Private equity-backed businesses move fast and risk and benefits strategy has to keep up. Scott Insurance’s Private Equity Practice delivers a comprehensive, transaction-focused approach to insurance, risk, and employee benefits designed to protect value, reduce volatility, and support growth across the full lifecycle of an investment. We go beyond diligence. As risk partners, we help sponsors and management teams turn insurance and benefits into a strategic lever that supports EBITDA improvement and stronger exit outcomes.
Our Approach
A value-driven, lifecycle model not a one-time transaction.
Many firms treat insurance as a “necessary evil” and due diligence as the only moment that matters. In reality, value creation is a multi-year journey and your insurance program can either support that goal or quietly create value leakage.
Our three-phase approach aligns risk and benefits strategy to the full deal lifecycle:
Stage 1: Acquisition & Due Diligence (1–6 months)
We deliver a comprehensive due diligence report and advisory support, but we don’t stop there. We use diligence as a springboard into a long-term service plan and manage the change thoughtfully to earn trust with incumbent management teams.
Stage 2: Operating & Holding Period (5+ years)
This is where we shine. We focus on claims performance, cost control, portfolio-level reporting and benchmarking, and high-touch partnership all designed to capture EBITDA and protect underwriting access as carrier appetite tightens for PE-backed risks.
Stage 3: Exit & Sale (6–12 months)
At exit, we help position your insurance program as an asset delivering a stable, high-performing program with improved loss experience and stronger market perception to support deal value and continuity post-close.
What differentiates Scott:
- Integrated service model: diligence isn’t siloed, high-performance service teams take over post-close, focused on outcomes, not just placement.
- Change management expertise: we know how to win over incumbent teams and drive adoption of a performance mindset.
- Claims-performance-first mentality: directly connecting risk performance to EBITDA and exit value.
- Data-driven execution: benchmarking and analytics that support smarter decisions throughout the hold period.
Our services include:
- Due diligence & transaction advisory: Comprehensive risk, insurance, and benefits assessments that inform deal decisions and set the foundation for long-term value creation.
- Program design & optimization: Structuring and refining insurance and benefits programs, including alternative funding and global placement strategies.
- Claims & risk performance management: Improving claims outcomes, reducing total cost of risk, and driving measurable EBITDA impact.
- Data, analytics & actuarial insights: Advanced modeling, forecasting, benchmarking, and custom dashboards to support better decision-making.
- Portfolio support & employee benefits strategy: Scalable solutions across risk, compliance, pharmacy, and employee experience to support portfolio-wide performance.
- Post-close execution & exit readiness: Change management, ongoing advisory, and positioning programs as a value-enhancing asset at exit.
Ready to turn risk and benefits into a portfolio value driver?
Connect with Scott Insurance’s Private Equity Practice team to discuss diligence support, program optimization, and a performance-focused strategy built for the full investment lifecycle.
Contact:
Josh Mason, Risk Advisor
jmason@scottins.com
704.654.3854
Alex Thompson, Risk Advisor
athompson@scottins.com
864.362.2426