Transaction Services Due Diligence Experts Focused on Investors

Hauser M&A Transaction Services creates value and instills confidence by providing comprehensive due diligence on the insurance and employee benefit programs of acquisitions targeted by private equity firms. Born out of an investor group, Hauser is uniquely positioned with accountability to both the portfolio company and the financial sponsor.

Scope of Services

We identify potential risks, liabilities, gaps in
coverage and project future costs associated with:

  • Property and Casualty Insurance
  • Management Liability Insurance
  • Transaction Liability (Representations & Warranties)
  • Group Health and Welfare
  • 401(k) and Retirement Plans
  • Key‐Person Life Insurance

In addition, Hauser supports the review of purchase and sale agreements, disclosure schedules and insurance documentation necessary to satisfy lender requirements during transactions.

The Hauser team will be with you every step of the way – from LOI through exit.

As companies continue to grow, Hauser remains a valuable resource, assisting with due diligence for add-on acquisitions and exit readiness.

We regard your investment as if it was our own.

Hauser scrutinizes every transaction with an investor mindset, bringing the highest level of detailed, collaborative, consultative service to each transaction. We recognize the importance of controlling and maintaining costs, thus we provide exceptional solution-based results to each unique transaction. Hauser’s expert team is adept in working with rapidly growing companies and provides a sophisticated portfolio of dedicated resources.

That’s why Hauser is the preferred partner to private equity.

Based on our team’s collective experience with more than a thousand transactions, Hauser’s refined, efficient due diligence process identifies and addresses all risk issues associated with mergers and acquisitions. We provide actionable recommendations and consolidated resources to assist private equity firms in developing strategic action plans for pre-close and post-close initiatives.

We have significant experience working with all transaction structures including:

  • Control buyout
  • Recapitalizations
  • Minority investments
  • Growth equity
  • Mezzanine debt, and
  • Special situations such as corporate carve-out assets and distressed/bankrupt entities