Private Equity & M&A

Throughout the global investor and M&A community, our specialists provide independent Insurance Due Diligence, insurance programme design, review and reconstruction, Warranty & Indemnity (W&I) insurance, Tax Risks, Contingent Risks, and a range of specialist insurance and financial solutions that enable our M&A clients to drive added value in their transactions and portfolio companies.

Additionally, our specialist M&A team delivers a unique portfolio of products and services that enable investors to access finance, additional deal flow opportunities and to de-risk and enhance the security of their investments, through the application of sophisticated and proprietary insurance products and solutions that adjust and reduce risk.

The Matrix M&A team have extensive experience of delivering and administering M&A transactions to demanding timescales covering the whole spectrum of business types and sectors, from SME and mid-cap through to multi-territory international businesses.

Working with the world’s leading Private Equity houses, Advisories, Financial Institutions and Corporate M&A teams, we provide them with a complete end-to-end solution. The Matrix team works on projects covering the whole spectrum of M&A financing activity, recent projects have included the purchase of one of Europe’s largest logistics companies operating across 17 countries with over 600 properties; the carve out of a Netherlands based ISP and B2B, B2C energy supplier; a multi-national manufacturer of engine cooling systems for commercial vehicles with global manufacturing operations, one of Oceania’s largest fashion retailers, and YO! Sushi, the international restaurant chain; we also supported the acquisition of one of the UK’s most beloved doggy day care businesses, and perhaps unsurprisingly, largely due to Covid 2021 also saw an upswing in Health & Wellness / Fitness sector M&A transactions.

Matrix also support mid-market single territory transactions which are the life blood of the M&A market, and are proud to have worked on circa 50 mid-market transactions in 2022.

Matrix’s independent status ensures that our advice is free of any external agenda, we are able to work impartially with existing management and/or current brokers or alternatively, project manage the sourcing and appointment of alternative brokers, to provide certainty of coverage and the knowledge that, there will be no surprises post-transaction.