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PEMA Portfolio Platform

Our team of specialists will work with you to understand your risk profile and provide advice and portfolio oversight to help you maximize value across your portfolio.

PEMA™ Portfolio Platform enables private equity sponsors and their portfolio companies to more effectively and efficiently evaluate risk and, where appropriate, design insurance programs calibrated to provide optimal balance sheet protection. We accomplish this through centralized placement and advisory teams who are led by a Portfolio Manager dedicated to each sponsor. The role of a Portfolio Manager — and the underlying model — is unique to Marsh and designed to yield better-than-market results and superior claims resolution for our clients.

The size and sophistication of our portfolios under management range greatly from a loose buying coalition of a handful of companies up to a few hundred. The substantive majority of our portfolio programs include management liability and, increasingly, cyber liability. The treatment of other lines of coverage varies depending on Sponsor preference and portfolio company (“PortCo”) perception of value. Ultimately, a portfolio program can be tailored to support the objectives of both the private equity sponsor and participating PortCos.

Outcomes: Cost/capital management

  • Cost mitigation
  • Balance sheet protection
  • Optimal claims resolution

Process: Operational efficiency

  • Centralized oversight
  • Accounting and reporting
  • Unique model

When you use our portfolio platform, you will have access to:

Process-driven approach.

Our teams will follow clearly defined processes that are aligned with mutually pre-determined, pre-agreed timelines. We believe better outcomes are driven through collaboration with our clients with consistent communication and transparency into the process. An important aspect of a Portfolio Manager’s role is to provide visibility into the work we do on behalf of the participating PortCo to the Sponsor, thereby avoiding unexpected surprises at the Sponsor level.  Additionally, the Portfolio Manager collaborates with the PortCo service and placement teams to drive consistency in both expectations and outcomes.    

Performance tracking capabilities.

Our Portfolio Platform allows you to track your portfolio results in a transparent and objective manner. Our Portfolio Managers will analyze the performance of renewals for each company within your portfolio and aggregate them in annual stewardship reports which provide an overview of outcomes on both a qualitative and quantitative basis.  For example, we aggregate financial results on a year-over-year basis and compare these against market trends, allowing the Sponsor and participating PortCos to understand the costs and benefits of portfolio participation.

Unrivaled market relationships.

As a leader in the market, Marsh has solid relationships with all major insurers, which puts us in a position to negotiate better-than-market pricing and coverage terms that fit your needs and can help optimize potential claim outcomes. We encourage our Sponsor and PortCo clients to establish direct relationships with their insurer trading partners.

Extensive global footprint.

Our more than 350 global M&A specialists will work with Marsh colleagues across our global network of offices in more than 130 countries to seamlessly identify global and local risk issues and corresponding insurance-based solutions.

Analytic tools.

Our Portfolio Platform will give you access to an innovative suite of analytic tools to help you make informed purchasing decisions. For example, we can help calibrate the type and amount of coverage to be purchased by reviewing peer benchmarking.

Cutting-edge technology.

We continue to invest in technology to help demystify the insurance procurement process. Our Blue [i] Financial Sponsor dashboard provides real-time insight into premium distribution by PortCo, insurer, line of coverage, geography and more.

Seamless access to resources.

Our model allows the Sponsor and PortCo to access insurance and benefits due diligence capabilities along with applicable transactional risk solutions for bolt-on acquisitions along with platform investments through one core Marsh team. 

Why Marsh

Marsh is the leading global provider of risk management services, transactional risk solutions, and portfolio programs to private equity investors and their portfolio companies. Our PEMA practice has over 25 years of industry leading transaction experience, helping more than 2,000 portfolio companies. Our team of 350 M&A specialists provide risk management and insurance advice to assist companies with upwards of 6,000 M&A transactions every year. Our dedicated placement hubs manage more than US$3 billion in annual private equity-related premium.

Our people

Emily Almond

Emily Almond

Chief Client Officer, Global PEMA

  • United Kingdom

Katie Gensheimer

Katherine Gensheimer Friedman

Chief Client Officer, PEMA North America

  • United States