Stocks

Private Equity 

Private Equity firms know that transactions move in record time in today’s market. Your investments deserve full due diligence and finding red flags to fill in possible gaps in current coverage.

Area of Supports 
Due Diligence & Human Capital Assessment
Employee Benefits
Property & Casualty Insurance (P&C)
401 (k) & Retirement Plan Services
Loss Control Reporting
Key Person Life Insurance & Executive Compensation
OSHA & DOL Compliance
Reps & Warranties Insurance (RWI)
Portfolio Program Managment
  • Due Diligence and Human Capital Assessment

  • Property & Casualty Insurance (P&C)

  • Loss Control Reporting

  • OSHA and DOL Compliance

  • Employee Benefits

  • 401(k) and Retirement Plan Services

  • Key Person Life Insurance and Executive Compensation

  • Reps & Warranties Insurance (RWI)

  • Portfolio Program Management