In private equity, we understand the importance of a well-managed process and attention to detail.

Our entrepreneurial approach enables us to become a trusted advisor to equity sponsors of all kinds. We conduct an in-depth review of the target investment to properly identify risk. Once we’ve analyzed our findings, we provide insight into the proper risk transfer, reduction, elimination, or retention in a concise due diligence report.

You’ll have a detailed roadmap so you can better understand how to manage your investment. We treat our relationships as collaborative partnerships so we can arm you with the knowledge you need to make strategic and informed business decisions.

We work in collaboration with you and your team so you can better understand the risk associated with your investment and how to navigate it properly. Our goal is to ensure you’re protected and well-positioned when it comes to all aspects of acquiring, owning and operating a business—transactional risk, business risk, and proper guidance on employee benefit programs.

When it comes to mergers and acquisitions, it’s all about protecting you throughout the process. We provide assurance through:

  • Transactional Insurance Recommendations: We ensure you have the right protection when it comes to transaction risks throughout the M&A process.

  • Risk Analysis and Stewardship Planning: We help you identify and understand risk while equipping you with a strong action plan for the lifecycle of your investment.

  • Benefits Advisory: We provide sound guidance when it comes to creativity, communication, and compliance around your employee benefit offerings.

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Ryan Seager

Private Equity Practice Leader

At Associated, we allocate our top talent and resources to ensure our clients get the best guidance possible. We take your needs personally and we’re not comfortable resting until the work is done right.

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Solutions

Business Insurance

No matter your industry, our team of advisors will find the best risk management solution for you through our risk management approach and a wide range of carrier partners.

Employee Benefits

Let us help you navigate the world of employee benefits. Create a customized, comprehensive benefits strategy to attract and retain employees.

Individual Life and Health Insurance

Thoughtful and easy. Meet with our professionals today to ensure a secure future for you and your family.

Personal Auto and Home Insurance

Working with the top personal insurance companies, Associated is able to find the right solution for you.