Commercial Insurance ·
Mergers & Acquisitions
Mergers & Acquisitions Insurance for Middle-Market Deals
Specialized coverage built for the unique exposures that arise when your business is buying, selling, or transitioning.
Your risk profile isn't standard. Neither is our approach.
From representations and warranties insurance to transactional liability coverage, Simpson | McCrady brings independent broker expertise to every stage of your deal, so nothing disrupts the close.
Why This Requires Expertise
M&A Transactions Create Insurance Risks Most Brokers Miss
Body copy loads from the CMS.
When a business changes hands, the standard insurance program is rarely adequate, and in many cases, it becomes a liability in itself. A merger or acquisition introduces a compressed due diligence timeline, successor liability questions, coverage gaps created by policy transitions, and representations and warranties insurance that must be negotiated and bound before deal close. These aren't standard brokerage tasks. They require fluency in transactional risk, direct relationships with the carriers who write this class of business, and an advisor who can move at the speed of a live deal. Without the right M&A insurance broker engaged early, gaps in coverage can create material exposure (for the buyer, the seller, or both) that surfaces long after the transaction is complete.
What We Cover
M&A Insurance Coverage We Place
Get an Expert Review of Your Current Program.
Our Approach
An Independent Advocate, Not Another Vendor at the Table
As an independent M&A insurance broker, Simpson | McCrady has no obligation to any single carrier. That independence is not incidental. It is the foundation of how we protect our clients during a transaction. When you engage us on a deal, we assess your full exposure profile, identify the coverage requirements embedded in your purchase agreement, and go to market with the carriers who actually write transactional risk at the middle-market level. You receive an honest recommendation based on what your deal requires, not on what a captive relationship makes convenient.
We understand the rhythm of a live deal. Our team engages early in the due diligence process, before coverage requirements harden and before timelines compress, so that representations and warranties insurance, successor liability coverage, and any run-off or tail policies can be structured thoughtfully rather than rushed. We have worked alongside corporate counsel, CFOs, and private equity sponsors on transactions across Pittsburgh, Western Pennsylvania, and the Mid-Atlantic corridor, and we know what it takes to keep the insurance track running in parallel with the broader deal process.
Our relationship does not end at close. We continue as your advocate through the policy lifecycle: monitoring coverage adequacy, managing renewals on acquired entities, and representing your interests if a claim arises post-transaction. That continuity is what separates a true middle-market M&A insurance partner from a broker who delivers a binder and moves on.
Firm Credentials
The Depth Behind Your Coverage
One straightforward conversation is all it takes to understand where your coverage stands, and where it should be. Protecting Tomorrow Today.
Prefer to call? 412-261-2222 · info@simpson-mccrady.com