VC & PE Glossary

What Is Warranty and Indemnity Insurance?

Updated

Definition

Warranty and indemnity insurance — the same product as W&I insurance — protects buyers and sellers in M&A when representations in the purchase agreement prove false, reducing escrow and personal indemnity exposure.

Useful for: Founders, Investors

Warranty and indemnity insurance is the full name for W&I insurance — coverage for breaches of seller warranties and indemnities in acquisitions and large recapitalizations.

How it works

Purchase agreements contain extensive reps and warranties — financial accuracy, legal compliance, absence of undisclosed liabilities. Buyers demand indemnification; sellers negotiate caps, baskets, and survival periods.

W&I policies transfer claim risk to insurers after retention:

  • Underwriters review disclosure schedules and management presentations
  • Policies specify limit, retention, exclusions (known issues, fraud, purchase price adjustments)
  • Claims process resembles other commercial insurance — notice, investigation, payment

Buy-side policies protect buyers from seller collectability; sell-side policies may also cover sellers’ defense costs. Premium economics improve with repeat sponsor relationships and clean diligence.

Venture-backed exits use W&I more as deal size and sponsor involvement grow — less common in small acqui-hires, routine in PE platform roll-ups.

Why it matters

  • Founders: Negotiate who pays premium and whether escrows drop proportionally. Bad disclosures kill insurability or spike premium.
  • Investors: Faster closes with fewer post-close fights over indemnity escrows — if policy limits match realistic breach scenarios.

Common mistake

Assuming insurance covers all reps without reading exclusions. Tax, environmental, and specifically disclosed issues often sit outside coverage.

See also W&I insurance, escrow, and purchase agreement indemnities.

  • Escrow — Escrow holds a portion of deal proceeds with a third party until conditions are met—covering indemnity claims, earn-outs, or post-close adjustments in M&A and some financings.
  • W&I Insurance — W&I insurance — warranty and indemnity insurance — covers breaches of seller representations in M&A, replacing or supplementing escrow holdbacks and personal liability for deal parties.

Common questions

Short answers for founders, LPs, and operators

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