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Late M&A insurance due diligence compresses deal planning window
An insurance advisor brought in only weeks before closing typically limits work to execution, pushing structural decisions and alternative-market options out of scope.
Many M&A teams engage an insurance advisor for M&A insurance due diligence late in the process, but that timing can narrow what the advisor can realistically fix, according to Insurance Business. The outlet says the advisor often arrives only a few weeks before closing, after the time to address structural issues has already passed.
Insurance Business points to the IMA Financial Group team, including Jordyn Arons Rosen, Kevin Crowley, Shawn Carroll, and Meredith Milley, who describe how the scope changes depending on when the advisor is brought in. It says the engagement can start differently across deal phases, and that arriving in the final weeks before closing shifts the work.
The outlet notes that when the advisor is added late, structural decisions, alternative markets, and long-term planning tend to get pushed off the list. Insurance Business adds that the conversation frequently changes from optimization to execution, with the focus turning to what is needed to close the deal.