Representation & Warranty Settlement Support

VIP SOLUTIONS CASE STUDY

Distribution

INDUSTRY

1,000

EMPLOYEES

$150M

ANNUAL REVENUE

BACKGROUND

Following a long working capital settlement process, our client filed a claim on the representation and warranty policy issued on an acquisition from 2018. This required significant efforts to recreate and investigate what was verifiably known to be considered a primary breach.

OBJECTIVES

VIP Solutions Case Study

Evaluate each assertion made by claimant and accumulate support

VIP Solutions Case Study

Build tie-out and databook to represent claimant damage assertions

VIP Solutions Case Study

Prepare memo that communicates claimant positions on each assertion

VIP Solutions Case Study

Represent claimant as insurer performed diligence of each assertion

VIP Solutions Case Study

Provide guidance on interaction, strategy, and negotiation with insurer

SOLUTIONS

Case Study Icon

Built tie-out, databook, and memo, providing claimant assertions

VIP Solutions Case Study

Represented the claimant in months-long diligence process undertaken by insurer

Supported successful negotiation outcome for claimants

Successfully collected
$4.2M of collected cash
on representation & warranty claim

PROJECT DOCUMENTATION

Databook supporting claimant positions:

Representation and Warranty Claim - A

Claimant Position Memo:

Claim Support Photos:

Representation and Warranty Claim - C
Representation and Warranty Claim - D