INDUSTRY INSIGHTS
PE Leaders: If This Year’s Health Plan Renewal Frustrated You, Now Is the Time to Act
If your portfolio companies experienced another difficult health plan renewal this year—double-digit increases, limited transparency, or few strategic options — waiting until the fall

INDUSTRY INSIGHTS
PE Leaders: If This Year’s Health Plan Renewal Frustrated You, Now Is the Time to Act
If your portfolio companies experienced another difficult health plan renewal this year—double-digit increases, limited transparency, or few strategic options—waiting until the fall to revisit

INDUSTRY INSIGHTS
Most Sponsors Can't See Their Portfolio's Insurance. We Fixed That.
You can see your portfolio's revenue, EBITDA, and headcount in real time. You can track deal velocity, monitor value creation milestones, and pull a board-ready report on any company in

INDUSTRY INSIGHTS
Why ICHRA? The Case for Defined-Contribution Health Benefits in Private Equity Portfolios

THE PROBLEM: FULLY INSURED IS A BLIND BET

Employer health benefit costs are expected to exceed $18,500 per employee in 2026—the fourth consecutive year of accelerating trend. Underlying medical

INDUSTRY INSIGHTS
Representations & Warranties Insurance has Grown Up—and Private Equity Diligence Needs to Catch Up

For most private equity deal teams, Representations & Warranties Insurance has moved from "nice-to-have" to assumed infrastructure. It shows up in the draft SPA almost automatically.

INDUSTRY INSIGHTS
Key Person Insurance: Protecting Your Business Against the Loss of Critical Talent
Businesses spend significant time protecting physical assets, managing financial risk, and planning for long-term growth. Yet one of the most significant exposures many organizations face is often overlooked:

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