Private Equity Insurance
Every investment brings opportunity … and risk. We help protect both your firm and your portfolio with private equity insurance structured across three layers: management liability at the fund level, coverage across your portfolio companies, and transaction liability insurance that responds when a deal moves.
A Coordinated Approach To Private Equity Insurance.
Private equity risk doesn’t exist in silos, and your insurance strategy shouldn’t either.
Relation brings together fund-level management liability, portfolio company coverage, and transaction liability insurance into one coordinated approach under a single team, helping you identify gaps, reduce complexity, and protect your investments at every stage.
Fund-Level Coverage
Management liability insurance designed to protect the fund itself — the management company, the general partners, and the fund’s fiduciary duties to limited partners.
- General Partnership Liability
- Fiduciary Liability
- Fidelity Bond
- Kidnap and Ransom
Portfolio Company Coverage
Management liability insurance for the operating businesses inside the portfolio, whether newly acquired or held for years — including specialized coverage for the actions taken by individuals associated with the private equity firm.
- Directors and Officers Liability
- Employment Practices Liability
- Financial Institutions E&O (for financial services and investment management portfolio companies)
- Fiduciary Liability
- Commercial Crime
Mergers And Acquisitions Coverage
Transaction liability insurance designed to help deals close cleaner and hold value after close.
- Representations and Warranties Insurance
- Tax Liability Insurance
- Contingent Liability Insurance
Our Private Equity Service Model Is Built For How Private Equity Firms Operate.
Practice Leads With Fund And Deal Experience.
Our experience and coordination helps keep deals on track and diligence requests minimal throughout the process.
Full-Lifecycle Coverage Design.
We build coverage so every policy — fund, portfolio, and transaction — performs in coordination with the others. This matters most when a claim tests the boundaries.
Attorneys Embedded In The Practice.
A significant portion of our practice team holds law degrees and comes from complex litigation and coverage work. When claims arise, we know how to speak with one voice across both the claims and underwriting sides of the carrier which can make the difference between disputed coverage and paid coverage.
Our Private Equity Insurance Process.
UNDERSTAND
the fund, the portfolio, and the deal pipeline.
- Review of fund structure, investment strategy, and portfolio composition.
- Assessment of existing coverage across the fund, portfolio companies, and prior transactions.
- Analysis of gaps, redundancies, and coordination issues across the current program.
- Understanding of the deal pipeline and near-term transactional coverage needs.
STRUCTURE
coverage across all three layers.
- Coverage at the fund level (General Partners Liability, Fiduciary, Crime, Kidnap & Ransom).
- Coverage at the portfolio company level (D&O, EPL, Fiduciary, Crime, and industry-specific E&O where relevant).
- Mergers and acquisitions insurance for active deal flow (Representations & Warranties, and related transactional coverage).
- Coordination of terms, limits, and language across all three layers so policies work together.
COVER
placement with the right carriers.
- Placement with carriers specialized in the private equity insurance space.
- Negotiation of terms that address PE-specific exposures.
- Coordination of renewal timing across fund and portfolio programs.
- Deal-specific transactional placement supporting active M&A.
SUPPORT
through the entire fund lifecycle.
- Coverage support at deal close.
- Ongoing program review as the portfolio evolves.
- Proactive, attorney-led claims advocacy — from pre-claim policy review through resolution and post-claim renewal navigation.
Seamless Continuity For Superior Service.
Our private equity practice is part of Relation’s Financial Lines Group — the team dedicated to management liability insurance, professional liability, and related specialty coverage. That means the professionals designing your fund program are the same professionals negotiating portfolio company coverage and structuring your mergers and acquisitions insurance. There’s continuity across the entire program, so you don’t have to worry about a handoff between teams as your business moves. We work across industries as well. Whether your portfolio is concentrated in technology, financial institutions, retail, or diversified across sectors, our team brings direct experience with the underwriting appetite, coverage nuances, and claim patterns in each vertical.
Meet Our Practice Leader.
Julio Bermudez
Managing Director, Private Equity Leader
Julio brings extensive capabilities in structuring insurance programs for financial institutions and commercial clients. His specialist knowledge encompasses the design and placement of complex insurance and reinsurance programs, tailored to the unique needs of these sectors.
Request A Risk Review.
Success in private equity depends on managing risk as strategically as you manage investments. See what a review of your current coverage uncovers. You may find that you’re adequately protected. You may find otherwise. Either way, you deserve to know for your peace of mind.
Let us take a look at your situation at no obligation or cost. Click below to get started.