Private Equity

Yielding Savings of $50MM over the Past Seven Years for PE Firms

UIC has advised ten portfolio companies of a PE firm with assets over $20 billion, yielding savings of $50 million over the past seven years.

An additional audit of exposures revealed duplicate coverage with return premiums being issued to one portfolio company going back several years. UIC’s audit for another portfolio company captured retroactive insurance premiums that were due back to the client for purchases made on exposures that no longer existed and coverages that were not required. The brokerage firms in both scenarios were two of the three largest national players. The insurers were also top-five domestically in terms of gross written premiums.

OTHER CASE STUDIES

• UIC is retained by a PE firm with approximate assets of $5 billion and has worked with 39 of 47 portfolio companies achieving a return on investment (ROI) of 17-to-1 with cumulative life-of-engagement savings of $150 million.
• UIC is retained by a PE firm with approximate assets of $1 billion providing services to four of their five portfolio companies in one division and has achieved ROI of 12-to-1 with cumulative savings of approximately $1.3 million, effectuating improved coverages as well as best practices.

OUR SOLUTION

UIC supports the Private Equity community with risk management consultation. Included below are four examples of how UIC has garnered savings for Private Equity firm clients and their portfolio companies. The below ROIs do not take into account loss prevention, best practices instituted, or ongoing consultation that UIC provides throughout the risk management process.