Get in touch

This field is for validation purposes and should be left unchanged.
Case study

Private equity group acquiring care and social housing portfolios for deals in excess of £250m. 

Protect your Business

Challenge

A leading private equity firm is acquiring portfolios of care homes across the UK. With large deals involving a significant number of homes to be purchased in a very short time frame – ensuring the group was adequately insured was a major priority.

Solution

We conduct a full due diligence review of each portfolio pre-purchase, auditing all policies and assessing exposures specific to the care sector. From this, we designed a tailored insurance programme that closed gaps, removed overlaps, and ensured consistency. We also negotiated with insurers to align terms, limits, and deductibles, while simplifying administration across the group.

Outcome

Achieved alignment of coverage standards across all portfolio companies.
Delivered greater clarity and efficiency, making oversight and administration significantly easier for both the firm and its portfolio operators.
Provided the firm with enhanced confidence in its risk management framework, supporting long-term asset growth and stability.

Assets Insured

£380,000,000