Private Equity Risk Advisors

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