{"id":36340,"date":"2026-01-14T12:19:09","date_gmt":"2026-01-14T18:19:09","guid":{"rendered":"https:\/\/www.bbrown.com\/?post_type=case_study&p=36340"},"modified":"2026-01-20T08:44:26","modified_gmt":"2026-01-20T14:44:26","slug":"portfolio-program-solution","status":"publish","type":"case_study","link":"https:\/\/www.bbrown.com\/us\/case-study\/portfolio-program-solution\/","title":{"rendered":"Portfolio Program Solution"},"content":{"rendered":"

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Case Study<\/p>\n

\n Portfolio Program Solution\n <\/h1>\n\t\n <\/div>\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t<\/div>\n\n\t\n[\/vc_column][\/vc_row][vc_row row_padding_bottom=”pb-2″ full_width=”stretch_row” equal_height=”yes” content_placement=”bottom”][vc_column width=”1\/4″][vc_single_image image=”791″ img_size=”full”][\/vc_column][vc_column width=”3\/4″]\n
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\n The Request\n <\/h2>\n\t\n <\/div>[vc_column_text css=””]<\/p>\n

RWI for buy-and-build acquisitions<\/h3>\n

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Company Profile<\/strong><\/h4>\n

Acquirer Type:<\/strong> Private Equity Fund<\/p>\n

Strategy:<\/strong> Buy & Build\/Roll-Up<\/p>\n

Target Industry:<\/strong> Accounting Firms<\/p>\n

Brown & Brown was engaged by a private equity customer to place representations and warranties insurance (RWI) in connection with the acquisition of a new platform portfolio company. The PE fund\u2019s strategy for the portfolio company relied heavily on executing a robust and efficient \u201cbuy and build\u201d strategy, including executing many acquisitions of small competitors with low enterprise values.<\/p>\n

The customer wanted to use RWI across the strategy to adequately protect its limited partners while also enticing potential sellers and differentiating their bids in competitive auctions. The customer recognized that the strategy presented significant challenges for using RWI insurance, including maintaining an efficient process over many transaction in a short period of time, with may targets having smaller enterprise values than typical insured transactions.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_padding_bottom=”pb-2″ full_width=”stretch_row” equal_height=”yes” content_placement=”bottom” css=”.vc_custom_1638896243466{background-color: #eaeaec !important;}”][vc_column width=”1\/4″][vc_single_image image=”794″ img_size=”full”][\/vc_column][vc_column width=”3\/4″]\n

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\n The Solution\n <\/h2>\n\t\n <\/div>[vc_column_text css=””]<\/p>\n

Efficient RWI portfolio program<\/h3>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_padding_top=”pt-1″ full_width=”stretch_row” css=”.vc_custom_1638896256859{background-color: #eaeaec !important;}”][vc_column][vc_column_text css=””]Create a simple, economic and efficient program that would allow the Private Equity Firm to execute its vision for deploying RWI across its roll-up strategy.<\/p>\n

Brown & Brown implemented an innovative RWI portfolio program solution for the specific portfolio company and placed it with one of the industry\u2019s most respected RWI carriers.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_padding_bottom=”pb-2″ equal_height=”yes” content_placement=”bottom”][vc_column width=”1\/4″][vc_single_image image=”792″ img_size=”full”][\/vc_column][vc_column width=”3\/4″]\n

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\n The Results\n <\/h2>\n\t\n <\/div>[vc_column_text css=””]<\/p>\n

1. Master & individual policies<\/h3>\n

2. Economic efficiencies<\/h3>\n

3. Flexibility & streamlined process<\/h3>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_padding_top=”pt-2″ equal_height=”yes” content_placement=”middle”][vc_column][vc_column_text css=””]The portfolio program included:<\/p>\n