Resources

Navigating today’s economy: Strategic insights for business leadership

Market researcher and analyst Alex Chausovsky recently delivered an analysis of the current state of the U.S. economy and what to expect in the coming…

5 ways to win a deal

In a competitive transaction, the difference between a smooth close and a messy surprise often comes down to what you uncover before the ink is…

Staged accidents remain a growing risk for fleets nationwide

Staged accidents continue to present a serious and costly risk for commercial fleets. While recent alerts have pointed to elevated activity in New York and…

Anticipating and removing common RWI exclusions

Representations and warranties insurance (RWI) can protect a buyer against covered breaches, but it is not intended to insure every business risk or diligence gap.…

Why You Should Bind Transactional Insurance at Signing

Binding transactional insurance at signing can reduce uncertainty between signing and closing, but the strategy works only when the policy’s effective date, knowledge standard, exclusions,…

A Practical Guide to Tax Insurance for Mid-Market Deals

Tax insurance can help a buyer or seller manage a discrete tax uncertainty that might otherwise affect price, escrow, financing, or the willingness to close…

Lease structure in M&A: Where deals quietly win or lose

When a business is acquired, but the real estate is retained by the seller, the lease agreement becomes one of the most overlooked – and…

The Benefits of Nonprofit D&O Insurance

Nonprofit organizations provide essential social services that benefit their communities and their members. These organizations cannot survive without dedicated leaders to make major decisions on…

Discontinued Products Coverage: The Forgotten/Misunderstood Tail Policy

Most insurance due diligence focuses on claims-made policies and determining whether these need to be tailed out. The reason is that these policies tend to…

3 Key Tips for Evaluating Your Pharmacy Benefits Before a Merger or Acquisition

When considering a merger or an acquisition, reviewing the employee benefits strategy is essential for several reasons. Ensuring you retain key employees, cost control and…

Where Has Our Nonprofit Team Been in Q1 2026?

Our nonprofit team works tirelessly to stay on top of the latest industry news and trends so they can provide innovative recommendations to their clients. Our…

Top Nonprofit Industry Trends to Watch in 2026

The nonprofit sector has contended with a complex risk landscape for several years, largely fueled by funding pressures, economic uncertainty and rising demand for community…

10 Critical Steps to Take When Recovering from a Property Loss

Natural disasters like fires, floods, and storms can strike unexpectedly, causing severe damage and disruption to your business. As devastating as a property loss can…

The Hidden Engine of Rising Costs: How “Legal Abuse” is Reshaping the Insurance Landscape

The numbers on your latest insurance renewal could tell a frustrating story, especially if you are looking at auto or umbrella/excess coverage. While many attribute…

Vanishing Acts: When Social Engineering Targets Your Inventory

Social engineering fraud is no longer limited to wire transfers and funds-transfer scams. Increasingly, criminals are using deception to obtain physical goods and property -…

Why Tail Insurance Is Mission-Critical in Private Equity Transactions

In private equity, risk does not end at closing. In many ways, it begins there. One of the most misunderstood – and yet most financially…

RWI Q4 2025 Market Update

As M&A volumes remain below historical norms in Q4 2025, the market for reps & warranties insurance (RWI) continues to favor insured buyers – and…

How RWI Supports ESOP Transactions

In today’s complex business environment, Employee Stock Ownership Plans (ESOPs) have become a popular way for family-owned and closely held companies to provide liquidity and…

New Environmental Consulting Solutions for Private Equity Investors

In today’s rapidly evolving investment landscape, environmental risk management has become a critical factor for Private Equity firms seeking to safeguard their portfolios and drive…

Key Diligence Hotspots in Business Acquisitions

When evaluating potential acquisitions or assessing existing portfolios, understanding where challenging or “above average” risk exposures are concentrated is crucial. These exposures can influence the…

Reps & Warranties Insurance: Key Trends and Opportunities in Q2 2025

With the continued lag in M&A activity, the RWI market continues to remain competitive for insureds. Terms and rates continue to trend favorably. RWI providers…

The Do’s and Don’ts During an RWI Underwriting Call

You’ve signed off on an expense agreement and agreed to engage in the underwriting process with a Reps and Warranties Insurance (RWI) market. A critical…

Navigating the Economy in 2025: What Businesses Need to Know

The economic landscape of 2025 is brimming with challenges and opportunities. With inflation pressures, shifting consumer habits and evolving industrial dynamics, businesses and individuals must…

How to Get the Best Insurance Pricing

We’ve been in a historically long hard market. The hard market started in late 2017 and has lasted much longer than the typical 1-2 year…