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M&A Diligence and Portfolio Solutions

CAC’s M&A Diligence Team improves M&A transactions by evaluating a target company’s risk management program, transferring risks, and maximizing enterprise value. We work directly with buyers, target companies, and other transaction advisors to deliver a comprehensive experience from initial engagement, through the ultimate investment exit.

We service clients in all industry sectors and customize our work product to suit our client’s needs.

  • Provide comprehensive, detailed insurance program overviews inclusive of:
    • Pre-close program adequacy
    • Post-close conceptual program structures and associated costs, inclusive of fixed costs premiums and estimated self-funded loss costs
  • Use data and analytics to internally underwrite and identify areas to improve enterprise value, liquidity, and overall creditworthiness of the target company as well as future bolt-on acquisitions
  • Identify any uninsured or underinsured areas and quantify the potential incremental costs
  • Insurance accrual/collateral analysis – quantify any outstanding liabilities associated with insurance policies where Target retained, or retains, financial responsibility for self-funded losses using a deductible and/or self-insured retention and compare this amount against balance sheet accruals, insurer required collateral and QoE for adequacy
  • Review draft PSA (including relevant draft Disclosure Schedule), loan covenants, lease agreements as well as any other material contracts, and provide advice with respect to insurance-related clauses

By offering a full suite of solutions, including Human Capital Risk and Transaction Liability, we find the correct and most comprehensive result for our clients.

Placement / Portfolio Solutions

  • Organize and aggregate PortCo insurance data across the portfolio to create insight and leverage using CAC’s proprietary technology platform
  • Understand total cost of risk
  • Identify and leverage key trading partners
  • Provides consistency of coverage across the portfolio
  • Greater claims payment leverage with markets
  • Data analytics used to structure most efficient program
  • Expense reduction – increase EBITDA and EV

How We Are Different

  • Advocate for both Sponsor and Portco
  • Technology Solutions – use of proprietary database and analytical tools
  • Proactive approach to expense reduction strategies
  • Product and industry professionals utilized for diligence will be the same team to place the programs creating better market results


Clients choose CAC Specialty because we offer a full suite of specialized practice groups that work seamlessly together to find the right solution for your deal.

Practice Leader

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Andre Eichenholtz

Executive Vice President and Diligence & Portfolio Solutions Leader

M&A Diligence and Portfolio Solutions Team

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Brian Lu

Senior Vice President

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Danielle Butterfield

Associate Vice President, Portfolio Solutions Select Clients

Ebony Williams

Account Manager

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Eric Deng

Project Manager

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Eva Tochterman

Senior Vice President

Helen Dillen

Account Manager

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Jackie Gaulin

Account Manager

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Katie Flynn

Senior Vice President

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Katrin Haynes

Senior Vice President

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Kristian Krebs

Associate Account Executive

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Ross Rodefeld

Senior Vice President

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Terry Wilson

Senior Account Manager

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Tom O’Leary

Senior Vice President

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Veronica Ferreira

Senior Vice President

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Wayne Hoffmann

Senior Vice President