M&A: The need for speed matched with evolving insurance productRead More →
Merger, acquisition or divestiture, investment deals have a lot of moving parts. Risk Strategies Private Equity X-rays risk, spotting issues that can reduce value before, during and after the transaction. Making your investment pay off.
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In the highly-competitive, fast-paced world of private equity, diligence is key. Don’t get caught in a compromising position. Risk Strategies sweats the fine print to safeguard against the unexpected and undisclosed.
It’s hard to see a risk if you’re wearing rose-colored glasses. Our experts are pragmatists who understand how risks can hinder your progress and erode your investment. We get the big picture when it comes to risk that spans the lifecycle of your investment.
Hindsight is 20/20. If a liability emerges after the deal is closed, we arm you with the right tools to protect your investment’s value.
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Licensed as a Certified Financial Planner, Joanne has spent more than 30 years advising clients to make informed decisions about protecting their assets and building strong growth and value. Joanne and the Risk Strategies M&A/Private Equity team specialize in understanding business risks, due diligence, insurance program design and strategy, marketing and negotiation, and maneuvering through complexity.