Insurance Advisory / Transactional

Clients find our counseling services helpful for the evaluation of insurance products and the negotiation of policy terms. This is particularly important with Director and Officer (D&O) Liability Insurance policies, which vary considerably from form to form and insurance company to insurance company. In the D&O insurance area, we have developed a proprietary “D&O Report Card” which helps clients understand competing insurance products.

We also provide insurance advisory and due diligence services on M&A and municipal and private bond transactions and we assist in the formation of captive insurance companies and other alternative risk transfer vehicles. We are routinely brought into M&A and bond transactions that have significant liability, contractual indemnification, or insurance components, and have drafted proprietary insurance due-diligence check lists to assist in these tasks.