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:
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Reduce or close gaps in coverage
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Take advantage of efficiencies to reduce costs
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Add valuable coverage where none may have existed
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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.
Our Services and Products
Due Dilligence Services
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Risk Identification & Risk Profile Analysis -
Total Cost of Risk Analysis and/or Pro Forma Projection Analysis -
Gap Analysis -
Vulnerability Assessment -
Vendor & Document Risk Transfer Assessment -
Safety Training Assessment -
Contingent or Historical Liabilities Assessment
Risk Management
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Contractual Risk Management Review
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Leases
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AIA Agreements
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General Contractor Agreements
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Management Agreements
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Location Agreements
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License Agreements
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NDA
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Vendor Agreements
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Event Agreements
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Certificate of Insurance Review & Maintenance
Representations and Warranties Insurance
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Offers additional protection to the buyer beyond the negotiated indemnity cap and survival limitations in a purchase agreement -
Backstops negotiated indemnity obligations — a key benefit for private equity or venture capital funds at the end of their life cycle.
Tax Indemnity Insurance
Contingent Liability Insurance
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Litigation Exposures, Environmental exposures, Intellectual Property Infringement Claim, Employment matters & disputes, and Exposures relating to account methods adopted in the past
Merger and Acquisition Timeline
Pre-Announcement
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
