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Insurance Solutions for the M&A Industry

PLI Brokers specialise in supporting M&A professionals - including business advisors, corporate finance firms, and dealmakers - with insurance solutions tailored to the high-stakes nature of transactions. Whether you're working on buy-side, sell-side, or advisory mandates, we help manage your risk exposure at every stage of the deal.

Why M&A Professionals Choose Us

Specialist Industry Knowledge
We understand the legal, financial, and reputational risks involved in M&A - including due diligence, valuation disputes, and advisory liability.

Tailored Insurance Solutions
From transaction-specific coverage to broader professional risks, we design policies that align with the size and complexity of your deals.

Fast Turnarounds
We move quickly to support live deals. Our team provides same-day quotes and prioritised service to keep your transactions moving.

Post-Deal Support
Our relationship doesn’t end at settlement. We provide ongoing advice, claims support, and annual policy reviews to protect you between deals too.

Types of Insurance Cover for M&A Firms

Covered

Legal Expenses Cover

Cyber Insurance

Transaction Liability Insurance (TLI)

Professional Indemnity (PI) Insurance

Directors and Officers (D&O) Insurance

Not Covered

Legal Expenses Cover

Cyber Insurance

Transaction Liability Insurance (TLI)

Professional Indemnity (PI) Insurance

Directors and Officers (D&O) Insurance

Insurance Solutions for the M&A Industry

Who Needs M&A Services?

Companies seeking growth opportunities or looking to enter new markets often engage in M&A activities.

(03) 9967 1400
enquiries@plibrokers.com.au

Why PLI?

We have you covered.

01

Tailored Insurance Solutions

Our team at PLI Brokers crafts bespoke insurance solutions tailored to your specific needs.

02

Expert Risk Analysis and Management

PLI Brokers provides expert risk analysis and management services to safeguard your business against potential threats.

03

Unparalleled Customer Service

Our dedicated team is committed to providing prompt, professional, and personalised assistance at every step of your insurance journey.

Frequently Asked Questions

Why do I need insurance if my role is just advisory?

Even in advisory roles, you can be exposed to claims of negligence, misrepresentation, or conflict of interest - especially if a deal goes south. Getting the right cover ensures you're protected.

Is there insurance to protect me during a specific deal?

Yes - we can arrange deal-specific coverage if you're involved in high-risk transactions. We tailor options depending on deal size, parties involved, and your role in the transaction.

What’s Legal Expenses Cover and do I need it?

Legal Expenses Cover can help with the costs of defending contract disputes, client complaints, or responding to investigations. In the M&A world, where legal disagreements can escalate fast, this cover provides a safety net.

Explore our industries

Schedule a meeting with a PLI Broker today.

We believe in working closely with you to understand your unique needs and preferences, ensuring that the insurance coverage we offer is affordable and precisely tailored to meet your requirements.

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