We work with investors around the world to provide independent insurance due diligence, insurance programme review, reconstruction, and benchmarking for both new investments and established portfolio companies, a range of specially negotiated insurance products and a complete business procurement cost reduction and value enhancement service.
Independent Insurance Due Diligence
We provide an independent, totally-transparent, fee based Insurance Due Diligence (IDD) solution for investments worldwide that delivers consistency in this critically important area.
The process is undertaken and managed by our in-house specialists who draw upon the widest possible range of support and advice, and apply the right skill set and knowledge of a company’s sector, to provide an informed commentary as to its current and developing insurance needs.
The result is an IDD report that delivers a comprehensive, unbiased technical review that examines cover, service and premium and includes a detailed examination of areas to be addressed both pre- and post-completion.
Transaction+ insurance optimisation
Transaction+ is a powerful combination of our independent insurance due diligence service and our business insurance benchmarking and review process. Applied as a follow-on process from the insurance due diligence it addresses the programme issues identified and can crystallise premium efficiencies immediately. It’s also available for your established portfolio companies too.
Our unique project process defuses the negative market tactics that prevent insurance programme review processes from working properly and delivers fully-costed and implementable, business insurance solutions that enable our clients to secure better insurance protection, enhanced service and support, and additional reductions in premium that simply aren’t available from a ‘traditional’ broker tender.
In addition to providing independent advice and support on the full range of what may be termed ‘standard’ commercial insurances, Matrix offers access to a range of specialised, bespoke alternative risk transfer products and solutions that drive added value in financings and investment, M&A transactions and general corporate insurance programmes.
Commodity Price Risk Insurance
Commodity Price Risk Insurance enables companies to efficiently protect themselves against unforeseen movements in global commodity prices. It provides commodity price risk management tools through a user-friendly insurance policy. Companies purchasing this cover are able to benefit from protection whilst eliminating the complications associated with the hedging of risk.
Residual Value Insurance
Residual Value Insurance (RVI) helps companies manage their asset value risk by guaranteeing that a properly managed asset will have an agreed value at a future date. RVI can ‘harden’ asset values to make them suitable for use as collateral on debt financings when lenders may otherwise be unwilling to loan at a reasonable LTV on those assets.
Performance Insurance
Performance Insurance facilitates efficient financing and addresses performance risk in the operation of an energy facility or technology by guaranteeing a level of production sufficient to meet debt servicing or by supporting the warranty obligation of the insurance provider
Warranty & Indemnity Insurance
We offer our clients access to bespoke Warranty & Indemnity insurance solutions that enable them to transfer M&A related risks to the insurance market for breach of warranty, a claim under a tax covenant or misrepresentation in the underlying acquisition agreement.