Private Equity Advisory

Specialists in insurance coverage and due diligence for middle-market financial sponsors and their portfolio companies

Best-in-class Service

Our driving motivation is to provide exceptional service to the people who put their trust in us.

We have served private equity clients for nearly 20 years and today it is our largest practice. Our core expertise is working with middle-market buyout firms to support their due diligence processes and handle the insurance needs of their portfolio companies, general partners, and directors & officers.

Our flexible, team-driven, personal approach means that our service model can be tailored to the needs and processes of each client. Over time, this has led our private equity clients and their portfolio companies to view us as partners and advisors.

We have experience across a broad range of industries and transaction types, including buyouts, minority investments, add-on acquisitions, JVs, and cross-border acquisitions.
Due Diligence
  • Comprehensive due diligence for investments under consideration, including detailed reports, written recommendations, and coverage proposals
  • Analysis of risk exposures, coverage gaps, limits, and deductibles for prospective investments or current portfolio companies
  • Forecasting of insurance expenses that may affect the earnings analysis or purchase price
  • Coordination with clients’ legal partners to review buyers’ and sellers’ exposures and insurance responsibilities prior to closing
Client Stewardship
  • Dedicated service team for portfolio companies and investment professionals
  • Regular in-person visits to review business developments and coverage needs
  • Portfolio-wide reporting and analysis, as appropriate
  • Access to loss control / risk management advisory
  • Claim reporting and advocacy
To learn more about our services, please contact us and a member of our team will reach out to you soon.
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