Private Equity M&A

Our Private Equity practice is designed to support both deal activity and portfolio risk, bringing together coverage across the investment lifecycle.

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At Sompo, our Private Equity practice provides tailored insurance solutions designed to meet the evolving needs of Private Equity sponsors and their diverse investment portfolios.

We understand the complexities tied to M&A and offer specialized coverage that safeguards against risks associated with these types of transactions. 

Whether you need coverage for a bolt-on acquisition or require a more encompassing insurance solution for your entire portfolio, we can deliver. Employing a long-term vision of Private Equity, Sompo is a partner over the entire lifecycle of an investment.

From diligence, through closing, and continuing post-transaction, our team brings deep expertise in navigating the unique risks faced by Private Equity firms, ensuring that your business remains protected across all stages, even as circumstances evolve.

Coverage features

Target audience

We target the following:

  • Manufacturing
  • Real estate & hospitality
  • Healthcare
  • Life sciences 
  • Financial institutions
  • Business services 
  • Energy

Our approach

Our Private Equity model brings together underwriting, risk control, claims and pricing support in a structure designed around sponsor and portfolio needs.
  • Dedicated underwriting teams across Financial Lines and P&C focused on private equity
  • Multiline package capabilities that simplify placement across portfolio risks
  • Risk control support aligned to portfolio timelines and on-site assessments
  • Pricing support informed by private equity budgeting processes
  • Portfolio programme structures designed to consolidate coverage across investments
  • Underwriters experienced in M&A-driven work and time-sensitive placements

Expert insight

Private Equity isn’t just a segment at Sompo, it’s our discipline. We are driven by deep expertise, trusted relationships, and holistic thinking. We operate with the speed and perspective required in today’s environment. For some, it’s a transaction, for us, it’s a partnership.

Dan Reinert

SVP, Private Equity Practice Leader

Experts

Get to know our Private Equity specialists, supporting M&A activity and portfolio exposures across the investment lifecycle.

Core solutions for private equity portfolios

Coverage across key product areas supporting private equity risk.

Solutions for every stage of the investment lifecycle 

Private equity firms face changing risks at each stage of a transaction - from due diligence through closing, followed by post-transaction operations. Sompo is your partner at every step, helping protect your firm and portfolio companies. 

 

Why choose Sompo as your insurance partner?

  • Integrated solutions 
    Sompo’s relationship managers take the time to understand the full scope of each private equity client’s operations, portfolio and risks. Drawing on this comprehensive understanding, they develop holistic solutions that combine customized policies and risk management services.  
  • Exceptional risk control services 
    Sompo helps private equity firms and their portfolio companies identify, assess and mitigate risks, with special attention to exposures associated with specific products, services and geographies. 
  • Multinational reach 
    Sompo helps private equity firms with operations in multiple nations manage risk. We combine our global operations and network of third-party partners to provide coverage in more than 160 countries. 
  • Outstanding claims service 
    Sompo is committed to providing outstanding claims service. Our in-house claims team provides timely responses, helps our clients restore operations, and rapidly issues payments of covered claims.