Key Takeaways
- • Brown & Brown has appointed Corey Lewis as Retail Global Head of Tax Insurance, signaling the firm's strategic focus on expanding its tax insurance offerings within its retail division.
- • The appointment reflects Brown & Brown's broader initiative to strengthen its private equity and mergers & acquisitions (M&A) services capabilities, positioning the firm to better serve clients in deal-related risk mitigation.
- • Tax insurance has become an increasingly critical component of M&A transactions, particularly in private equity-backed deals, where representations and warranties insurance and tax indemnity products address post-closing disputes and compliance risks.
Summary
Brown & Brown, one of the largest independent insurance brokers and risk advisors in North America, has announced the appointment of Corey Lewis as Retail Global Head of Tax Insurance, underscoring the firm's commitment to enhancing its private equity and M&A service offerings. The appointment addresses growing demand within the alternative investment and corporate transaction markets for specialized tax insurance products that protect both buyers and sellers in complex deal structures.
The move positions Brown & Brown to capitalize on the expanding market for tax risk solutions in private equity transactions. Tax insurance—including representations and warranties insurance (RWI) and tax indemnity coverage—has become a standard tool for managing post-closing liabilities and facilitating smoother deal execution. By designating a global head for this function within its retail operations, Brown & Brown signals its intention to deepen relationships with private equity sponsors, family offices, and institutional investors who rely on comprehensive tax risk management alongside broader M&A advisory services.
This strategic initiative reflects broader industry trends in which insurance brokers are expanding beyond traditional coverage offerings into specialized, deal-centric risk solutions. The appointment of Lewis to this role indicates that Brown & Brown is investing in specialized talent to compete more effectively in the competitive M&A services market, where tax expertise and insurance product knowledge are increasingly intertwined in transaction advisory.
The move positions Brown & Brown to capitalize on the expanding market for tax risk solutions in private equity transactions. Tax insurance—including representations and warranties insurance (RWI) and tax indemnity coverage—has become a standard tool for managing post-closing liabilities and facilitating smoother deal execution. By designating a global head for this function within its retail operations, Brown & Brown signals its intention to deepen relationships with private equity sponsors, family offices, and institutional investors who rely on comprehensive tax risk management alongside broader M&A advisory services.
This strategic initiative reflects broader industry trends in which insurance brokers are expanding beyond traditional coverage offerings into specialized, deal-centric risk solutions. The appointment of Lewis to this role indicates that Brown & Brown is investing in specialized talent to compete more effectively in the competitive M&A services market, where tax expertise and insurance product knowledge are increasingly intertwined in transaction advisory.
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