Transactional Risk insurance

North American expertise. Global reach. Greater certainty for complex transactions.

Find out more about our global Transactional Risk offering

Tailored Transactional Risk solutions for North American deals

DUAL provides tailored Transactional Risk coverage for North American M&A. Our local team provides RWI insurance for small- to middle-market transactions and Tax Liability insurance for transactional and standalone risks, supported by DUAL’s global expertise on complex and cross-border risks.

U.S. Bureau of Economic Analysis data shows that foreign direct investors spent $232.2 billion acquiring, establishing or expanding U.S. businesses in 2025, up 49.5% from 2024. Acquisitions accounted for $218.4 billion of that total, highlighting the scale of deal activity and the need for specialist support.

Our North American underwriters are part of a global Transactional Risk practice with 100+ experts across 17 underwriting locations. This gives you local market knowledge with international support wherever a deal takes you.
 

100+

Transactional Risk experts globally

A+ and A

S&P and A.M. Best-rated carriers

Global experts

across 17 underwriting locations

Tax Liability insurance

Transfer identified tax risks and potential liabilities, giving your clients greater certainty over risks that could affect a transaction or other business activity.

Coverage can help your clients:

  • Address tax risks arising from M&A, reorganizations or ongoing operations
  • Protect against additional tax, interest and penalties, contest costs and gross-up costs
  • Support negotiations with greater certainty over potential liabilities

Representations & Warranties (RWI) insurance

Protect buyers and sellers from financial loss arising from unknown breaches of representations and warranties in an M&A agreement.

Coverage can help your clients:
 

  • Reduce risk retained by sellers
  • Reduce buyers' counterparty credit risk
  • Strengthen bids and speed up closing
  • Support clean exits

 

Reps & warranties

Who we work with

Our coverage is designed for businesses, investors and advisors involved in North American and cross-border transactions.

We have experience arranging coverage for:

  • Private equity funds
  • Institutional investors
  • Financial institutions
  • Corporations
  • Accountants
  • Financial advisors

Target classes

Our broad appetite covers small- to middle-market transactions across a wide range of industries, including:

  • Energy

  • Industrials

  • Manufacturing

  • Consumer products

  • SaaS

  • Media

  • Telecommunications

  • Technology

Why choose DUAL?

Support your clients with tailored RWI and Tax Liability coverage, experienced local underwriting and global expertise.

  • Focused RWI and Tax Liability expertise

    Work with North American specialists focused on RWI and Tax Liability for small- to middle-market transactions.

  • Expert underwriting

    Work with local specialists who can draw on DUAL’s global RWI and Tax Liability expertise when a transaction crosses borders.

  • We’re here for the long run

    Place coverage with confidence through carriers rated A+ by S&P and A by A.M. Best, with claims handled in-house by an experienced team.

  • North American expertise, global reach

    Work with local specialists who can draw on regional expertise from across DUAL when a transaction crosses borders.

Claims

DUAL Transactional Risk aims to provide a best-in-class claims function. Our approach on every notification we receive is built around three principles: 

  1. Prompt engagement
  2. Clear analysis
  3. Fair outcomes


For more information, including claims team contact details, please visit our global Transactional Risk claims page. 
 

$400+ million

paid in claims since 2022

7 specialist

claims professionals

Document downloads

Contact the experts

Transactional risk

Our global Transactional Risk team

Visit our meet the team page to view the full Transactional Risk team for each product and region, including direct contact details for inquiries and support.

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