Transactional Solutions

In today’s hyper-competitive business environment, innovative solutions to transactional risk are more important than ever. The creative ideas and thoughtful analysis that Securitas Insurance Partners professional advisers brings to your deal are focused on lowering costs, improving coverage, and easing administrative loads. We provide the services and deliverables you need to improve the results of your deal and help you control your own destiny.

This is accomplished through a combination of:

  • Due Diligence
  • Deal Facilitation
  • Risk Management Consulting
  • Insurance Services
  • Portfolio Management
  • Information Management

Due Diligence

It’s one thing to put together a deal. Completing it is another. We’ll help buyers feel comfortable by delivering a detailed, analytic review of your target’s risk management and employee benefits program. We’ll also keep them aware of any marketplace changes that may effect the total cost of risk.

Our Due Diligence services are special in that they focus on understanding your business and not “selling you insurance”. We’ve done it for small to mid-size companies. We identify and quantify any and all key issues that could materially impact the value of a transaction, including business risks, financial risks, and operational risks. We consider historical and future exposures and discuss current and future trends as we identify potential risks.

Deal Facilitation

We work with Insurers who understand the risks of liability arising from M&A transactions and are willing to provide risk transfer targeted at those risks. There are also a variety of new and specialized coverage solutions evolving in the market today that we keep up-to-date with and are able to offer if they suit your needs.

While most small brokers are limited in the services and access they can provide and most large brokers save their resources for Fortune 100 clients, Securitas is uniquely structured to serve clients of any size.

Insurance Services

We bring the nimble creativity and customer attentiveness of a small firm coupled with the experience and market access of a big firm to every partnership. Our overriding goal is to protect your investments, directors, officers, and other partners, as well as your assets and earnings streams.

Portfolio Management

When you have multiple equity investment or ownership, maximizing your long-term value can best be achieved through portfolio management.  We can offer you:

  • Economies of scale
  • Efficiency of administration
  • Consolidated, consistent, and improved coverage terms and cost structures
  • Improved economics and information when an entity is sold