Detail-oriented insurance diligence to mitigate any challenge
We conduct a thorough review of clients’ or prospects’ existing insurance programs in order to create plans that mitigate risk, optimize coverage and minimize costs.
Fully understanding your risk is key to mitigating it
Comprehensive due diligence is essential to obtaining the best coverage. As a broker, we provide strategic insights required for our clients to make sound decisions. Our expertise in risk management market dynamics allows us to be thoughtful about your industry and geography.
The JMBI approach to insurance diligence
The diligence process needs to be expeditious and accurate given the fast-paced and high-stakes nature of business. We have a proven, step-by-step process that gives clients the confidence that “no stone has been left unturned” in assessing any potential risk. We fully integrate into your team, identifying insurable and uninsurable risk, evaluating existing coverage pre-transaction and setting a plan post-transaction.
We provide fast, accurate diligence to enable your transaction and build certainty
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Frequently asked questions
Yes, our diligence is conducted in-house by our seasoned and specialized team, which has deep experience in overseeing and advising private equity, family office and venture capital clients with their diligence needs for mergers and acquisitions. We leverage the most up-to-date tools and technology to ensure that our advice is rooted in our industry-leading, data-driven insights and modeling.
We understand that cyber exposures are an emerging, ever-growing and significant threat to businesses around the world. It is of high concern for funds and their target companies that need to navigate risk across their business and portfolio. We help clients strategically assess and improve their vulnerabilities. We put together an overall plan, alongside recommended service providers, to immediately address a claim in the event of a breach.
Yes. We design our diligence process to account for every step of your M&A journey. Our diligence addresses all aspects of ownership: acquisition, ongoing operation and divestiture. We work extensively with private equity, family office and venture capital clients, and we integrate our team’s experience with our proprietary data analytics tools to give you the confidence you need to understand your risk, make decisions quickly.
Contact us today about our insurance diligence solutions
When we say we are “client first,” we mean it. The best way to learn more about how JMBI can help build a risk management plan for you and your unique needs is to talk to one of our leading industry professionals.