Advisory

We endeavor to provide all of our clients and prospective clients with advice and counsel in dealing with the relevant day-to-day risk management issues that arise. From reviewing indemnity language in vendor contracts to dealing with investor requests, we assist every step of the way!

We, at no cost, provide advice on:

  • Types of insurance protection carried (i.e. E&O, D&O, Fiduciary Liability, Fidelity Crime, Key Man, etc.);
  • Appropriateness of Limits of liability carried; &
  • Specific policy amendment requests (i.e. additional insured, notice of cancellation, etc.)

We have been assisting our clients in responding to these requests for over two (2) decades have two (2) main goals:

  1. Provide the appropriate risk management advice and supporting documents; &
  2. Respond quickly!

Private Equity Portfolio Company Due Diligence

For Private Equity Funds, conducting due diligence on prospective portfolio companies is a certainty. Part of our advisory suite of services, we provide:

Insurance program reviews (from Property & Casualty to Employee Benefits) in order to make sure coverage limits are appropriate, coverage is best in class and that the program has been placed with reputable and viable A-rated insurance carriers.