Experience to Identify Unrecognized Exposures

Companies in acquisition mode trust Lockton's Transaction Advisory Practice for deal-related insurance and employee benefits due diligence.

Our international team is made up of property casualty and employee benefits M&A specialists who have evaluated thousands of transactions. These experienced professionals become a part of your service team. They rapidly collect data that is most critical to your business deal.

Lockton’s Transaction Advisory Practice Associates make our clients the most educated buyers by helping them:

  • Evaluate the risk and expense management of the target company.
  • Quantify and define preclosing liabilities.
  • Provide postclosing insurance budgets for pro forma financials and the subsequent placing of postclosing insurance programs.
  • Create efficiencies to meet client financial objectives and exit strategies.

Graphic showing mergers and acquisitions benefits and risk management strategy

Scope of Services

Lockton conducts a comprehensive review of your company’s insurance, benefits, and risk management programs. Then we recommend options and strategies that lead to cost savings and other long-term financial benefits.

Our services include a review of three areas: financial analysis, transaction analysis, and insurance/benefits and risk management review.

Graphic showing mergers and acquisitions scope of services

Discover more Insights & Publications  |  Read more in the Lockton Newsroom  |  See our Client Stories
Discover more Insights & Publications
Read more in the Lockton Newsroom
See our Client Stories