The Complete Broker Experience
At UNICO, we recognize the unique complexities of each merger & acquisition, capital strategy, or organizational change. Our expert team has over 15 years of capital strategy experience, and will work alongside you to craft personalized risk strategies that evolve with your needs. Whether you’re buying or selling, we’ll be proactive in addressing potential liabilities to maximize the value of your changes.
- Confidential, Secure and Streamlined Process
- Peer Benchmarking
- Due Diligence
Risk Program Evaluation
Get a thorough evaluation of your existing insurance and risk management framework. Together we’ll identify gaps, eliminate redundancies and create a streamlined approach that aligns with your business objectives while providing protection during future transitions.
- Peer Benchmarking
- Financial Forecasting
- Integration Service Strategy
- Policy Review, Transition and Consolidation
- Risk Management Integration
- Claims Analysis
- Risk Profile Assessment
Maximize Your Return on M&A Investments
UNICO works with over 100+ current capital/PE/family-office partners. But success when merging or acquiring hinges on understanding, and leveraging the unique advantages for each party involved. Our expertise allows us to uncover hidden value, creating a strategic edge for both buyers or sellers throughout the transaction process.
Benefits to the Buyer/Capital Sponsor
- Go-forward financial modeling
- Organize insurance and checklist transaction deliverables
- Understand current risk profile
- Determine potential holes of insurance platforms
- Understand clear plan for transition
- Provide pre- and post-close milestones and strategies
Benefits to Seller
- Virtual data room (VDR) assistance
- Provide certainty for buyer/suitors
- Provide Executive Summary for buyers
- Provide checklist to protect insurance holes/gaps
- Update policies/procedures to strengthen due-diligence
Benefits to Third Party/Financial Party
- Confirmation of coverages and limits
- Determine pre- and post-close deliverables
- Confirmation of organization
Capital Markets Solutions
Transactional Insurance Solutions
Our Transactional Insurance solutions help parties effectively allocate risk inherent in transactions. We can help clients potentially enhance deal value, improve returns, strengthen competitive positions in auctions and offer strategic options when challenges arise with solutions including:
- Due diligence
- Commercial
- Professional
- Benefits
- Representations & warranties
- Financial analysis
- Platform insurance strategies
- Integration best practices playbook
- Management liability (D&O/EPLI/Fiduciary) tail policy
- E&O/Cyber tail policy
- Contingent liability
Corporate Insurance
Corporate insurance is a comprehensive solution designed to protect your business assets, manage risks effectively, and support your organization’s growth through tailored coverage and expert guidance.
- Commercial
- Professional
- Benefits
- Executive Benefits
Representations & Warranties
Representations & Warranties Insurance (RWI) is designed to cover losses resulting from the breach of representations and warranties within a purchase agreement. Solutions include:
- RWI – Lite
- Standard RWI
- RWI – Portfolio
Due Diligence
Our Capital Markets team works together with your deal team to produce a full scope due diligence report to review a potential acquisition’s risk program. Our standard due diligence report outlines risk profiles, coverage analysis, transition strategies, benchmarking, and go-forward indications.
- Commercial
- Professional
- Benefits
Executive Benefits
Executive benefits are designed to provide top employees with a higher level of benefits and compensation, especially since 401(k)s restrict the amount of money an individual can contribute on a tax-favored basis.
- Acquisitions
- Capital/debt influx
- Key person
- Life insurance and golden handcuff
Consulting Services
Our Consulting Services help organizations optimize their insurance strategies and risk management approaches. We deliver expert guidance to streamline processes and identify coverage opportunities that align with your business objectives including:
- Policy transition
- Risk management integration assistance
- Claims analysis
- Policy and coverage review
- Risk management standardization
Consolidation Services
Consolidation Services create unified insurance programs across multiple entities or following M&A activity. We reduce complexity and ensure consistent protection while eliminating redundancies across your organization including:
- Integrate policies and limits
- Standardization of risk management program
- Post-close confirmations