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No matter the front end of a transaction or upon the sale, there are significant insurance considerations that need to be evaluated in an ownership transition. Whether private equity, venture capital or a privately held company actively acquiring, our team of experts will protect your transactions by uncovering financial variables that have the potential for creating major swings in enterprise value . We'll find you opportunities to lower the cost of risk, identify shortfalls in the current insurance program, and give you the future implications on the total cost of risk.
We have in-house legal to help bridge the gap between the assumption of risk in a purchase agreement to the transfer of risk in an insurance contract. We understand the dynamic of managing expectations and execution for both the private level and the portfolio company management team level. We'll protect your investment.
As experienced agents in the Private Equity sector, we understand the unique exposures you face.
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As experienced agents in the Private Equity sector, we understand the unique exposures you face.
We know that working with a new insurance agent can be overwhelming, so that's why we put so much emphasis on making sure you're getting value from the very first phone call.
We’re sure you have a bunch of questions and hopefully we’re a good fit, but sometimes things don’t align - and that’s okay. A quick call is usually all we need to help both of us gain clarity around the prospects of working together.
Every business is unique — including yours — and there’s no “easy button” for giving proper guidance. We’ll take a deep dive into your business, your financials, and your exposures — at no cost to you — to provide the expert advice your business deserves.
Similar to prepping your house before selling, we create a custom plan to prep your business for securing the best insurance rates. We’ll work together to identify short, medium and long term action items that will help lock in the best rates now, and for years to come.
Plan your work, work your plan. Our thorough understanding of your business, combined with your custom plan, enable us to find the best policy and carrier fit for your business — at the best rates. We go to market - and go to bat - for you.
