PEMA™ Portfolio Platform enables private equity sponsors and their portfolio companies to more effectively and efficiently evaluate risk and, where appropriate, design insurance programs calibrated to provide optimal balance sheet protection. We accomplish this through centralized placement and advisory teams who are led by a Portfolio Manager dedicated to each sponsor. The role of a Portfolio Manager — and the underlying model — is unique to Marsh and designed to yield better-than-market results and superior claims resolution for our clients.
The size and sophistication of our portfolios under management range greatly from a loose buying coalition of a handful of companies up to a few hundred. The substantive majority of our portfolio programs include management liability and, increasingly, cyber liability. The treatment of other lines of coverage varies depending on Sponsor preference and portfolio company (“PortCo”) perception of value. Ultimately, a portfolio program can be tailored to support the objectives of both the private equity sponsor and participating PortCos.
At Marsh, we understand the importance of minimizing risk costs and optimizing operational efficiency to drive successful investment strategies. As a trusted risk advisor in the private equity and M&A sector, we possess extensive expertise collaborating closely with our clients to understand their risk profile. We offer guidance and portfolio oversight to maximize value across their portfolios. Additionally, we provide access to comprehensive coverage from top insurers, thereby assisting our clients in securing the necessary protection. With Marsh PEMA as your partner, you can confidently navigate intricacies of risk management and unlock your investment’s full potential.
