Name: BMS Group
Price range: $

We have access to insurance capacity across the world and have developed strong relationships with M&A and Tax insurance markets in London, Europe, North America and Asia.

Our team is a group of multi-disciplined professionals with backgrounds in M&A, Insurance, Law, Tax, Finance & Accounting and Litigation.

With in-depth global experience, we have extensive expertise in well over 1,000 cross-border M&A transactions.

We partner with our clients and their advisers to help them navigate efficiently through the course of a transaction. This entails an in depth understanding of the transaction dynamic, our client’s commercial goals and identifying potential obstacles as early as possible. This process allows us to provide innovative insurance solutions which facilitate transactions regardless of the complexity, size and sector, all within your transaction timetable.

We are specialists in designing, preparing and executing corporate risk allocation.

Our experience in the industry

55

countries where we have supported transactions

1,000+

global M&A deals advised on

$50bn+

of transaction value advised on

$13.2bn

largest transaction worked on

Our Expertise

Warranty & Indemnity (W&I) or Reps & Warranties (R&W)

Provides cover for financial loss incurred in relation to valid breaches of a warranty or representation pursuant to an acquisition agreement or a claim under a tax covenant or tax indemnity.

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Tax Liability

Provides cover for identified tax risks emanating from current, pending or historical transactions or reorganisations. Tax Liability Insurance can shift the responsibility for tax issues from the insured to the insurer, thereby minimising financial risks, uncertainty and associated exposures.

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Title

Provides cover for a number of real estate and asset related risks. These include challenges to legal title, boundary issues, incapacity of prior owners, restrictive covenants, chancel repair liability, rights to light and missing searches.

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Contingent Risk

Provides cover to offset the risks associated with specific contingent liabilities that are capable of legal analysis.

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Liquidation

Provides cover to help to unlock capital held in reserves for legacy and contingent liabilities where investment funds are reaching the end of their fund lifespan or where corporate groups are looking to be rationalised.

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Intellectual Property

Provides cover for financial losses suffered in connection with infringement lawsuits and IP invalidation proceedings, as well as to address indemnification claims related to a company’s IP or its products or services under contracts with several parties (including licensees, licensors, customers and manufacturers).

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Litigation Buyout

Provides cover for a threatened, anticipated or current litigation, arbitration or dispute by ring-fencing the issue or providing cover in excess of the likely outcome.

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Why us?

Entrepreneurial

Our entrepreneurial spirit has enabled us to develop strong relationships within the world of Mergers and Acquisitions (M&A), be it private equity or infrastructure funds, investments banks, law firms and the wider advisory community.

We take a 360-degree advisory approach to your transactions with the same deal team working on them from origination to execution to claims management.

Independent

We provide a global yet independent alternative to the M&A insurance teams at the world’s largest brokers. Our dedication to service excellence on every enquiry and policy placed is absolute and is the basis upon which we build lasting relationships.

Furthermore, our commitment to employee ownership helps attract some of the most talented people to ensure our dedication to service excellence is delivered.

Specialist

We are specialists in designing, preparing and executing insurance solutions for a wide range of transaction dynamics, always serving our clients’ interest first. We have a proven track record of working on domestic and cross-border transactions and understand the subtle differences that these types of transactions require. If a client has a complex international transaction, we will provide knowledge and assistance on these placements with our teams on the ground in London, Europe, North America, Australia, LATAM and Asia.

Innovative

We strive to find innovative solutions and are leading the way in disrupting the current model of how M&A insurance solutions are procured to find further synergies and economies of scale for our clients.

Furthermore, we have invested in an online platform that will provide greater efficiencies to the transaction deal team and ensure the M&A insurance workstream runs smoothly along with your deal.

What we do

Advisory and placement

Every M&A transaction is different and we pride ourselves on being able to structure tailored M&A insurance solutions with the broadest coverage in a clear and concise manner.

We have access to insurance capacity across the world and have developed strong relationships with M&A and Tax insurance markets in London, Europe, North America and Asia. This allows us to generate competitive tension at the insurer selection stage, thereby allowing us to secure broader coverage and competitive insurance terms.

Our team is a group of multi-disciplined professionals with backgrounds in M&A, Insurance, Law, Tax, Finance, Accounting, and Litigation. We take an advisory approach to M&A insurance broking and we therefore partner with our clients and their advisers to help them navigate efficiently through the course of a transaction. This involves an in depth understanding and forensic analysis of the transaction documents and due diligence reports, our client’s commercial goals and identifying potential obstacles as early as possible. This process allows us to provide innovative insurance solutions which facilitate transactions regardless of the complexity, size and sector, all seamlessly integrated within your transaction timetable.

Training and professional development

As a team, we look to go above and beyond to make our client’s lives easier and therefore we are always available to assist you, your team and your clients when it comes to delivering training modules and thought leadership presentations on a range of topics. From educating advisers at the start of their career on how W&I insurance works in a transaction process to panel talks on the latest hot topics and how M&A insurance solutions can benefit you. We will utilise the latest technology to encourage excellence in the wider M&A community.

Claims

We work with those insurers who have a strong track record of dealing with claims in a collaborative and swift manner. The BMS Private Equity, M&A and Tax division is supported by an experienced team of claims advocates who pride themselves on effective claims management, negotiation, and resolution to help navigate complex M&A insurance related claims. This is an integral part of the service we offer. We maximise our market knowledge to ensure your interests remain protected at all times.