Services

Drive cost optimization and enhanced coverage for GP-level corporate insurance.

Design a differentiated insurance due diligence and transaction insurance (Reps & Warranties and Tax) playbook that improves risk identification, cost efficiencies and coverage—while securing priority access to senior underwriters and decision-makers at insurers and brokers.

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Partner with investors to conduct commercial due diligence on insurance industry M&A and buyouts.

Develop and scale cross-portfolio insurance programs that increase EBITDA, broaden coverage terms, and improve operational efficiency across portfolio companies.

Provide strategic guidance to portfolio companies managing complex insurance programs and claims. Leverage senior-level relationships with brokers and insurers to drive improved outcomes.

Partner with insurance companies, MGAs, and broker leadership teams to shape private equity go-to-market strategy, product innovation, client engagement, and leadership development.

Seasoned speaker, interviewer, and panelist. Representative examples include:

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• Interview with the Founder & CEO of a global private equity firm

• Fireside chat with a retired U.S. General

• Interview with the Chief Investment Officer of a global P&C insurance company

• Led panel discussion with CEOs from the world’s largest insurance brokers and global P&C insurer

• Frequent panelist at insurance industry conferences and events

Coach and mentor individuals, management teams, and senior leaders across broker and insurance firms to improve effectiveness and efficiency all through a private equity executive and client lens, including leading leadership workshops and working sessions.