Connect with an Expert

Connect with an Expert



Financial Institutions face an ever changing environment whether it’s regulation, technology, evolving consumers, or market competition.  Our professionals understand this unique environment and provide strategic solutions that can offer a significant advantage.

Our practice is industry agnostic because we focus on the deployment of capital.  We find insurance solutions that either increase your return on capital or simply preserve your capital.  Financial Institutions are facing ever-evolving risks including cyber-attacks, privacy breaches, rogue actors, political risk, counter-party risk to name a few.

Solutions we offer;

  • General Insurance for Private Company or Public Company
  • Management Liability
    • Directors & Officers Liability
    • Fiduciary Liability
    • Employment Practices Liability
    • Kidnap & Ransom
  • Professional Liability
  • Accounts Receivable Insurance
  • Financial Crime Insurance
  • Financial Institutions Bonds
  • Actuarial Services
  • Multinational Programs
  • Cyber Insurance
  • Mergers & Acquisitions Guidance
    • Insurance Due Diligence
    • Representations and Warranties Insurance
    • Specialized Private Equity Insurance Programs
  • Intellectual Property
  • Warranty Programs

Industries we commonly serve;

  • Asset Managers
  • Broker Dealers
  • Banks and Credit Unions
  • Angel Investors
  • Venture Capital
  • Private Equity
  • Strategic Corporate
  • Fintech
  • Crypto Currency Related Firms