Insurance Advisory for PE Firms | FTI Consulting

Insurance Advisory Services For Private Equity (PE) Firms

Global Insurance Services

Forensic & Litigation Consulting | Insurance

July 21, 2020

The insurance industry is operating in an environment extraordinary in its complexity and volatility. Optimizing insurance risk management for PE firms and their portfolio companies requires market knowledge and strategic insights into claims management, broker relations, and retention alternatives. At the same time, this environment provides investment opportunities for those PE firms with access to insurance expertise.

The FTI Consulting Advantage

Our practice is recognized as a leading, independent consultancy dedicated to serving the critical needs of stakeholders of the insurance industry worldwide. Our professionals are distinguished by their depth of insurance expertise and experience, combined with their ability to manage projects collaboratively with clients. In addition, we are able to quickly identify issues and opportunities and to present options to senior management for speedy and effective decision-making.

Our Services

Our key advisory services for PE firms are delivered under five main categories: Portfolio Risk Management Services; Reps & Warranties Insurance Advisory; Transaction Advisory; Transformation & Performance; and Governance, Risk & Controls.

Portfolio Risk Management Services

We can serve as the outsourced risk manager to assist in selecting and corresponding with brokers; manage incidents and claims reporting, including carrier notification; manage purchasing and renewal of the insurance programs (whether master policies or individual policies at the portfolio company level); and analyze the historical experience and recommend changes to the program.

Risk Retention Advisory

We provide advice regarding alternative methods for risk transfer – whether primary or reinsurance – using traditional carriers, self-funding through a captive, or a self-insured retention plan. We can also assist with structuring self-insured retention plans.

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Key Contacts

Rory O'Brien

Senior Managing Director, Leader of EMEA Insurance Services

Paul Braithwaite

Senior Managing Director, Co-Leader of Insurance Services

Wendy Shapss

Senior Managing Director, Co-Leader of Insurance Services