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Private Equity, Mergers & Acquisitions, Risk Solutions (PEMARS)

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Creating Value Across the Private Equity Investment Life Cycle

Private equity funds, family offices, and strategic acquirers face distinct challenges in navigating the costs and complexities of investment deals and high-stakes M&A activity. The pressure to deliver investor returns and maintain a competitive edge is compounded by a growing range of threats — antitrust allegations, cybercrime, fraud, compliance issues, ESG demands, catastrophic events, and evolving regulatory standards.

These risks don’t just threaten your deals. They can jeopardize everything you’ve built.

That’s why you need a private equity-focused insurance broker who not only understands these challenges but also your business. With strategic counsel, deep industry knowledge, and the ability to uncover hidden vulnerabilities, we help protect your investments and drive value at every stage of the investment cycle.

Proven Industry Leader in Private Equity Insurance Solutions

The Brown & Brown Private Equity team is a proven industry leader dedicated solely to PE and M&A. Our team brings diverse backgrounds to the complex world of financial institutions, mergers, acquisitions, divestitures, IPOs, SPACs, and investment deals.

We operate as a national team with a local presence, representing hundreds of private equity firms and thousands of portfolio companies. What sets us apart is our ability to combine the resources, relationships, and market access of a large firm with the personalized, service-oriented approach of a boutique firm.

With decades of experience and a legacy of leadership through our specialty divisions, Krauter and Securitas Insurance Partners, we consistently deliver exceptional results and exceed customer expectations.

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Comprehensive Risk Management Solutions for Private Equity Firms

Our team focuses exclusively on strategic sponsors, private equity, and the alternative asset community. We provide tailored risk management solutions across the stages of the investment cycle, including pre-transactional due diligence, transactional risk solutions, and post-transaction portfolio value creation.

We help you raise your next fund by protecting the internal rate of return (IRR) through balance sheet safeguards that help prevent portfolio company bankruptcies. Our approach helps ensure you won’t need to call capital from limited partners for indemnification. Through meticulous due diligence, we can uncover hidden liabilities and unforeseen profit-and-loss impacts, while our transactional risk insight can give you a competitive edge in the bidding process.

We specialize in:

  • Pre-transactional and pre-acquisition insurance due diligence
  • Transactional risk solutions, including:
    • Representations and Warranties Insurance
    • Tax Indemnity Insurance
    • Tax Credit Insurance (ITC & PTC)
    • Litigation Buyout Insurance
    • Contingent Liability Insurance
    • Loss Portfolio Transfer
  • Management Liability, Umbrella, and 401(k) Retirement Portfolio Programs
  • Initial Public Offerings (IPO)/SPAC
  • General Partnership Liability with proprietary manuscript wording
  • Captive solutions
  • Property and casualty
  • Cyber liability placement, security assessment consulting, and proprietary coverage for the crypto venture capital community
  • Portfolio company aggregation
  • In-house advanced loss control and claims advocacy services
  • In-house claims and litigation management services

Protect What Matters Most in Private Equity

Safeguard your people, profits, and portfolio with the support of a private equity insurance leader.

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Connect with Brown & Brown

Brown & Brown’s private equity specialists help you mitigate risks across your investment lifecycle — from due diligence through portfolio optimization and exits. Our team can support you with integrated insurance and risk management solutions that help protect your people, capital, and reputation. 

Connect with Our Team