CAC’s experienced Diligence and Portfolio Solutions group understands the intricacies of executing transactions. Our team works directly with buyers and targets to ensure that our solutions maximize enterprise value. We service clients in a variety of industry sectors and are always customizing insurance programs to suit client needs.

Our team creates a seamless experience from beginning to end of a transaction, through insurance and health & benefits due diligence as well as post-close portfolio solutions inclusive of specialty coverages such as Environmental Liability, Management Liability, Cyber Liability, and more.

Due Diligence Services:

  • In-depth identification of financial and operational exposures
  • Commercial insurance program review of coverages, program structure, collateral and pricing
  • Health and Benefits program review
  • In-house claims analytics and underwriting to ensure most cost effective outcomes
  • Pre and post-close budgeting
  • Contract review and recommendations

Portfolio Solution Services:

  • Complex property and casualty programs
  • Portfolio program design for single or multiple lines of coverage across portfolio companies
  • Distressed business and loss sensitive solutions including collateral recapture
  • Integrated program solutions
  • Carve-out and program restructuring
  • Bolt-on acquisitions
  • Claims Advocacy and Safety/Loss Control programs