Insurance type

Mergers & Acquisitions

Transactional insurance advice for buyers, sellers, funds and advisers working through live deals.

What it covers

Cover shaped around the way your business actually operates.

UpSure brokers m&a cover as part of a coordinated commercial insurance program. We review the risk, negotiate wording and benchmark the placement against the markets that understand your sector.

Deal risk review

Contingent liability

Tax risk

Claims examples

Situations where this cover may be tested.

These examples are illustrative only. Actual cover depends on the policy wording, limits, exclusions and the facts of the claim.

Undisclosed liability emerges after completion

A buyer discovers a material liability that was not apparent in diligence and seeks recovery under the transaction insurance structure.

Tax position is challenged

A tax authority challenges a pre-close position or structure, creating defence costs and potential assessed liability.

Specific indemnity is called

A known deal issue becomes more expensive than expected and the insured party looks to the negotiated insurance response.

UpSure approach

Market access, wording review and claims-led advice.

Contract-aware advice

We review obligations, indemnities and evidence-of-cover requirements before recommending structure.

Claims-led wording

We focus on exclusions, triggers, excesses and definitions that determine whether cover works at claim time.

Market negotiation

We approach underwriters with a clear risk story so the placement is not treated like a generic package quote.

Want to review your m&a cover?

We can benchmark your current wording, limits and market options against the risk profile of your business.

Speak to a broker