Private Equity
A portfolio of companies means a portfolio of risk, often duplicated across every holding.
Why private equity businesses form captives
A private equity firm's portfolio companies often duplicate the same categories of risk, directors and officers, cyber, representations and warranties exposure, across every holding. A captive can aggregate that risk at the fund level instead of pricing it separately at each portfolio company.
Risk categories a captive can fund
Every captive is built around the risk a specific business actually carries, not a generic policy.
Portfolio wide risk aggregation
One program built around a fund's actual holdings instead of ten separate ones.
Directors and officers
Coverage extended consistently across every portfolio company's board.
Cyber across the portfolio
A single view of data risk spanning every holding.
Formed and managed by one team
Helio Risk's ICCIE trained team builds and manages the program end to end: business plan, application and approval, then ongoing management once it is live.
Private Equity captive guide
An original Helio Risk reference guide on captive insurance for private equity businesses. It is an unedited source document, so some figures and contact details reflect when it was first published.
Download the PDF guideOriginal document, not a newly revised publication.
See if a captive fits
An introductory conversation helps identify whether a captive fits your risk profile and what it would take to confirm it.