PRIVATE CAPITAL
Stay competitive in M&A transactions.
WHAT WE DO
Providing clarity on every transaction.
We have assembled a team of experienced M&A insurance experts in a high-growth entrepreneurial environment, making us relentless in our pursuit to maximize the value of every partnership. The results are comprehensive offerings ranging from due diligence and transactional placements to post-close brokerage and risk control. Our goal is to be the extension of the deal team throughout the entire lifetime of the investment.
The Virtus way
"Our team is exclusively focused on private equity owned businesses, and as a result, we have a thorough understanding of the nuances of the M&A process. We collaborate with our clients every step of the way to structure insurance programs efficiently and proactively for the entire investment lifecycle - through purchase, organic and acquisitive growth, and sale."
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Tom Pollock Co-founder and Partner |
Private equity is our specialty
We're insurance gurus who exclusively focus on private equity and mergers and acquisitions with an emphasis on the lower- to middle-market. Working across multiple industries and markets, we have deep relationships with private equity firms, family offices and other sources of private capital. This enhances deal flow, diversifies portfolios and can create access to additional capital while also creating positive feedback loops.
Masters in complex risks
Our blend of diverse perspectives, industry knowledge and experience in placing transactional risk coverages result in effective decision-making and risk mitigation. This, when combined with our detailed pre-close insurance due diligence, helps move transactions forward with greater confidence.
Our partnership is the priority
We continue to serve as an extension of the management teams from both the investment and portfolio companies post-close. As your biggest advocates, we ensure a healthy transition and help maintain goal alignment during the hold period. Beyond insurance, we assist with policy aggregation across portfolios and as part of the exit strategy, helping teams turn their strategy into monetary value.
WHO WE ARE
Our private capital insurance practice team
BY THE NUMBERS
A method that works
150
Insurance due diligence projects
57%
Net organic growth for 30 firms post-close
300
Private equity clients