Private Equity & Family Office

Solidify the bottom line and prepare for takeoff

In a constantly shifting and developing economic environment, Private Equity Firms and Family Offices are identifying, analyzing, responding & adapting to a broad array of challenges on a daily basis. When it comes to weighing investment in a potential venture or managing current portfolio holdings, no aspect can be understated as much as Risk & Insurance Management. Through working with TranscendBG, Private Equity & Family Office firms are afforded top-flight insurance, benefits, and risk management that allows them to focus on the reason for it all: growth.

TBG Risk & Benefits Review

Together with our Private Equity/Family Office partners, TBG conducts a thorough Risk Management & Benefits analysis to shore up known risk, search for unknown risks, and ensuring the best coverages at a fair price. From there, we develop a customized, detailed risk management plan to reduce liability and risk enterprise-wide & a comprehensive benefits plan to ensure employees and other stakeholders are properly taken care of.

Here is an outline of the Risk & Benefits Review Process:

Risk Review

  • Identifying the key exposures of potential acquisitions and firm

  • Analyzing insurers, current program structure, market conditions

  • Review of Loss & Claims Trends

  • Select Strategies to insure stability, peace of mind, and future

  • Implement and deploy resources for the particular organization

  • Monitor and tracking of ongoing results

Benefits Strategy

  • Review of current programs

  • Cost Savings/Superior Coverage

  • Streamlined & Simplified Integration & Administation

  • HIPAA, ERISA, & OSHA Compliance check

  • Examining current procedures, claims trend, and usage data

  • Test market program & Carrier evaluation

  • Select best fit through analysis & interview of Key Staff post-acquisition

  • Implementation & Enrollment resources and administration