Private Equity Industry
Excellence in every deal. Service in every detail.
You need a partner that brings clarity to complex deals and helps you protect your capital and your people.
An Integrated Approach to Risk in Private Equity
NFP’s experts have deep expertise in risk management for middle-market PE firms and the knowledge and capacity to assist firms of all sizes. If your firm or a portfolio company purchases companies outside of the U.S., our international capabilities allow us to insure you across the globe.
We support firms by identifying risk early, creating consistency across your portfolio and scaling programs as investments grow.
Protecting Transactions
NFP’s reps and warranties and due diligence expertise to reduce deal uncertainty and protects buyers and sellers during transactions.
Deep Mid-Market Expertise
Our middle-market expertise is backed by Aon’s scale and resources. We can help private equity firms and their portcos thrive at every size.
Portfolio Consistency
Establish standards across P&C, benefits, retirement and human capital that improve operations and set a unified risk baseline.
Management Liability Protection
Directors and officers and other management liability coverage that safeguards firm leaders from governance, oversight or management claims.
Cyber Protection
Safeguards for confidential information, operational systems and sensitive data across the portfolio.
Operational Continuity
Property and business interruption coverage that protects physical assets and reduces downtime that could affect performance.
The Problem
A large investment firm investing in media, communications and related sectors through multi-fund private equity and content strategies identified the need for a streamlined, unified portfolio. Despite the prior broker being large enough to provide a comprehensive program, the investment firm's management liability and cyber placements were spread across multiple carriers. This led to inconsistent terms, overlapping limits and administrative complexity.
The NFP Solution
After a comprehensive funding review and risk profile analysis, NFP proposed a portfolio optimization approach. By underwriting both management liability and cyber programs under one best-in-class carrier, the firm enjoyed better aligned structure, retentions and portfolio terms. In addition to saving over 25% in the first year, this approach ensured the firm was aggregating their buying power with a single carrier — converting their insurance spend into a scaled relationship for better pricing, enhanced terms and improved claim outcomes.
Protect your private equity firm with tailored benefits and insurance.
Connect with an NFP specialist today.
Protection Beyond the Portfolio with Employee Benefits for the Private Equity Industry
We place coverage and solve problems. Our approach empowers private equity firms by aligning risk, leadership and workforce needs with protections that reinforce long-term value.
Leadership Stability
Implement strategic executive benefits that help retain founders, operators and next-generation leaders during transition and growth.
Strategic Benefits
Meet employees where they are with coverage that reduces turnover, including disability, accident and voluntary benefits.
Cost-Control Strategies
Cost containment for healthcare and pharmacy spend paired with integrated recovery and return-to-work support that protects productivity.
The Problem
A private equity firm growing into the direct store delivery distribution space acquired several businesses within a short period of time. Each new acquisition came with different insurance programs, inconsistent safety practices and rising premium costs. The firm was spending over $7M in premiums and realized they needed a unified approach to risk to avoid operational inefficiencies, higher claims exposure and pressure on overall portfolio performance.
The NFP Solution
NFP partnered with the firm on transaction protection and consolidated the P&C programs into a single master program, slashing premiums in half and creating consistent protection. Together, we developed a portfolio-wide safety program, guided claims resolution to improve the workers’ compensation mod and unified health plans into one self-funded program that simplified HR transitions. We also helped them future-proof the businesses with cyber and management liability protections.
“No two portfolios are the same. We bring the insight and carrier relationships needed to support every stage of the deal cycle. We partner closely with firms in the middle and large market to deliver tailored risk solutions.”
Brian Flanagan
Managing Director, Private Equity Practice Leader
Our Expertise in Action
See how our experts are implementing solutions for today's risk, workforce, wealth management and retirement challenges.
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We’re here for you, whether you know exactly what you need or just know you need a partner to help advocate for your business, your people or your life.
