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We assist firms in managing their risks at the fund and investment level, so they may capitalize on opportunities and improve their performance.

Through a holistic risk management approach we can provide complete due diligence of the targeted investment, ongoing world class service, and improved financial results.

Our mission is to work as an extension of our client’s team to align the risk strategy with their risk tolerance and improve EBITDA.

Who We Serve

  • Private Equity Firms
  • Buyout Funds
  • Generalist Funds
  • Venture Capital
  • Growth Capital
  • Specialty Situations

M&A Target Due Diligence Services

  • Due diligence and insurance-gap studies
  • Enterprise risk consulting
  • Deal-facilitation via alternative-risk transfer
    • Reps-and-warranties insurance
    • Improve capital liquidity vis-à-vis claim reserve analysis
    • Solutions for pre-existing liabilities / Loss Portfolio Transfers
  • Analyze historical losses to develop loss projections
  • Employee Benefits Evaluation

Value Added Services

  • Industry niche expertise
  • Customized loss prevention and workplace safety programs
  • Ongoing claim reviews
  • Trade Credit / Political Risk

Fund Level Risk Evaluation

  • Executive Liability (D&O and E&O)
  • Employee Benefits
  • Cyber / Crime / Fiduciary Liability
  • Proprietary Workers Compensation Program

Micro Captive Strategy  

  • Pooling of pre-tax capital to fund for future risk or dividend distributions