Bespoke Solutions & Tailored Portfolio Aggregation Programs

Our structuring and plan design techniques lead to cost reductions and enhanced investment strategies that strengthen long-term financial performance. We developed a unique interdisciplinary team of insurance, benefits, and capital markets professionals to provide a full service market solution for the Alternative Asset Management Community.

We are focused on answers to questions that have not been considered and trusted, as the one resource the market has struggled to find – an independent, objective, and creative insurance firm that spans the intermediary space.

No one insurance broker or investment bank currently offers an integrated approach to risk as a combined business enterprise to the Alternative Asset Management Industry—we do.

By taking a holistic view, we understand the specific challenges you face. Knowing the underlying goals of Alternative Asset Managers strengthens our ability to manage their risk through advice, specialty programs, and risk aggregation. We use both traditional and alternative sources of capacity, as well as advisory tools that increase EBITDA performance.

What We Bring to the Table
Executive Risk Management SolutionsEBITDA Enhancement Risk Aggregation Strategies
Corporate Owned Life Insurance, ICOLI and BOLILife, Advanced Planning & Executive BenefitsBusiness, Continuation & Succession Planning
Improving Regulatory Capital EfficiencyPrivate Placement Insurance and AnnuitiesDevelopment of New Products
Structuring TransactionsCredit Enhancement ToolsBalance Sheet Enhancement & Due Diligence Support

Sign up for a complimentary review of your current program.

We’ll be in touch to collect and review the following information:

  1. Your existing D&O/EPLI/Fiduciary/Crime/Cyber program
  2. Your renewal application from 2019
  3. Complete ownership and board representation
  4. Audited financials inclusive of the notes and most recent interim financials


Our team of insurance industry professionals combines the best in property & casualty, executive benefits, life and annuity, capital markets, M&A advisory and legal expertise to develop, structure and implement a wide range of solutions.


Let’s Get Started

We’d like to offer a complimentary review of your current program. Fill out the form below and we’ll be in touch right away to get the ball rolling.

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