08/13/2025
Private equity ownership changes how insurers view a business — but many portfolio companies don’t realize the advantages it brings.
PE-backed firms are seen by insurers as vetted, optimized, and institutionally managed — which builds underwriter confidence. That can mean better pricing, broader coverage, and stronger carrier relationships.
But these benefits aren’t automatic. They require a strategic approach to insurance, from aligning coverage across the portfolio to understanding policy nuances.
We spoke with Warren J. Stella, Managing Principal at Vanbridge, about the patterns he sees among companies that get it right — and what others can learn from them.
Read the full article here.
Advancements in Supplemental Executive Retirement Plan (SERP) Design in Acquiring and Retaining Key Talent
Posted on 09/17/2026
Replacing a key executive can cost more than 100% of that leader’s annual salary, before accounting for lost institutional knowledge, disrupted strategy, and weakened cli...
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