M & A Private Equity

Insurance & Risk Management Services

Whether you are buying or selling, E.B. Cohen's dedicated mergers and acquisitions advisors are there for you throughout the entirety of the process. Our advisors ensure the transaction is concluded efficiently and effectively, while providing insurance due diligence, transactional risk insurance products, and risk management services to private equity and investment firms.

Our value added approach not only provides insight into the quality of the Risk Management program currently in place, but also may allow for opportunities to utilize portfolio company solutions and programs that we have developed for the hospitality industry. These solutions impact organizations in the following ways:

  • Reduce or close gaps in coverage

  • Take advantage of efficiencies to reduce costs

  • Add valuable coverage where none may have existed

  • Utilize technologies to enhance business processes related to Risk Management

 

In most cases, due diligence service fees are offset or reduced where our programs support portfolio companies.

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 Neil A. Owens, CIC, Esq.

 Managing Director

 P: 973.403.9500                                 E: [email protected]

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Derek Sherman, CIC

Vice President

P: 973.403.9500                                E: [email protected]

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Noel Walsh, CPCU, CRM, CIC, AAI, CRI

Vice President Key Accounts

P: 973.403.9500   

                            E: [email protected]

Our Services and Products

Merger and Acquisition Timeline

Pre-Announcement

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Strategic Planning

Analyze corporate strategy, business model and appetite for risk to identify viability of entering the M& A market

Due Diligence

Review seller exposures, both present and historical, and analyze seller business potential to determine target purchase price

Integration

Manage the business combination process to mitigate risk following completed transaction

Complete Transaction

Draft contract to align with due diligence findings

 

Seller Screening

Research seller's corporate strategy, business model and culture to determine whether it is a good fit

Announcement

Pre-Announcement

Exclusive Content

 
 
 
 

PRIVATE EQUITY | MERGER & ACQUISITION | PORTFOLIO COMPANY

DUE DILIGENCE SERVICES & RISK MANAGEMENT

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PRIVATE EQUITY | PORTFOLIO COMPANY |

MERGER & ACQUISITION PRODUCTS

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