Private equity investments can yield incredible returns but also attract significant financial risks. The unique needs of each private equity firm at each specific stage in the life cycle of investments must be addressed by a partner that is an expert in risk and people solutions. A Lockton partnership helps protect and maximize your firm’s value for your investors at any stage of the investment life cycle.
Mergers, acquisitions, buyouts, divestitures, restructures, and more
Private equity investments can yield incredible returns but also attract significant financial risks. The unique needs of each private equity firm at each specific stage in the life cycle of investments must be addressed by a partner that is an expert in risk and people solutions. A Lockton partnership helps protect and maximize your firm’s value for your investors at any stage of the investment life cycle.
Risk and people solutions for any stage of the investment cycle
Private equity firms are like ships on a journey: You need to set the proper course, have the right resources, employ the most capable crew, and land successfully at your destination to realize (and maximize) projected value. You need a partner who understands the entirety of your journey instead of just individual stops along the way.
Lockton capabilities: adding value at every stage of the investment life cycle
Directors and officers (D&O) / General partners liability (GPL)
Transaction insurance (reps, tax, litigation)
Navigating compliance
Due diligence
Cost optimization
Total rewards and benefits design
Actuarial services
Stop loss/complex claims consulting/data analytics
Pharmacy consulting
Total rewards and strategic benefit design
Employee experience and engagement
Errors and omissions (E&O)
Crime and financial institutions bonds
Cyber
Fund liability
Employment practices liability
Surety bonds
Portfolio Company programs
Key Person Insurance
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