Seamless solutions for VC & PE firms

We work exclusively with private equity firms to simplify insurance needs across their portfolio of investments.

We deliver solutions that maximize value at the fund and portfolio level

We move at the speed of deals, not the speed of insurance. We begin by doing a discovery process with your private equity or VC, to uncover pain points at the highest level. We then drill down to identify specific issues, changes and opportunities related to each investment. After completing our evaluation, we then provide meaningful, actionable, and practical recommendations with a focus on three key elements: Efficiencies, Transparencies, and EBITDA.


We offer guidance and consulting in the following areas:

Statutory Employee Liabilities

  • Due Diligence

  • Group Health

  • Group Benefits

  • State & Federal Mandated

  • Workers Comp HR Liabilities FMLA

  • 401K

  • Due Diligence

  • Representations & Warranties Insurance

  • Director & Officers (D&O)

  • General Liability

  • Property & Casualty

  • Environmental

  • Umbrella/Excess

Commercial insurance liabilities

  • Due Diligence

  • Executive Incentive Plans

  • Deferred Compensation

  • Excess Benefit

  • Phantom Stock Plans

  • Long Term Incentive Plans (LTIP)

  • Executive Supplemental Retirement Plans (SERP)

Executive Pay LiabilitieS

Interested in learning more about our services or how we can help? Let’s talk.