New business models are fueling the insurance industry's continued growth. Increased merger and acquisition activity reflects insurers' need for support of emerging structures and strategies. But with transformation comes uncertainty. Katten is a prominent legal advisor to private equity investors seeking value-driven insurance investments.

Insurance insights build investment certainty

As active legal counselors in insurance-related transactions, we understand the pressure points. Multistate regulations, sluggish innovation and global competition challenge alignment between business and investment strategies. Our counsel reduces transactional risks involving insurance and reinsurance companies, agents, brokers, and related insurance and lending professionals. With targeted due diligence and compliance programs, we help keep domestic and cross-border deals in play in the short term and strengthen the viability of those investments for the long run.

Investment counsel shaping the industry

Katten focuses on keeping clients — funds, independent sponsors, family offices and their portfolio companies — competitive in a shifting landscape. As we navigate clients through unfamiliar territory, we innovate structures, deal terms and agreements to achieve their goals.

We base our counsel on experience with all segments of the insurance industry and private equity-centered commercial finance. We have a background in resolving industry-specific finance challenges, such as collateral and change of control restrictions and financial covenant tests. Additional resources address issues in:

  • Benefits and executive compensation
  • Intellectual property
  • Labor
  • Privacy, data and cybersecurity
  • Regulatory compliance
  • Tax
  • Technology