Lockton’s private equity and corporate acquisitions practice identifies unrecognized exposures and provides deal-related insurance and employee benefits due diligence. Lockton conducts a comprehensive review of insurance, benefits, and risk management programs, before recommending options and strategies that lead to cost savings and other long-term financial benefits.

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M&A Benefits Due Diligence

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M&A Benefits Due Diligence

    Lockton’s private equity and corporate acquisitions practice identifies unrecognized exposures and provides deal-related insurance and employee benefits due diligence. Lockton conducts a comprehensive review of insurance, benefits, and risk management programs, before recommending options and strategies that lead to cost savings and other long-term financial benefits. Reviews include three key areas: financial analysis, transaction analysis, and insurance/benefits and risk management review.

    Our services

    • Private equity transactions

    • Due diligence

    • Financial analysis

    • Transaction analysis

    • Insurance/benefits and risk management review

    Latest news & insights

    Fixed fire protection systems such as sprinklers are an effective way to control or suppress a fire in its early stages, limiting the potential loss to the property and the business, as well as the risk to life. However, to be effective, fire protection systems need to be available (not impaired), reliable (maintained) and adequate. Fire protection impairments continue to be one of the most common reasons for sprinkler failure and this risk needs to be addressed with a robust fire protection impairment programme.Inside Risk - Fire Protection Impairment Management

    Tax Liability Insurance: Market & Transactional Risk Update

    Despite a slowdown across the global M&A market last year, Tax Liability Insurance proved its worth,
 with numerous significant transactions relying on its protection. Now well into 2024,optimism prevails,
 buoyed by reports of a healthy volume of ‘dry powder’ poised for deployment. To facilitate these
 transactions, Tax Liability Insurance remains a vital tool. As the demands of the market continue
 to evolve, buyers can look forward to yet more product innovation.Despite a slowdown across the global M&A market last year, Tax Liability Insurance proved its worth,
 with numerous significant transactions relying on its protection. Now well into 2024,optimism prevails,
 buoyed by reports of a healthy volume of ‘dry powder’ poised for deployment. To facilitate these
 transactions, Tax Liability Insurance remains a vital tool. As the demands of the market continue
 to evolve, buyers can look forward to yet more product innovation.

    The potential pitfalls of green hushing

    A growing number of companies are choosing not to publicise details of their climate change targets to avoid scrutiny, accountability, and potential lawsuits. The strategy labelled “green hushing” is a reaction to a series of greenwashing allegations and legal challenges businesses have faced, but it comes with its own risks.A growing number of companies are choosing not to publicise details of their climate change targets to avoid scrutiny, accountability, and potential lawsuits. The strategy labelled “green hushing” is a reaction to a series of greenwashing allegations and legal challenges businesses have faced, but it comes with its own risks.

    AI risks: what directors and officers need to know

    All new technologies carry risks when introduced on an enterprise level. Artificial intelligence (AI) is no exception, and directors and officers may find themselves in the crosshairs should negative repercussions arise from the use of such tools. 

To be prepared for the potential regulatory scrutiny or claims activity that comes along with the introduction of a new technology, it is imperative that boards carefully consider the introduction of AI, and ensure sufficient risk mitigation measures are in place. All new technologies carry risks when introduced on an enterprise level. Artificial intelligence (AI) is no exception, and directors and officers may find themselves in the crosshairs should negative repercussions arise from the use of such tools. 

To be prepared for the potential regulatory scrutiny or claims activity that comes along with the introduction of a new technology, it is imperative that boards carefully consider the introduction of AI, and ensure sufficient risk mitigation measures are in place.
    See all news and insights

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    Our People solutions team bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

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    Lockton People Solutions FAQs

    Lockton believes every business maximizes their potential when their people maximize theirs. That’s why we help our clients make their business, and their people’s lives, better. We know employers need solutions that help balance attracting and retaining talent, manage costs and promote employee well-being. Lockton helps guide clients to people solutions that drive employee understanding, engagement and satisfaction; incorporate competitive total rewards and benefits packages; and manage and measure the effectiveness of your programs.

    We work with every client thinking about how we can best improve your employee experiences to drive engagement, understanding, satisfaction and productivity; design total rewards and benefits that increase perceived value and help attract and retain talent, while controlling costs; and help you make information-based decisions, measure and manage your programs, while driving a competitive business advantage amid an increasingly complex landscape.

    Lockton delivers a full suite of solutions in the following areas: employee experiences and engagement, total rewards and benefits, and management and measurement.

    Lockton is privately owned, which allows teams to prioritize client business. Our Associates are empowered to go above and beyond to help their clients succeed and the entrepreneurial culture at Lockton fosters data-driven solutions, solving problems faster and more efficiently.

    Lockton operates all over the globe through Lockton offices and a network of Lockton Global Partners.

    We can help with all M&A transactions from SME to large corporate.

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