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Whether you’re in acquisition mode or a financial sponsor, we have solutions for you.

Transaction Advisory Services - Closeup View of a Business Man and Woman Working Together on Financial Data Analysis with a Calculator Tablet and Numerous Data Charts in the Office

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Whether you are a financial sponsor or a Corporate Entity in acquisition mode, you can trust our Transaction Advisory team to handle deal-related risk management, HR, tech, and Employee Benefit items.

Areas we are involved in provided guided expertise and bespoke solutions:

  • Representation and Warranties (R&W) Insurance
  • Tax Liability Insurance
  • Contingent Liability and Distressed Deal Insurance
  • Human Resources Integrations / Auditing
  • Employee Benefit Plan Due Diligence
  • 401k / 403b Plan Due Diligence
  • Property and Casualty Due Diligence

How we most often help:

  • Analysis of the impact of a transaction (through multi-angle M&A due diligence review).
  • Demographic risk analysis.
  • Major Medical pre and post-transaction structure.
  • Commentary on best health financing options.
  • HR Integration and Administration support.
  • Compliance Audit pre and post-transaction.
  • Cobra and ACA compliance and audit.
  • Payroll and Technology Platform review—pre and post-deal structure.

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Contact Cambridge Insurance Advisors

Headquartered in New York, NY, with offices in Morristown, NJ, and Westport, CT, and two remote offices in Glastonbury, CT and Sanford, ME.  We proudly serve clients in all 48 contiguous states.

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  2. Step 2Review your options with us.
  3. Step 3Get the coverage you need.

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