strategy

With both insurance coverage and M&A experience, Bellrock is uniquely positioned to provide strategic and technical claims management advice. Our team members have achieved settlements exceeding $20 million on M&A claims.