M&A | Private Equity

 

Insurance and benefits expertise is an important part of any Mergers & Acquisitions (M&A) process. The experts at SilverStone Group can provide that and much more. Our team has the resources and experience necessary to help you successfully manage and close any deal.

We have a fully integrated team that can provide highly competent, pre-close insurance and benefits diligence, as well as post-close brokerage and consulting services for portfolio companies of all industries, sizes and risk profiles. Ryan Blum, Managing Director, has extensive expertise backed by invaluable experience as a lawyer, client, analyst and advisor. He has worked on or led more than 150 deals throughout his career.

Our M&A professionals serve as trusted advisors and strategic partners with lower-to-middle market private equity firms and acquisitive corporate clients. We offer sophisticated advice and guidance coupled with Midwestern values and service. Honesty, integrity and humility are pillars of our service model.

Our comprehensive advisory services address a broad spectrum of needs. At a minimum, we will:

  • Provide pre-close insurance and / or benefits diligence for all deal types (i.e., stock, asset, carve-out, portfolio company add-on, etc.)
  • Identify substantive “red flags” relative to coverage, compliance and costs, and suggest resolutions for identified issues
  • Spot potential savings to fixed costs (i.e., premiums, pre-close vs. post-close)
  • Articulate and manage insurance implications to ensure a smooth close (i.e., lender certificates and go-forward management liability [D&O, EPL, Fiduciary])
  • Provide post-close holistic management of portfolio company’s insurance and benefits programs
  • Oversee general partnership liability insurance placement
  • Transaction liability consulting, e.g., Reps & Warranties Insurance and risk transfer

Meet the Team