Transactional LiabilityTransactional LiabilityOur creativity, expertise and an end-to-end service commitment deliver unparalleled execution certainty.Our Transactional Liability Practice is made up of M&A, tax, and litigation attorneys from top law firms, clerks at the U.S. Courts of Appeal, underwriters from leading transactional liability carriers, and in-house counsel at Fortune 50 companies. As a specialist broker, we are a dedicated and experienced team that adds value for our clients. Our RWI, tax, and contingent risk teams work together every day. We integrate ourselves into deal teams, dig into documents, and seek to transfer the maximum amount of risk away from the deal parties and to an insurer, at the best possible cost.Our M&A transactional solutions include:Contingent Risk InsuranceRepresentations & Warranties InsuranceTax Insurance FAQs What is transactional liability insurance, and who can it help? There are three main types of Transactional Liability insurance: Representations and Warranties Insurance, Tax Insurance, and Contingent Risk Insurance. The term “transactional” implies that this insurance is for deal parties in mergers and acquisitions (“M&A”) transactions, and that’s true. But it also helps investors in legal assets, companies facing legal liabilities, and taxpayers taking positions that lack certainty. What does each type of transactional liability insurance do? Representation & Warranty Insurance (RWI): Protects buyers from financial losses due to breaches of representations and warranties made by the seller during the transaction.Tax Insurance: Covers the economic risk of a tax loss arising from a taxing authority’s challenge to a tax position, either in the M&A context or in the ordinary course of business.Contingent Risk Insurance: Addresses various litigation, regulatory, and successor liability issues that may arise during a transaction, or locks in the value of a portfolio of litigation or IP assets. What broker expertise is required to deliver the best terms and service to clients in the Transactional Liability space? Transactional Liability insurance is as far as the industry gets from products that function as off-the-shelf, one-size-fits-all solutions. Each policy is tailored to the specific risk insured, and that requires experience, expertise, and market knowledge.Clients benefit when their brokers have seen the types of transactions at issue from the perspectives of legal, tax, and other advisors; underwriters; and the insureds themselves.To this end, we have built a team consisting of attorneys and tax advisors from top law and accounting firms, underwriters from leading transactional liability carriers, and in-house counsel from Fortune 50 companies, among others. This expertise ensures that the team can provide comprehensive risk management solutions and effectively advocate for coverage when claims arise.Industry Experts SpecialtyMichaelWakefieldExecutive Vice President and Transactional Insurance Practice Leader Bio Page Send SpecialtyAndrewMutterExecutive Vice President, Contingent Risk Practice Leader Bio Page Send SpecialtyJordanTamchinExecutive Vice President, Practice Leader, Tax Insurance Bio Page Send SpecialtyDavidBarnesExecutive Vice President, Practice Leader, Representations & Warranties Bio Page Send Discover related team members Employee Directory Related Products Tax Insurance CAC Specialty’s Tax Insurance team comprises tax attorneys and former tax insurance underwriters who combine their technical expertise, industry experience, and business acumen to craft innovative and unique tax insurance solutions for every client. Learn more Representations & Warranties Insurance CAC Group’s representations & warranties insurance specialists work with buyers in corporate transactions to secure post-closing coverage for losses from breaches of the seller’s representations and warranties, reducing or eliminating the need for a seller’s escrow and facilitating getting deals closed. Learn more Contingent Risk CAC Group is a thought leader in litigation risk transfer solutions for corporate litigants and law firms. Our Contingent Risk Practice has a comprehensive approach to building the market, with a focus on strong carrier relationships and a dedicated team of attorneys. Learn more Related Industries Private Equity Real Estate Healthcare Private EquityCAC Specialty Launches New Private Equity Practice, Announces Leadership Appointments February 7, 2025 Visit Article Take the Next StepConnect with our CAC team today.