Transactional Focus Target mid-market PE-backed M&A activity and private equity deal teams that require transactional risk insurance, as Concord specializes in Mergers & Acquisitions risk mitigation and can help strengthen bids and close transactions.

Tax and Litigation Coverage Leverage Concord’s expertise in tax insurance and litigation risk to approach corporate tax directors and general counsels seeking coverage for uncertain tax positions and pending or potential regulatory matters.

In-House Expertise Position the firm’s team of CPAs, tax attorneys, and M&A attorneys as a differentiator for complex risk evaluations, offering comprehensive due diligence and loss mitigation that aligns with deal timelines.

Strategic Partnerships Explore collaboration with insurance brokers, investment bankers, and advisors who serve transactional clients to expand distribution, given Concord’s role within Ryan Specialty Group and its backed insurers.

Growth and Leadership Highlight recent leadership appointments in underwriting counsel and tax insurance to signal ongoing product expansion and capability upgrades that can unlock new coverage offerings for evolving market risks.