About Us

Disrupting Private Equity Insurance

We don’t just advise on insurance, we redefine risk management.

ERS turns insurance from a compliance requirement into a competitive edge for private equity firms, portfolio companies, private businesses, and family offices. We pride ourselves on bringing full transparency to a traditionally opaque industry, ensuring better coverage, cost control, and broker accountability.

Our Process

We Protect Investments

Broker Assessment

ERS evaluates brokers based on market access, technical expertise, pricing strategy, and alignment with the portfolio company’s needs. As a zero-cost advisor, we bring industry insight to identify brokers best positioned to deliver value.

Finalists Selection

We vet brokers for performance, accountability, and sector fit advancing only the most qualified to present competitive proposals.

RFP Process

ERS conducts a structured RFP process, including strategy presentations and cost projections from each finalist. This approach typically reduces costs by 15–20% while improving transparency and coverage alignment.

Evaluation

After thorough evaluation, ERS supports broker selection and co-brokers reps and warranties bridging communication between investors and portfolio companies, and ensuring accountability throughout.

The ERS Model ensures better coverage, cost control, and broker accountability across your investments.

We Protect Your Team

Portfolio companies often rely on brokers as the sole source of truth for employee benefits. ERS acts as an independent advisor to ensure strategies align with business goals, budgets, and employee needs.

Broker Fit & Performance

We evaluate broker capabilities and ensure they deliver more than just an annual renewal aligning the right partner to company size and complexity.

Strategy Validation

We pressure test benefit design, funding arrangements, and plan performance to confirm they’re driving value.

Accountability

We hold brokers to their commitments, making sure promises made are promises kept.

Savings & Optimization

We challenge renewals, push back on increases, and uncover cost-saving alternatives.

ERS levels the playing field by bringing insider broker expertise to protect both employees and investors.

Our Work

Case Studies

PE Portfolio Insurance Centralization

The portfolio lacked centralized insurance governance, leaving 14 companies with fragmented brokers, reactive renewals, and rising costs without transparency or scale.

PE Portfolio Company Broker Selection

The carve-out left the portfolio company exposed, over insured, and under-supported.

PE Sponsored Corporate Carve Out

The portfolio company was mid-acquisition, under-supported, and locked into a broker that didn’t fit their needs.

PE Acquisition of Vegetation Management Company

The company was growing quickly in a high-exposure sector, but its insurance structure was outdated, fragmented, and expensive.

PE Portfolio Company Health & Benefits Cost Optimization

The portfolio company was operating under a fully insured medical plan with rising premiums, limited visibility into claims, and no clear path to control benefits spend.

Our Media

Webinar

Unlock Liquidity. Fuel Portfolio Growth.

The ALOC is a smarter alternative to traditional insurance collateral. Keep working capital free, preserve bank lines, and give your portfolio companies the flexibility to invest, acquire, and grow.

Learn More

Meet the Experts

Our Team

Tyler Martin

Chief Executive Officer

Kathryn Marshall

Chief Operating Officer

Josh Trowbridge

Senior Account Executive, CLCS

Susan Hill

Director, Health & Benefits Advisory

Kate Sparrow

Business Development Associate

Contact us

Get In Touch