The Investment Table: Lunchtime Webinar | Inside the Deal: Surety Trends and RWI Strategies for Sponsor-Backed Transactions

Key Insights From This Episode

Transactional Insurance Is a Friction-Removal Engine

Reps & warranties insurance is more than risk transfer — it accelerates deal timelines, simplifies indemnity negotiations, and reduces escrow requirements, ultimately improving IRR and capital returns.

Surety Demands Strategy, Not Surprise

Surety solutions such as SHY bonds are often overlooked until closing, but early engagement and structuring can prevent late-stage liquidity traps and free up capital for strategic use.

Complexity Doesn’t Disqualify Insurance — It Requires Intentional Allocation

Deals with carveouts, cross-border components, or distressed assets still benefit from transactional insurance — but require bespoke risk allocation and clear diligence to be effective.

Timing and Repeatability Drive Best-in-Class Outcomes

Integrating insurance strategies early in deal negotiation and building long-term insurer relationships improves pricing, certainty, and predictability across portfolios.

Continuation Vehicles Are Emerging Insurance Frontiers

Reps & warranties insurance enhances continuation vehicle alignment by strengthening LP/GP disclosure, governance, and fairness, reducing post-transaction tensions.

Innovation and AI Are Shaping Insurance Utilization

The insurance market is rapidly evolving, with loss-sensitive structures, captives, and AI-assisted diligence expanding how sponsors use insurance not just for closing deals, but for ongoing value creation.