Alternative Asset Managers
Few brokers truly specialize in the alternative asset management community. We do.
EPIC has built a dedicated practice around the specific needs of private equity, venture capital, and hedge fund firms, their principals, and their portfolio companies. Our integrated team of insurance, benefits, and capital markets specialists delivers a full-service market solution designed for the complexity and pace of this industry.
We create, structure, and implement specialty insurance products, proprietary programs, and advisory solutions that address strategic risks, facilitate transactions, and turn insurance into a competitive advantage. From acquisition through portfolio management and exit, our team operates across the full investment lifecycle, bridging the gap between the insurance industry and capital markets to help our clients manage their risk, enhance their investment strategies, and strengthen their long-term financial performance.
Our Solutions
M&A Due Diligence
The risks that matter most in an acquisition are often the ones that aren’t obvious until after the deal closes. We support private equity firms throughout the full transaction lifecycle, from deal screening and initial due diligence through post-closing services and exit strategy. Our dedicated deal coordinators provide coverage analysis, P&L impact assessments, claims reviews, and integration strategies to uncover hidden liabilities and protect deal value.
Transactional Risk Solutions
Financial transactions create unique, deal-specific risks that may not fit the underwriting parameters of an existing product. We provide specialized transactional solutions across a broad array of investment strategies, including traditional M&A, energy and tax credit, and real estate opportunities. Our capabilities include representations and warranties insurance, tax liability insurance, and contingent liability coverage, supported by a team of industry pioneers who were instrumental in the creation and evolution of transactional risk solutions. We develop solutions at the cross-section of insurance and capital markets, backed by dedicated claims advocacy from pre-submission through resolution.
Property & Casualty
The risk profile of a fund and its portfolio companies requires more than off-the-shelf coverage. We deliver tailored P&C solutions for alternative asset management firms, their principals, and their portfolio companies across the full spectrum of exposures, from general liability, property, and commercial auto to management liability, cyber, professional liability, and specialty lines.
Private Equity and Portfolio Company Employee Benefits
Managing benefits across a growing portfolio of companies requires more than a generalist approach. Our dedicated Private Equity Employee Benefits group provides consulting, brokerage, and advisory services built specifically for PE and alternative asset management firms and their portfolio companies. We deliver industry-leading analytics, financial modeling that drives program efficiencies, comprehensive reporting to fund ownership, and best-in-class M&A due diligence capabilities across all phases from pre-transaction through post-close.
Life Capital & Executive Benefits
Alternative asset management creates planning needs at every level — from executive compensation and key person coverage for fund leadership, to estate, tax, and wealth transfer strategies for portfolio company owners navigating a liquidity event. We provide the full range of life and executive benefits solutions for principals, executives, and the individuals behind the transactions.
Capital Advisory
Traditional insurance markets don’t always offer the most efficient solution. We bridge insurance and capital markets to address capital, liquidity, and risk-transfer needs, including access to a dedicated Alternative Letter of Credit (ALOC) facility, insurance wraps, and structured products for regulated industries. Our team brings together backgrounds in legal, regulatory, banking, insurance, and financial fields to facilitate financing and deploy capital across traditional and alternative markets.
Risk Consulting
The risk profile of a growing portfolio extends beyond coverage. We provide performance-based consulting solutions that reduce operational risks across portfolio company holdings, integrating expertise across multiple disciplines to deliver measurable financial gains. Our capabilities include operational audits, business continuity planning, cyber security assessments, casualty cost reduction, pre-loss and safety programs, and claims management and cost containment.
Programs & Facilities
You shouldn’t have to choose between broader coverage and better pricing. We built our programs and facilities specifically for the alternative asset management community, leveraging the collective buying power of our clients to deliver broader coverage at more competitive terms than those available in the general marketplace. Each manuscript policy form is developed with the input of leading carriers and reviewed annually by outside legal experts.
Executive Risk Facility
Every carrier has its own policy form, coverage appetite, and exclusions. For PE-backed portfolio companies, those differences can create real gaps in protection. Our Executive Risk Facility eliminates that variable with a common manuscript D&O, EPL, and fiduciary policy form accepted by multiple leading A-rated carriers. The largest facility of its kind, it provides consistent, broader coverage across the portfolio with benchmarking data no other broker or insurer maintains for this sector.
Fund Liability Facility
General partnership liability coverage is intended as a last line of defense to protect the general partners and employees of a firm’s management company, providing a backstop to the limited partners’ indemnification obligations in the event of litigation. Our facility offers a common manuscript form accepted by multiple A-rated carriers, combining D&O, E&O, employment practices, fiduciary, and outside directorship liability into a single policy, with the freedom to choose the best carrier every year.
Cyber Risk Facility
A cyber insurance program designed with private equity in mind, incorporating cyber exposure awareness, risk mitigation strategies, insurance protection, and due diligence cybersecurity assessments across the portfolio. The facility includes complimentary cyber services for portfolio companies, including dedicated risk advisory, attack surface management, vulnerability monitoring, and security awareness training.
Workers’ Compensation Facility
Traditional workers’ compensation pricing penalizes alternative asset managers by basing premiums on total compensation with little recognition of low-loss experience. Our facility was built to address that disconnect, providing competitive rates and a dividend of up to 47% of standard premium based on the aggregate loss experience of all participants. No minimum premiums and no restrictions on company size.
Benefit, Payroll, HR & 401(k) PEO Program
An exclusive certified professional employer organization offering inclusive of premier health and group benefit plans, payroll solutions, and HR support, tailored to private equity, hedge funds, and professional services firms.
