Private Equity Risk Advisor

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 (i.e. Reps & Warranties)

D&O tail and NewCo coverage
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 in an effort 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