Tax Insurance Solutions

Coverages can revive transactions, protect tax credits and more

About the article

When the target of a merger transaction has taken a historic tax position that authorities could conceivably penalize in the future, it can scuttle the deal. But that doesn't have to happen. Tax insurance that protects companies against future adverse tax rulings can allow deal parties to shift the risk to an insurer and sometimes save such deals. In addition, tax insurance can secure the benefits of tax credits and protect corporate tax positions outside the M&A context.

Learn more about the three main types of transactional insurance that can help merger participants allocate post-closing risks (PDF)

Related articles

Leadership's Role in Mergers

Building leadership capacity and change management skills can help maintain momentum after a merger.

Raising 'Just in Time' Capital

Learn about At-The-Market (ATM) offering advantages and eligibility considerations as ATM strategies gain momentum across expanding fields.

Equipment Finance in a New Light

Equipment finance can be an administratively efficient, low-cost strategic alternative to traditional bank loan products for raising short-term capital. 

BB&T Capital Markets is a division of BB&T Securities, LLC, a wholly owned nonbank subsidiary of BB&T Corporation and Member FINRA(opens in a new tab) / SIPC(opens in a new tab). Securities or insurance products and annuities sold, offered or recommended are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may go down in value. Corporate banking products are offered through Branch Banking & Trust Company. Read all disclosures.