Strategic risk solutions for private equity and alternative asset classes clients

We provide expert risk management guidance for private equity, family office, hedge funds and venture capital clients navigating complex regulatory landscapes.

Comprehensive risk management solutions to ensure your investments are protected consistently across the portfolio

Private equity, venture capital and alternative asset clients operate in a fast-paced environment. Our team brings deep and specialized experience in structuring insurance programs and setting the course in risk management to ensure proper protection, predictability, from initial diligence through divestiture. From the earliest stages of diligence through exit strategy, JMBI positions our clients to move with efficiency and confidence.

We understand your various exposures—from executive liability and cyber events to M&A transactional risk—and we work with each client to build the kind of bespoke program structuring that aligns to your investment horizon and footprint.

We provide wide-ranging, comprehensive services, including:

Diligence on every phase of the asset lifecycle
Metrics, modeling, cost analysis and pre-loss planning
Wide-range of liability coverage, from Directors & Officers (D&O) to Errors & Omissions (E&O), cyber, employment practices, fiduciary, contingent and general partnership
Risk Transfer and business continuity strategies

Our compliance-focused process integrates seamlessly into your operational model to prevent insurance gaps, support risk transfer and satisfy regulations in states across the country and countries around the world.

Whether managing insurance for a portfolio company or coordinating the insurance structure for a complex acquisition, JMBI acts as your trusted partner, backed by expertise and data. We work behind the scenes with your advisors and partners to protect every moving part of the transaction lifecycle.

We also are expert brokers, leveraging our best-in-class relationships with carriers, which unlocks access to proprietary tools, unique reinsurance capacity and international coverage.

Vast experience with Alternative Assets Investors

$0B
Expected Private Equity market size
$0T
In Dry Powder to deploy
0%
Of a PE firm’s time is focused on Financing and Managing Risk

Frequently asked questions

Each portfolio company, regardless of its industry, will undergo a thorough risk assessment to identify specific exposures related to its operations, financial situation and legal and regulatory environment. We balance those unique needs with a consistent approach to protect each of the portfolio entities within the fund.

Yes, our team regularly works within accelerated deal timelines to provide diligence reports, coverage reviews, and gap analyses critical to decision-making.

We monitor compliance requirements across jurisdictions and align coverage structures with local, state, and federal insurance regulations to reduce exposure and meet filing requirements.

We evaluate exposures and coordinate commercial coverages for operating businesses, as well as integrate personal insurance strategies to ensure comprehensive protections for the family office.