Becker & Poliakoff

Insurance M&A

Becker attorneys provide practical, productive solutions to the sometimes complex legal and business challenges facing our insurance industry clients when they look to acquire or dispose of insurance operations, or restructure or recapitalize to achieve their goals.

Our experienced team’s skills and expertise include the important planning and preparation necessary to navigate the transaction process, assist with structuring and negotiating the transaction, prepare the deal documents, and assist with due diligence and scheduling requirements, and complete our insurance industry clients’ transactions on terms that promote, protect and preserve the value of the transaction.

Our attorneys have advised clients on a variety of strategic transactions across a range of insurance industry sectors and segments, including life, health, P&C, InsurTech, FinTech, reinsurance, captives, MGAs/MGUs, brokers, third party administrators and other intermediaries, including mergers and stock and asset acquisition and divestiture transactions, joint ventures, private equity and venture capital investments, leveraged buy-outs, spin-offs and split-offs and recapitalizations and restructurings.

In our role as a forward-thinking advisor to our clients, we recognize and work with our clients to address the convergence of technology and the insurance industry, including the opportunities and challenges presented by InsurTech and FinTech transactions and organic and transactional privacy and cyber-security concerns, as well as issues relating to big data ownership, and social media and intellectual property.

In addition to transactional services, leveraging the capabilities of our other professionals, we provide our insurance industry clients with advice and assistance regarding formation, financing, corporate governance, employment and compensation, litigation, real estate and other issues relevant to their businesses.