Pre-Closing Insurance Advisory Services

Understand and Mitigate Risk Before the Deal Closes.

We support lenders and owner/operators in navigating insurance complexities before closing. Our team ensures that insurance structures meet lender requirements, mitigates risk, and aligns with the transaction’s financial and legal framework in securitized, agency, balance sheet, and construction commercial real estate executions, in addition to leveraged finance, ABL, project/infrastructure and other corporate executions.

Our Services

We don’t just check boxes – we ensure your insurance structure supports the economics and timeline of your deal.

  • Drafting and negotiation of insurance requirements tailored to execution type and asset class
  • Comprehensive policy reviews to identify exclusions, aggregation issues, and insufficient limits
  • Risk-specific coverage – Assessment of environmental, cyber, and specialty insurance needs
  • Detailed review of catastrophe risk modeling for catastrophic risks
  • Shortfall analysis across property, liability, catastrophe, business interruption other coverages
  • Reg H flood insurance compliance – Ordering of flood determinations
  • Endorsement compliance – Confirmation of required additional insured and lender protections
  • Investor and rating agency advisory