Private Equity Risk Advisors
Comprehensive Risk and Employee Benefits Due Diligence Services
McGriff's Private Equity Risk Advisors (PERA) practice is dedicated to addressing both transactional risks during due diligence as well as ongoing insurance and risk management for portfolio companies and their financial sponsors, all in an effort to maximize portfolio company enterprise value.
Target Business Operational Risks and Objectives Analysis
- Exposure analysis
- Impact of claims history and outstanding liabilities
- Expected M&A (e.g., add-on acquisitions) or operational changes after 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
- 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 (e.g., Reps & Warranties)
- D&O tail and NewCo coverage
Ongoing Servicing & Placement
- Sponsor-controlled portfolio companies (P&C and EB)
- Program rollup and consolidation
- Portfolio program development
- Coordination with other McGriff industry teams and 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 private equity underwriters/insurers leveraged during diligence and through the hold period
- Confidential and non-disruptive program stress-testing during diligence to realize any potential financial benefit as soon as possible
- Ongoing servicing from a dedicated private equity team, capable of seamlessly integrating additional M&A transactions
- Continuous focus on Enterprise Value Creation through lower premiums, loss control, claims management and risk financing solutions
Who We Serve
- General partners and financial sponsors
- Family offices
- Strategic buyers
- Portfolio companies with private equity ownership
- Private and family-owned businesses looking to sell in the next 1-3 years
Ready to Get Started?
Our approach begins with understanding your needs and goals, so please contact us to get started.
Contact Our Specialty Practice Team
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