Rep & Warranty Insurance

Focused on Practical & Trustworthy Risk Management
Solutions that Support Your Strategy

Transaction Risk Specialists

With direct personal experience buying, selling, banking, and consulting,
we know how to navigate the process and provide support beyond the policy.

Strategic Protection for Mergers & Acquisitions

Reduce the impact of a rep or warranty breach with a Rep & Warranty policy.

Whether you're the buyer or the seller, there are
significant advantages to Rep & Warranty Insurance.
Please refer to your policy and insurance advisor to verify deductible details.

Buyers

The Benefit Set yourself apart in a competitive deal by making a 98-100% cash-at-close offer without sacrificing an indemnification pool.

When to engage Heritage Talk to us pre LOI. We can provide quotes up front so you know before submitting an offer what the cost of the policy will be.


Sellers

The Benefit Reduce the chances and the potential impact of an indemnification action while receiving more cash at closing.

When to engage Heritage Talk to us before going to market. We can provide quotes for use in your data room to establish up front that you expect a policy to be purchased.

 

What is Needed for Premium Indications

An underwriter will be able to provide a nonbinding quote of your expected premium using the following information:

  • Confidential Information Memorandum (CIM)

  • Financials

  • Narrative on Buyer

  • Access to Data Room

  • Purchase Agreement (if available)

  • LOI

What is Needed for Premium Indications

An underwriter will be able to provide a nonbinding quote of your expected premium using the following information:

  • Confidential Information Memorandum (CIM)

  • Financials

  • Narrative on Buyer

  • Access to Data Room

  • Purchase Agreement (if available)

  • LOI

Partnering with Strong National Carriers

 

Ready to Explore Rep & Warranty Insurance?

 
 

Ready to Explore Rep & Warranty Insurance?

Carl Bara

Co-Founder

Email: cbara@hia-oh.com
Phone: (520) 490-7798

Andrew Oswalt

Licensed Insurance Advisor

Email: aoswalt@heritageia.com
Phone: (614) 668-2332