Property & Casualty

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Private Capital

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Overview

The Virtus Private Capital Insurance Practice (PCIP) and M&A Group leverages the insurance experience of its people along with multi-year relationships with private capital firms to deliver extraordinary results. We win and grow relationships through the engagement of our professionals in deal activity, our insurance experience and knowledge, and managing projects with clear communication and expectations.

We simplify the insurance aspect of the M&A process and provide adjudication of your deal’s risk management characteristics. Our services span all M&A-related and pre/post-close needs including diligence work, portfolio value creation, and ongoing consulting work for complex/unique deals.

Risk Review

We provide a full review of target’s current property-casualty insurance, health insurance and employee benefits, and retirement programs focusing on major observations, program deficiencies/gaps, proposed strategies and options, and opportunities to drive greater value.

Post-Close Engagements

Virtus' consultants continue the relationship with the investment management team post-close. We assist in the brokerage of all insurance and retirement plans and on the exit strategy and aggregation of required documentation.

Pre-Close Due Diligence

We create diligence reports to avoid unnecessary complexity and help prioritize focus on proposed strategies and options along with an emphasis on all nonstandard, noncompliant, and potentially concerning aspects of current and proposed go-forward insurance programs

M&A/Transaction Insurance

Negotiation and placement of representations & warranties (R&W) insurance and placement of required management liability (directors & officers (D&O), errors & omissions (E&O), tax, cyber, etc.) policies at close.

Tom Pollock
Co-Founder & Partner
Jared Olion in Chicago
Jared Olian
Senior Vice President
Tara Ferrigan in Kansas City
Tara Ferrigan
Senior Risk Consultant
Joe - Peppers
Joe Peppers
Account Executive
Tiffany Durham
Tiffany Durham
Account Manager
Brian - Otto
Brian Otto
Vice President
Andrew Ferworn in Chicago
Andrew Ferworn
Vice President
Angela Aiello
Angela Aiello
Senior Account Executive
Hollie - Blake
Hollie Blake
Account Manager

How does Virtus differentiate itself
from other insurance brokers?

We hire the best talent and incentivize engagement in seeing M&A work through successfully, regardless of deal size. In addition, our team is integrated across all traditional insurance specialties (P&C, employee benefits, and retirement) to deliver efficiencies to the client including rapid response times, accessibility with experts, fast diligence turnaround times, and flexibility to adapt to the unique timelines and goals of a particular deal.

What industries does the PCIP vertical serve?

Virtus is industry agnostic. We have significant experience in manufacturing, healthcare, hospitality, construction, real estate, and white collar B2B services.

When does the Insurance Diligence process begin?

Virtus is typically engaged at time of LOI.

Can Virtus manage entire portfolios of companies?

Yes; our team has consulted on several portfolio projects. These include aggregation of coverages on both employee benefits and P&C insurance programs. This type of work typically varies to strike a balance in the private equity firm’s bandwidth and their goals for the project.