DOXA Transactional can provide quotes on a wide range of enterprise values but focuses on quoting primary insurance coverage on submissions with enterprise values between $25M and $1.5B.

The following information should be provided to obtain a quote:

• Detail on the coverage requested – including limit(s), retention(s), policy length, inception date and any deal-specific enhancements;
• Transaction information – including deal enterprise value, timing to Sign and Close, and a detailed description of the target, the deal parties and their advisors;
• List of the diligence to be provided by the Insured and/or its advisors – including any draft reports if already prepared; and
• Relevant deal documentation – including, but not limited to, confidential information memorandum or management presentation, year-end financial statements of the Target, letter of intent (if applicable) and the most recent draft transaction agreement.

As early as possible once a Buyer either enters a competitive Auction process or signs a Letter of Intent with a Seller. While quotes may be obtained with limited information, the more information a broker provides regarding the Target company, it’s financials, the deal parties and deal dynamics, the more targeted a quote will be. We are also happy to provide general guidance on potential transactions that have not yet commenced. 

DOXA Transactional’s process always mirrors the deal process and can move as fast or as measured as necessary. Underwriting can be performed within 24-48 hours from the time of engagement if needed and assuming all relevant diligence and deal documentation is provided in a timely manner. Our underwriters always work with you to structure the coverage to fit the deal.