1. Arthur J. Gallagher Risk Management Services, Inc.
Gallagher Equity Advisors
Gallagher Equity Advisors is the dedicated niche division within Arthur J. Gallagher & Company for the consultation and program
management for Private Equity, Hedge Funds, Venture Capital and other asset management operations. Our teams around the
globe work with funds ranging from “Pass the Hat” investment teams to publicly traded alternative asset management firms.
Our value proposition is to utilize the international footprint of Arthur J. Gallagher & Company, but do so via a consistent deal
team for each of our fund clients, thereby delivering customized program solutions at the fund level, management company level,
and portfolio company level.
• Develop post-closing plan and integration strategy
• Analyze collateral & letters of credit requirements
• Creative insurance solutions if deal becomes stalled
• Insurance to protect against a challenge by the IRS to
certain tax positions
Portfolio Company Insurance Management
• Industry experts to provide day to day service
• Pricing & coverage optimization
• Benefits compliance audits
• Continuous exposure identification with developing
operations
• Assistance on Benefits communication with employees
• Claims handling and Loss Control services
• Performance based fee compensation
• Multi-Year Plan (strategic planning with fund)
• Master fund programs for all portfolio companies to
capitalize on economies of scale
Exit Strategy
• Tail coverage to protect against pre-transaction wrongful
acts
• Prospectus liability coverage to protect companies against
litigation arising from the provisions of misleading or
inaccurate information in capital raising documents
• Environmental liability coverage for properties on which
environmental damage is unknown or where usage has been
poorly documented – used to cover cleanup costs
Our services include:
• Risk Management Due Diligence: The discovery and
quantification of risk – our key component in the process
• Employee Benefits Due Diligence: Identify financial
liabilities through claims data analysis, review plan design
and determine benefits strategy
• Transactional Products: We ensure your success by
developing creative solutions to diminish exposures
associated with the transaction
• Ongoing Risk Management & Consulting: After the
transaction, we utilize Gallagher’s depth of resources to
handle the ongoing risk management and employee benefits
insurance programs structured to meet your operational
needs
Fund Protection
• Litigation against the General Partnership can cause a
significant loss to the fund being managed and negatively
impact the return of that fund.
• Insuring the funds risk requires expert attention at both the
funds management and portfolio company level
• Fund wind-down solutions
Investment Consideration
• Single point of contact with team of industry experts
• Projection of existing costs vs. estimated go-forward costs to
help pricing model
• Cap legacy liability exposures
• Loss trend analysis
• Provide supporting documentation to lenders
• Identify uninsured exposures
• Employee Benefits & Risk Management benchmarking
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