Buy-side Transactions for Insurance Companies

Buy-side transactions for insurance companies require a unique set of skills and capabilities including, but not limited to, an understanding of statutory accounting, risk-based capital, and ratings agency implications.  The process must begin with the capability to search and analyze the widest range of potential targets and end with a strong understanding and ability to control the nuances of the negotiation process. Additionally, if necessary, the ability to raise the capital required to finance the acquisition is essential.  

At LMC, we offer a full-service solution for buyers.  This includes identifying targets, complete analysis, valuations, drafting letters of intent, due diligence, financing, negotiation, ratings agency impact, and regulatory approval.

In addition to our own proprietary buyer database, our network of relationships with other investment banks, reinsurers, law firms, actuarial firms, accounting firms, and state insurance regulators assures each client that the maximum number of potential acquisition targets will be identified during the selection process.

We also provide a level of service and senior attention not found at larger investment banking firms. Our professionals have the resources to reach nearly every corner of the globe to find the right acquisition target for each client. Throughout the selection process, senior level professionals work directly with management to develop evaluation criteria, create initial target lists, focus and prioritize potential targets, and review relevant issues prior to final selection and initial contact.   As the transaction unfolds, if needed, we are able to introduce our clients to key support experts in the actuarial, tax, and accounting fields, as well as ratings agencies, state regulators, and financing sources.