Workflow · Analytics
M&A Due Diligence
Runs an M&A insurance due-diligence review. It extracts and organizes policy data for the buyer and target, validates the entity map with you, builds a side-by-side program comparison, and surfaces coverage gaps, transaction-specific risks (change-of-control, tail, run-off), and pooling opportunities — then assembles a full diligence report. You make every final judgment.
What goes in
Transaction context (buyer, target, deal type, timing) and the insurance materials for both companies.
What you get
An M&A insurance due-diligence report: policy inventory, side-by-side comparison, gaps, transaction risks, pooling opportunities, and an integration roadmap.
How it works
- 1Transaction context: capture the buyer, target, deal type, and timing, then upload the insurance materials for both companies.
- 2Extract and map: SoterAI extracts policy data per company and builds an entity map for you to confirm before any findings.
- 3Compare and analyze: it builds a side-by-side program comparison and lets you pull threads — gap analysis, change-of-control, pooling, claims history, and more.
- 4Report: a full M&A insurance due-diligence report with gaps, transaction concerns, pooling opportunities, and an integration roadmap.
Related pages
What this workflow delivers
An M&A insurance due-diligence report: policy inventory, side-by-side comparison, gaps, transaction risks, pooling opportunities, and an integration roadmap.
8+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off