• Hauser proudly supported over 250+ Private Equity transactions in 2021
  • Our M&A Transactions Solutions Team, led by Ken Rhoads and Sara Carroll, has over 50 years of collective insurance and employee benefits expertise. In 2021, the duo and their respective teams completed due diligence on their 1,000th deal here at Hauser
  • We expanded our team by adding 16 new faces in 2021
  • Hauser celebrated its 50th birthday and our most productive year to date

Portfolio Solutions Team Expansion:

In a continued effort to support our growth, we are excited to announce that we are expanding our teams and making investments in technology and resources to better serve you!

Our Portfolio Solutions Team, led by Austin Bockwinkel, continues to quarterback all Hauser resources available to you. The team stands ready to help our Private Equity firm partners identify, quantify, and manage all risks across a given portfolio of companies.

We are excited to announce that Kaitlyn Desilva and Trevor Rhoads have recently joined our Portfolio Solutions Team.

In her new role as Assistant Vice President, Kaitlyn will be assisting with relationship development, strategy execution, and solution delivery for our Private Equity firm clients and their respective portfolio companies. Trevor will be responsible for helping us to push the continued adoption of data analytics through the development and maintenance of our proprietary Risk Management Dashboard.

Risk Management Dashboard:

Our proprietary dashboard leverages PowerBI to effectively analyze portfolio-wide insurance and employee benefits coverages across the entire portfolio of clients in real time. This tool enables us to better identify potential gaps in coverage, address compliance and governance issues, and recommend results-driven solutions inclusive of cost savings opportunities for our partners.

Built for Private Equity, our M&A and Insurance Brokerage expertise allows us to continue to provide you with the best solutions to optimize risk transfer and drive value across your broader portfolio.

Thank you for your continued support! 

Best Wishes,

James Stines & Austin Bockwinkel