Private Equity, M&A and Tax

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.

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.

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Pawar Tan

Tan Pawar

Head of Private Equity and M&A

T: +44 (0)20-7480-0264
M: +44 (0)7341-133-007
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Andrews Dean

Dean Andrews

Head of Tax and Restructuring Liability Insurance

T: +44 (0)20 7480 0308
M: +44 (0)7876 815 643
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Wallace Sophie

Sophie Wallace

Divisional Director

T: +44 (0)20-7480-0378
M: +44 (0)7824-605-613
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Leitch Harry

Harry Leitch

Director, Head of Deal Origination

T: +44 (0)20-7480-0346
M: +44 (0)7770-990-368
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Kemp Simon

Simon Kemp

Group General Counsel

T: +44 (0)20-7480-7288
M: +44 (0)7825-844-988
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Marcus Christie

Associate

T: +44 (0)20-7374-5937
M: +44 (0)7826-532-908
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Kanwar Chandini

Chandini Kanwar

Associate Director

T: +44 (0)20 7374 5990
M: +44 (0)7825 421 394
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Horn Justin

Justin Horn

Senior Associate

M: +44 (0)7721 815 230
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UK

One America Square
London EC3N 2LS
United Kingdom

T: +44 (0)20 7480 7288

FREILICH eric

Eric Freilich

Director, Legal Counsel, Private Equity and M&A

M: +1 647 533 9699
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Allen logan

Logan Allen

Director, Private Equity and M&A

M: +1 416-722-8171
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Toronto

161 Bay Street, Suite 4140,
Toronto, ON M5J 2S1

Lee Sandra

Sandra Lee

CEO & Head of PEMAT, Asia

T: +852 3579 5485
M: +852 9255 7088
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De Lange Martijn

Martijn de Lange

Managing Director - PEMAT

T: +852 3579 5486
M: +852 9772 9951
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Jessica Xi

Associate Director, Greater China Client Lead - PEMAT

T: +852 3579 5486
M: +852 6713 1883
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Lai Cathy

Cathy Lai

Business Development Lead - PEMAT

M: +852 9098 9760
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Jayasundara Nelumi

Nelumi Jayasundara

Senior Associate - PEMAT

M: +852 9801 3916
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Hong Kong

20/F Leighton Centre
77 Leighton Road
Causeway Bay
Hong Kong

Godden Andrew

Andrew Godden

Chief Executive Officer - Australia

M: +61 (0) 432-805-729
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Sydney

Level 3,
222 Clarence Street,
Sydney NSW 2000

T: +61 (2) 9165 3511

Ong Rae

Rae Ong

Business Development Lead - PEMAT

M: +65 9783 5566
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Ryan Heng

Director - PEMAT

M: +65 8792 6334
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Ryan Soh

Associate - PEMAT

T: +65 9792 5282
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Wei Lit

Wei Lit Wong

Associate - PEMAT

M: +65 8905 5655
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Singapore

61 Robinson Road,
#09-05,
Singapore 068893

T: +65 6018 0537

Claro Fernando

Fernando Claro

Chief Executive Officer, Iberia

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Schmitz Kai

Kai Schmitz

Divisional Director – Private Equity, M&A and Tax

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Ricardo Lecaro

Ricardo Lecaro

Divisional Director – Private Equity, M&A and Tax

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Madrid

Paseo de la Castellana 28, entreplanta
28046 Madrid

T: +34 91 419 76 40

Yongtak Lee

Yongtak Lee

CEO & Managing Director

T: +82 2 6405 1021
M: +82 10 3110 2807
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Cha Chloe

Chloe Cha

Associate Director

T: +82 2 6405 1021
M: +82 10 7164 7071
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Minji ha

Minji Ha

Senior Associate

T: +82 2 6405 1021
M: +82 10 4453 2738
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Kaylee Kim

Senior Associate

T: +82 2 6405 1021
M: +82 10 7106 1709
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Cho Wooyoung

Wooyoung Cho

Associate

T: +82 2 6405 1021
M: +82 10 7120 1827
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Seoul

S-Tower Kwanghwamun Co-Workers,
Sinmun-ro 1-ga, #1818 18F,
82 Saemunan-ro, Jongno-gu,
Seoul 03185

T: +82 2-723-1800

Schmitz Kai

Kai Schmitz

Divisional Director – Private Equity, M&A and Tax

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Ricardo Lecaro

Ricardo Lecaro

Divisional Director – Private Equity, M&A and Tax

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Miami (US)

800 Brickell Avenue
Suite 350, Miami, Florida 33131

T: +1 786-581-1896

Hewitt Tim

Tim Hewitt

Head of BMS Japan/ Managing Director

M: +81 70 9127 2075
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Kaori Iwai

Associate

T: +81 80 9415 9270
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Ryo Iizuka

Director - PEMAT

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Tokyo

Pacific Century Place 13F,
1-11-1 Marunouchi,
Chiyoda-ku,
Tokyo