Lockton’s dedicated due diligence practice comprises experienced risk and insurance experts who provide independent professional advice, reviews and tailored cover to protect your business throughout the transaction process.

PRODUCTS AND SERVICES

Due Diligence Practice

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Protecting your financial investments

Lockton’s dedicated due diligence practice comprises experienced risk and insurance experts who provide independent professional advice, reviews and tailored cover to protect your business throughout the transaction process.

Backed by a wealth of expertise across a number of sectors, including real estate and construction, our team will identify and mobilise the right experts for every project, while ensuring you have a single Lockton point of contact to drive your transaction forward. We liaise with specialist Lockton teams worldwide to deliver relevant, specialist advice globally for every type of insurance.

Our specialists interact and negotiate with the insurance market daily, remaining up to date on industry knowledge so we can provide precise intelligence. We act as your strategic advisor, delivering independent guidance, support and expertise to help you make the most informed decisions. Combining elements of due diligence and traditional insurance broking advice, we offer a flexible approach for each of our client’s unique needs.

Our Services

Corporate acquisitions

We provide professional advice on existing insurance arrangements of your target business, confirming the risks that the company is exposed to and how effectively their insurance program protects against these risks.

Real estate and construction transactions

We provide professional advice on existing insurance policies currently held or proposed by you, your partners or other third parties – including any Joint Venture agreements.

Expert advice, designed around you

Backed by decades of experience, we deliver tailored, project-managed services that meet your unique objectives and your specific timelines.

Lenders and financiers

We provide expert advice for commercial real estate lenders both pre-funding through our insurance due diligence service and post-funding through our insurance renewal review service. 

Through full management of the insurance due diligence process, our team supports your interests, advising on the appropriate insurance clauses to include in your facility agreement, and advising on any amendments requested by the borrower and/or their broker.

We also carry out full due diligence on the borrower’s insurance, reporting on deficiencies and noting where the terms of cover do not meet the requirements in your facility agreement. To expedite the process we work with the borrower and their broker, advising them on how to meet the terms of the facility agreement before issuing you with a formal report to enable you to sign off the compliant insurance arrangements. 

Post-funding, we can also ensure the terms of the facility agreement continue to be adhered to as the insurances renew year-on-year and perhaps change insurers. Through our renewal review service we will reach out to brokers in advance of renewal to ensure compliance is maintained. In the event of any deficiencies being identified we will report on these and liaise with the borrower and their broker to bring these back to a compliant position.

We're here to help

We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

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