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Marsh is a global leader in insurance broking and risk management (1st rating by Business Insurance). Marsh’ employs over 45,000 colleagues, who actively cooperate to serve Clients from different industries in more than 130 countries. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), with annual revenue of over US$20 billion.
Marsh is also one of the biggest insurance brokers in Poland – Marsh Sp. z o.o. employs more than 220 colleagues, including 160 insurance and reinsurance brokers, with annual revenue of approximately PLN 110m.
Private Equity and M&A (PEMA) Practice at Marsh is the leading provider of risk and insurance advisory and transactional services on mergers and acquisitions (“M&A”), divestments, structured finance and PPPs. We have over 230 M&A professionals worldwide and hub of 60 transactional risks specialists across EMEA, utilizing Marsh’s global platform to provide, structure and execute transaction services seamlessly to clients across all jurisdictions, ranging from pre-transaction due diligence, via transactional risk solutions to post-transaction integration. These capabilities mean that we can offer clients a full strategic partnership covering the entire life of the investment cycle from a risk management perspective.
We operate as a fully integrated team, based across key centres in London, Munich, Paris, Stockholm, Amsterdam, Milan, Warsaw, Dubai, Madrid and Johannesburg. Established in 1999, our team has been a leading figure in developing M&A risk insurance solutions in the European market over the last decade and is one of the most experienced broking teams in the market for this class of insurance.
Polish team of 7, has been the only M&A brokerage team on the local brokers market being available fully on the ground in Poland since late 2012.
In 2022, Marsh PEMA worked on 1438 M&A projects and placed almost USD $60 billion of limit into the market.
In 2022 across Poland we worked on almost 100 Polish M&A projects.
Our key products and services include broking in scope of transactional insurance lines (warranty and indemnity insurance, tax indemnity insurance, known risks insurance, title insurance), insurance and risks management due diligence reports, Management liability schemes for PE funds. Marsh also provides claims advisory services in relation to claims made under Transactional Risk insurance policies.
Relation to VC/PE industry
Due to product specifics, Private Equity funds are heavy users of transactional risks insurance solutions. Polish PEMA team works closely with top PE funds, including Resource Partners, Avallon, V4C, Cornerstone, ACP, CEE Equity Partners, Enterprise Investors, Waterland and others.
Areas of particular interest
Increasing M&A insurance awareness and exchanging broad M&A deals experience with various PSIK members.
Partners, key shareholders
Institutional investors hold a majority ownership of MMC through the 89.86% of the outstanding shares that they control. Key shareholders are: The Vanguard Group, BlackRock, State Street, Capital International Investors, Fidelity Investments, Capital World Investors, Wellington Management Company.