private equity practice

Securing your success!

Hauser Insurance Group has a keen understanding of the insurance and risk management needs of private equity-backed companies.

We have been working with the private equity industry since our inception. Our Private Equity Practice is staffed by a select group of highly skilled and experienced consultants with proven track records in M&A insurance due diligence and customer service.

Our service goes beyond what other brokers provide.  Besides participation in due diligence, HIG had developed innovative group purchasing solutions for Employee Benefits, Corporate Risk, and Management Liability. 

Our Group Purchasing Solution leverages the following strengths:

• Relationships with the CEOs and Executive Management of the major insurance companies.
• Sophisticated understanding of insurance as well as private equity.

Our experience in working with private equity funds has shown that savings of 3% to 20% are possible in the following areas:        

• Employee Benefits.   Management of healthcare and benefits represents the single largest opportunity for savings through group purchasing.  Our experience has shown that the differential among the benefit plans of portfolio companies can be as much as 50%!
• Corporate Risk.  While each portfolio company has unique risk factors, our relationships with the major insurance companies and specialized knowledge enables us to negotiate volume discounts. 
• Management Liability.   We have found that the standard practice of requiring portfolio companies to purchase liability insurance can lead to inconsistent coverage with important gaps in coverage. 

Private equity funds have found these additional advantages for both funds and portfolio companies: 

• Better cash flow for portfolio companies
• On-going access to information and greater control over healthcare costs. 
• Simplified administration.
• Helps focus CEOs and CFOs on key tasks, not distracting insurance issues.
• A better benefit experience with more options for employees!

Our approach is to:

• Define the coverage that you need.
• Simplify the application process.
• Negotiate volume discounts plus additional coverage.

Our team will work with you from LOI through closing to exit to develop cost effective insurance and employee benefits programs aligned with the strategic and financial objectives of each deal.