E - EXIT · PROTECTION
DEAL PROTECTION · INSURANCE & LEGAL
Protect the deal — and everything after it.
At the close, we coordinate reps & warranties insurance, transaction-risk coverage, and M&A legal documentation into your deal — so your proceeds stay protected long after the wire clears.
R&W
insurance access
SPA
documentation
Post
-close protection
01 WHY IT MATTERS
The deal isn't done at closing. The liability can follow you for years.
Indemnification claims, escrow holdbacks, and unknown liabilities can claw back proceeds long after closing. The right insurance and legal structure shifts that risk off your shoulders — and often unlocks a cleaner, faster deal.
Years
indemnities can survive closing
↓ Escrow
R&W can shrink holdbacks
Clean
liability sits with an insurer
The right specialists, at the right time. We coordinate experienced M&A insurance and legal advisors directly into your transaction, so coverage and documentation are handled by people who do this every day — without slowing your close.
02 WHAT YOU RECEIVE
A protective layer around your exit.
01
Reps & warranties insurance
Shift breach risk to an insurer, reduce escrow, and make your company a cleaner target.
03
M&A legal documentation
LOI, APA/SPA, and disclosure schedules prepared and reviewed by experienced counsel.
02
Tax & contingent-liability cover
Specialty coverage for known positions and contingencies that might stall a deal.
04
Proceeds & estate protection
Coordination with wealth and estate specialists so what you net is protected.
03 HOW IT WORKS
1
Risk review
Map deal and post-close exposures.
2
Structure
Select the right coverage and protections.
3
Place & paper
Coverage bound, documents prepared.
4
Close protected
You exit with liability shifted.
“A premium exit you can't keep isn't a premium exit. We protect the proceeds, not just the price.”
DEAL PROTECTION — PART OF THE EXIT
04 HOW WE WORK TOGETHER
Coordinated into your transaction
We bring proven insurance and legal specialists into your deal at the right moments, so protection is built in and the process keeps moving.
Insurance
Reps & warranties
Documentation
LOI / APA / SPA
Our role
Coordinate & manage
QUESTIONS
Do I have to find an insurer or attorney myself?
No — we bring in vetted specialists and manage them as part of your engagement.
Is R&W insurance only for large deals?
No longer — it now serves the lower-middle market, and we'll advise candidly when it fits.