Comprehensive risk and employee benefits mergers & acquisition services
McGriff's Private Equity Risk Advisors (PERA) practice is dedicated to addressing both transactional risks during due diligence as well as ongoing optimization of insurance, risk management, and employee benefits for portfolio companies and their financial sponsors, all to maximize portfolio company enterprise value. Our team offers:
Target business' operational risks and objectives analysis
- Exposure analysis
- Impact of claims history and outstanding liabilities
- Expected M&A (i.e. add-on acquisitions) or operational changes post-close
Risk financing evaluation
- Review policy terms and conditions
- Appropriateness of program structure
- Collateral obligations
- Identify uninsured/underinsured coverages
- Provide benchmarking for limits/deductibles and premiums, and benefit offerings
- Environmental insurance
- Surety bond program
- Cyber liability
Transaction facilitation
- Due diligence report and live presentation to stakeholders
- Guidance on purchase agreement
- Lender requirements/Certificates of Insurance
- Transactional insurance coverages (i.e. Reps & Warranties)
- D&O tail and NewCo coverage
- Integration strategy
Ongoing servicing/placement
- Sponsor-controlled portfolio companies (P&C and EB)
- Program rollup/consolidation
- Portfolio program development
- Coordination with McGriff Industry Practices and other internal resources
Additional value-added services
- Management of the critically important transition period after the report has been issued but before the deal has closed
- Partnerships with trusted PE-specific underwriters/insurers leveraged during diligence and through the hold period
- Confidential and non-disruptive "stress-testing" of the program during diligence to realize any potential financial benefit as soon as possible
- Ongoing servicing from a dedicated PE team, capable of seamlessly integrating additional M&A transactions
- Constant focus on Enterprise Value Creation through lower premiums, loss control, claims management and risk financing solutions
- Facilitation of the exit through continued cooperation and professional support for the Portco and Sponsor
Market
- General Partners/Financial Sponsors
- Family offices
- Strategic buyers
- Portfolio companies with private equity ownership
- Private/Family-owned businesses looking to sell in the next 1-3 years
- PERA can position them to maximize value in the eyes of potential PE buyers and provide sell-side diligence advisory services
Let's connect.
Paul Zederbaum
SVP and Practice Leader, Private Equity Risk Advisors
917-902-5023
paul.zederbaum@mcgriff.com
Risk management solutions
Analytic Solutions
Make informed business decisions with the help of our dedicated team of analysts.
Captive Solutions
When you need to explore alternative risk financing strategies, we'll guide you through the options.
Claim Consulting Solutions
Proactive claims management solutions designed to mitigate claim costs and reduce your total cost of risk.
Client Education
As part of our comprehensive service commitment, we offer a variety of educational offerings on a number of important topics.
Risk Control Solutions
Wide-ranging client-focused services tailored to your business.
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Insurance products and services offered through McGriff Insurance Services, LLC, a subsidiary of TIH Insurance Holdings, LLC, are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.
McGriff Insurance Services, LLC. CA License #0C64544