Dealmakers face a myriad of risk management needs requiring specialized experience, actionable advice, and flawless execution. From initial due diligence and transactional risk insurance to portfolio-wide risk management and insurance procurement, Symphony Transact’s deeply knowledgeable specialists provide tailored engagements over the entire investment life cycle.
About
Symphony Transact is the specialty business of Symphony Risk Solutions focused exclusively on the risk management and human capital needs of private equity firms, independent sponsors, family offices and strategic acquirers. We work across the gamut of alternative asset managers and investment structures — anywhere a sophisticated approach to risk and insurance is needed.
Symphony Transact partners with private equity firms to identify, construct and execute bespoke solutions that meet the needs of this unique market. We help private equity firms protect balance sheets and maximize earnings, while recognizing that the most important factor to the success of a deal is often found within the intangibles — the interactions between the seller and the buyer’s advisors.
As the experienced M&A insurance brokers and advisors, we are an integral part of the deal team.
Symphony Transact is committed to industry and coverage specialization. Symphony Transact works in tandem with coverage and industry specialists to de-risk our clients’ investments and improve the certainty of outcomes. Some of our specialty services include:
Insurance and Employee Benefits Due Diligence – We perform due diligence on a target company’s insurance and employee benefits programs. We are differentiated by our experience across decades, deal sizes, industries and transaction structures.
Transactional Risk Solutions – Representation & Warranties, Tax and Contingent Liability bring certainty to transactional risk.
Brokerage and Transact – Working in tandem with our specialized business verticals, Symphony serves as the insurance broker and employee benefits consulting partner of choice for sponsored companies, public companies, and private businesses.
Portfolio Risk Management – We leverage our clients’ portfolios to create better outcomes, while providing governance and data/analytics to ensure that our clients’ risk management practices are optimized across their portfolios and competitive when compared to benchmarks.
Fund Manager Risk – Fund managers need specialized liability coverage to ensure their fiduciary responsibilities dovetail seamlessly with the portfolio companies’ Directors & Officers’ Liability program.
Because Symphony companies work in concert, we bring you unparalleled industry and risk-specific proficiency to create customized risk and human capital strategies.
Symphony Transact has unparalleled Mergers & Acquisitions expertise across all forms of acquirers. We are passionate about composing thoughtful and detailed programs beginning with a single transaction and ending on a chorus of seamless portfolio protection.
Symphony Transact puts our best on your side. Our best people. Our best ideas. Our best partners. Your best outcomes.
We service clients in all 50 states and worldwide through our global partnerships. Our teams are built around experts in both industry- and product-specific specialties.
Our method to create, implement, and execute our capabilities separates and differentiates us from publicly traded multinational behemoths, regional/local generalists, and “buy-and-flip” aggregators.