Manufacturing & Industrials
Precision machining, metal fabrication, specialty chemicals, A&D suppliers.
Private Equity & Independent Sponsors
Risk and Insurance Built for the Deal Clock.
We partner with independent sponsors and family offices investing in the lower and middle market — providing the diligence, transactional coverage, and portfolio company programs that protect enterprise value from LOI through exit.
Who We Serve
Purpose-built for sponsors operating below the mega-fund.
Enterprises focusing on Mergers & Acquisitions as a strategy within the lower and middle market
Independent sponsors sourcing deals without a committed fund
Search funds, family offices, and fundless sponsors pursuing single-asset acquisitions
Portfolio company management teams executing platform and add-on strategies
Our clients are investing in businesses with enterprise values from roughly $10M to $500M — a segment where responsiveness, sector knowledge, and hands-on service matter more than scale.
Deal-Stage Services
Support across every stage of the investment lifecycle.
- 01
Pre-Close Diligence
Insurance and risk due diligence on acquisition targets — identifying coverage gaps, historical claims issues, understated liabilities, and pro forma premium adjustments that affect your underwriting model. Delivered on deal timelines, in formats your IC can actually use.
- 02
Transactional Risk Solutions
Representations and warranties (R&W) insurance, tax liability coverage, contingent liability policies, and tail/runoff placement. Access to domestic markets through established underwriter relationships.
- 03
Portfolio Company Programs
Day-one coverage and go-forward property, casualty, executive liability, cyber, and employee benefits programs — structured to support integration, add-on acquisitions, and growth initiatives. Includes claims advocacy and risk engineering support.
- 04
Add-On & Tuck-In Readiness
Rapid review and onboarding of add-on targets into platform insurance programs. We understand that an add-on thesis only works if insurance, benefits, and claims transitions don't slow it down.
- 05
Exit Preparation
Buy-side and sell-side diligence support, tail coverage structuring, and insurance program positioning that helps sponsors tell a clean, defensible risk story to buyers.
Sector Expertise
Deep industry focus in the sectors sponsors actually buy.
Healthcare
Services, physician practices, specialty providers, post-acute care.
Real Estate & Development
Commercial, multifamily, industrial, and mixed-use sponsors and operators.
Business & Professional Services
Multi-site operators, B2B services, staffing.
Logistics & Transportation
Third-party logistics, trucking, specialty freight.
Construction & Building Products
Specialty contractors, LBM, building materials distribution.
Why Us
Big-firm capability. Middle-market service model.
We move at deal speed.
Our diligence workflow is built around LOI-to-close timelines, not quarterly review cycles. Same-week turnarounds on target reviews are the norm, not the exception.
We know the lower and middle market.
The risk profile, insurance markets, carrier appetites, and claims dynamics of a $25M EBITDA manufacturer are different from a $500M one. We built our practice around that distinction.
We're independent sponsor-friendly.
We work with fundless sponsors the same way we work with committed funds — without minimum fees or diligence gatekeeping that assumes you have a $500M fund behind you.
We own the relationship, not the policy.
You get a senior team that stays with the deal from diligence through exit, not a hand-off from a deal team to a service team the day after close.
Let's talk before your next LOI.
Whether you're evaluating a new platform, a bolt-on, or structuring a program for an existing portfolio company, we'd welcome a conversation. Most of our best relationships start before a specific deal is on the table.
Schedule an Introductory Call