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Portfolio Insurance Purchasing Platform

A Program for Financial Sponsors and Portfolio Companies

If you’re overseeing your firm’s operational improvement or outsourced procurement model, insurance portfolio purchasing offers the potential to significantly reduce cost and maximize value.

Marsh’s Private Equity and M&A Services (PEMA)’s proprietary portfolio insurance purchasing platform aggregates private equity premium data. This promotes especially competitive pricing from insurers and reduces property and casualty premium rates below market levels – by up to 30% in the first year for first-time participants. Our platform can be used for one company or the full portfolio of companies. Portfolio-related savings identified in the due diligence phase can be incorporated in the 100-day operational improvement plan.

The goal is simple: Optimize insurance programs and related cost for the life of the investments.

Our portfolio purchasing platform was the first and remains the most comprehensive. It has a 20-year track record of benefiting financial sponsors, including private equity and infrastructure investors and their portfolio companies, around the world.

More Than an Expense Reduction Strategy

In addition to impacting SG&A spend, private equity firms and their portfolio companies gain access to best-in-class risk management advice. Many of our clients have experienced improved portfolio-wide relationships with leading insurers through our platform. These relationships are further leveraged when resolving complex claims and negotiating complex transaction-related insurance.

Our experts help you optimize insurance program design using proprietary analytics models, and tools with the support of industry experts who are at the forefront of critical risk trends.

With more than 20 years’ experience aggregating portfolio company premiums globally, Marsh has a unique and flexible service model built to make it easy for both the financial sponsor and portfolio companies to work with our team. Through our network of 500 offices worldwide, we ensure that you and your portfolio companies always receive dedicated, local service.

Portability and exit support are also benefits. Lower-than-market-premiums are generally sustained upon business exit. Divestiture risk can be reduced through risk audits, vendor due diligence, representations and warranties (warranty and indemnity) insurance, or initial public offerings (IPOs) or prospectus liability insurance.

Marsh’s placement platform represents all lines of property and casualty insurance, and supports portfolio companies in all industry sectors.
The approach can also benefit firms interested in single-coverage-specific portfolio approaches (cyber, D&O, etc.).

For centrally coordinated portfolio programs, we offer a portfolio manager to support you at the financial-sponsor level:

  • Driving leverage through your portfolio companies’ premium and
    claim data.
  • Improving relationships with the suppliers of insurance capital.
  • Incorporating your strategic priorities.
  • Tracking results and future opportunities.
  • Providing transparency.

For more information, download the PDF.