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Lockton Transaction Liability Practice
Harness the expertise of its leaders and their experience creating bespoke risk transfer solutions at the intersection of financing, legal risk, and insurance. The IACR team helps clients both manage and mitigate complex risks, and also monetize and optimize the use of intangible and contingent assets. Please see below for some examples of the types of solutions that the IACR team offers.
Intangible assets represent the majority of nearly every company’s value today, representing the driving force of the modern economy. The largest component of intangible asset value in the economy is intellectual property (IP) — patents, trademarks, copyrights, and trade secrets. However, lenders have been slow to update lending practices to recognize such value.
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Tax insurance provides coverage for a specific and known tax risk. Some key benefits
• Offers a financial guarantee for a position where there is at least a “more likely than not” level of comfort. • Can be used to replace or backstop an indemnity in transaction agreements for a specific tax risk. • May be available without a formal tax opinion. • May be a means to mitigate the financial statement impact of a FIN 48 (ASC 740-10) reserve. |
Companies in acquisition mode trust Lockton's Transaction Advisory Practice for deal-related insurance and employee benefits due diligence.
Our international team is made up of property & casualty and employee benefits M&A specialists who have evaluated thousands of transactions. These experienced professionals become a part of your service team. They rapidly collect data that is most critical to your business deal.
We make our clients the most educated buyers by helping them evaluate the risk and expense management of the target company, quantify and define preclosing liabilities, provide post-closing insurance budgets for pro forma financials and the subsequent placing of post-closing insurance programs and create efficiencies to meet client financial objectives and exit strategies.
Lockton conducts a comprehensive review of your company’s insurance, benefits and risk management programs. Then we recommend options and strategies that lead to cost savings and other long-term financial benefits.
Our services include a review of three areas:
Our international team is made up of property & casualty and employee benefits M&A specialists who have evaluated thousands of transactions. These experienced professionals become a part of your service team. They rapidly collect data that is most critical to your business deal.
We make our clients the most educated buyers by helping them evaluate the risk and expense management of the target company, quantify and define preclosing liabilities, provide post-closing insurance budgets for pro forma financials and the subsequent placing of post-closing insurance programs and create efficiencies to meet client financial objectives and exit strategies.
Lockton conducts a comprehensive review of your company’s insurance, benefits and risk management programs. Then we recommend options and strategies that lead to cost savings and other long-term financial benefits.
Our services include a review of three areas:
- Financial analysis
- Transaction analysis
- Insurance/benefits and risk management review.