Captives for Private Equity

Use Cases

Common Coverage

A captive can be used to insure the risks most important to your business, especially those where the cost of your premium is well above your claims.

Better Economics

Leverage your portfolio companies insurance programs into a captive. Economies of scale and Net Margin Improvement.

Financial Risks

Professional Liability (E&O), Directors and Officers (D&O), Fidelity, Employment Practices (EPL), and other regulatory or reputational risks

Unconventional Risks

Trade Credit, Warranty programs for lending operations, Transactional Liability and Risk (M&A), Representations & Warranties, Political Risk

Health & Benefits Stop Loss

Control costs for coverages like disability, life, dental/vision, and medical stop loss that face rising premiums despite good loss ratios

Captive Benefits

Owning your own insurance has major perks:

Financial Stability

Stabilize insurance costs with economics of scale, and build reserves.

Risk Management

Centralize, develop and incentivize proactive risk management strategies.

Operational Impact

Create new profit centers, optimize cash flow, and reduce overall expenses.

Plan

AI, data, and our experts combine to provide an upfront, easy-to-understand assessment, followed by a comprehensive proposal.

Form

We manage all legal, tax, and regulatory processes required for formation and onboarding to streamline the experience.

Manage

Our staff handles the entire administrative burden so that your team can focus less on insurance and more on your growing business.

Beyond

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Our Difference

Captive expertise you can trust.

Clarity

We remove complexity to clarify your risks, options, and potential return.

Intelligence

We deliver the tools and insights to take control of your insurance.

Flexibility

Our world-class experts design and deliver the perfect captive solution.