To request Representations and Warranties coverage, please consult your broker and provide the following documents and information. No application is required.

  • A copy of the Confidential Information Memorandum or other Management Presentation describing the Target business
  • The most recent financial statements of the Target (2 years annual, and current year-to-date)
  • The current draft of the Purchase Agreement
  • The Letter of Intent between the parties, if negotiations are under exclusivity
  • The expected Transaction Value
  • The coverage limit being requested, and any special coverage requirements

To request Tax Opinion or Contingent Liability coverage, please consult your broker and provide a summary of your coverage request together with copies of any due diligence that has been prepared on your behalf. No application is required.

Brokers, please submit coverage requests to the Berkley Transactional team mailbox: BerkleyTransactional@berkleypro.com