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M&A Software Glossary

What is indemnity?

An indemnity is a seller promise in a purchase agreement to compensate the buyer for specific defined losses after close, such as an inherited licensing claim.

What is indemnity? An indemnity is a contractual promise by the seller to reimburse the buyer for particular losses that arise after a deal closes. Where a representation gives a general claim if a statement is false, an indemnity targets a named risk directly, so the buyer recovers a defined loss without having to prove a breach in the same way. In software M&A a specific indemnity is the cleanest protection against a known or suspected licensing exposure, because it ties the seller to the exact cost to cure.

Why a software indemnity matters

When diligence finds a licensing shortfall or an indirect access risk, a buyer does not want to rely only on a general warranty that may be heavily qualified. A specific indemnity names the risk, for example an identified Oracle or SAP exposure, and commits the seller to cover the loss if it materialises. This is the difference between hoping a warranty holds and having a direct contractual path to the cost to cure. For inherited audit risk, which often surfaces only after close, a tailored indemnity is frequently the most effective protection a buyer can secure.

How indemnities are structured

Indemnities carry limits that a buyer must read carefully. A cap sets the maximum recoverable, a basket or threshold sets the minimum before a claim can be made, and a survival period sets how long the protection lasts. General indemnities are usually capped and time limited, while specific indemnities for identified risks can be uncapped or carved out of the general limits. For a licensing exposure that could take a year or two to surface as an audit, the survival period is as important as the cap.

Indemnity, escrow and price

An indemnity is a promise, so its value depends on the seller still being able to pay. That is why indemnities are often backed by an escrow holdback, which sets cash aside to satisfy a claim. The combination of a sized indemnity and a funded holdback is the standard way to protect against inherited licensing risk. This work is commercial and licensing advisory, not legal advice.

General against specific indemnity coverageA bar comparison of how much of an identified licensing exposure a general indemnity covers versus a specific one.General against specific indemnity coverageindexed 0 to 100General indemnityindex 45, cappedSpecific indemnityindex 100, targeted
Key indemnity terms a buyer should test
TermWhat it setsBuyer concern
CapMaximum recoverableMust cover the cost to cure
Basket or thresholdMinimum before claimingShould not exclude real loss
Survival periodHow long protection lastsMust outlast audit risk window
Specific indemnityCover for a named riskBest for known exposure

Key takeaways

  • An indemnity is a seller promise to compensate the buyer for defined post close losses.
  • A specific indemnity targets a named risk such as an identified licensing exposure.
  • Caps, baskets and survival periods determine how much protection it really gives.
  • Indemnities are often backed by an escrow holdback so a claim can actually be paid.

Recommendations for buyers

  1. Use specific indemnities for known risks. Name identified licensing exposures rather than relying on general cover.
  2. Match the survival period to the audit window. Ensure protection lasts through the first years after close when audits cluster.
  3. Size the cap to the cost to cure. Confirm the maximum recoverable covers the quantified exposure.
  4. Back it with escrow. Pair the indemnity with a funded holdback so recovery does not depend on chasing the seller.

Related reading: see the M&A software glossary hub, plus escrow holdback and representations and warranties.

Frequently asked questions

What is the difference between an indemnity and a warranty?
A warranty is a statement of fact that gives a claim if untrue. An indemnity is a direct promise to cover a defined loss, which is usually a cleaner and more certain route to recovery.
What is a specific indemnity?
It is an indemnity that names a particular risk, such as an identified software licensing exposure, and commits the seller to cover that loss specifically, often outside the general caps.
How long does an indemnity last?
For its survival period, which is negotiated. For inherited licensing risk the period should extend through the first years after close when change of ownership audits are most likely.
Is an indemnity enough on its own?
Not always. Its value depends on the seller being able to pay, which is why a specific indemnity is often backed by an escrow holdback.

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