Funds and their portfolio companies
Insurance diligence and portfolio support.
Virtus reviews coverage, claims, and insurance costs before a transaction. We help arrange coverage for closing and assess insurance across your portfolio companies.
Private Capital
Insurance services for funds and portfolio companies.
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Insurance diligence
We review coverage, claims, costs, and transaction implications to identify findings that deserve attention before closing. Our work follows the deal calendar and connects the findings to the decisions your team needs to make.
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Coverage for closing and ownership
We develop the insurance plan during diligence, with coverage decisions, responsibilities, and timing clearly identified. That preparation helps your team arrange coverage for closing and establish priorities for ownership.
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Portfolio visibility
We bring coverage, limits, retentions, and costs into a consistent view so you can evaluate differences and opportunities across portfolio companies. We help assess where coordination makes sense and where a company needs a distinct approach.
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Fund and management liability
Coverage at the fund and portfolio-company levels can interact. We help you understand those relationships and structure management liability protection around the responsibilities and exposures at each level.
Know what needs attention before you close.
Insurance diligence should help your team answer the questions that shape the transaction and the plan for ownership.
- Which coverage gaps or terms need further review?
- What insurance costs should inform the go-forward budget?
- What needs to be arranged for closing?
- Which issues should become priorities during ownership?
Related capabilities
Coverage and services for private capital
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Insurance Diligence →
A structured review of your insurance, with findings and a clear plan for next steps.
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Executive Risk →
Directors and officers, employment practices, fiduciary liability, and crime coverage.
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Risk Analytics →
Policy, exposure, and claims information brought together to support decisions.
Evaluating an acquisition or reviewing portfolio insurance?
Talk with our Private Capital team about the scope and timing of diligence, coverage for closing, or coordination across portfolio companies.
Talk with our Private Capital team →