Investors & M&A

Navigating mergers and acquisitions requires a strategic approach to risk, ensuring deals are executed with confidence and financial certainty. Matrix provides specialist insurance solutions that support M&A transactions by identifying risks, optimising coverage structures, and enhancing financial outcomes.

Our expertise helps investors, private equity firms, and corporate acquirers manage transactional risks, protect deal value, and structure insurance programmes that align with post-transaction objectives.

Insurance Due Diligence

Investors & Acquirers:: Reducing transactional risk and ensuring a smoother exit.

Sellers & Vendors:: Identifying hidden risks and enhancing deal certainty.

A comprehensive review of insurance programmes and risk exposures to identify gaps, assess potential liabilities, and strengthen deal negotiations. This due diligence process provides clarity on the adequacy of existing coverage and potential enhancements to protect all stakeholders.

Programme Design

Private Equity & Corporates:: Tailored insurance solutions that align with investment strategy.

Legal & Financial Advisors:: Supporting risk mitigation strategies in deal structuring.

Matrix designs bespoke insurance programmes to address transaction risks, optimise cost efficiency, and ensure seamless integration of acquired entities into the buyer’s risk framework. This includes warranty & indemnity (W&I) insurance, tax liability cover, and other bespoke protections.

Programme Reconstruct

Post-Acquisition Integration:: Aligning insurance programmes with new corporate structures.

Portfolio Companies:: Strengthening coverage and improving risk efficiency.

Following an acquisition, we restructure and enhance insurance programmes to align with the evolving needs of the business, ensuring cost-effective and comprehensive protection across the investment lifecycle.

Programme Review

Investors & M&A Teams:: Ensuring optimal risk coverage for ongoing operations.

Management Teams:: Strengthening risk management for growth and value creation.

We conduct strategic reviews of insurance arrangements within an M&A portfolio to enhance protection, uncover cost efficiencies, and ensure policies remain aligned with evolving business objectives.

Why Matrix?

With deep expertise in M&A risk solutions, underwriting, and insurance structuring, Matrix is a trusted partner for investors, private equity firms, and corporate acquirers looking to:

• Improve transaction certainty and risk-adjusted returns
• Optimise insurance structures to enhance financial outcomes
• Protect deal value and support post-transaction integration
• Strengthen risk management strategies across investment portfolios