Symphony Transact

Risk Solutions For Private Equity

Dealmakers face a myriad of risk management needs requiring specialized experience, actionable advice, and flawless execution. From initial due diligence and transactional risk insurance to portfolio-wide risk management and insurance procurement, Symphony Transact’s deeply knowledgeable specialists provide tailored engagements over the entire investment life cycle.

Private equity image collage


Symphony Transact

Symphony Transact is the specialty business of Symphony Risk Solutions focused exclusively on the risk management and human capital needs of private equity firms, independent sponsors, family offices and strategic acquirers. We work across the gamut of alternative asset managers and investment structures — anywhere a sophisticated approach to risk and insurance is needed.

Symphony Transact partners with private equity firms to identify, construct and execute bespoke solutions that meet the needs of this unique market. We help private equity firms protect balance sheets and maximize earnings, while recognizing that the most important factor to the success of a deal is often found within the intangibles — the interactions between the seller and the buyer’s advisors.

As the experienced M&A insurance brokers and advisors, we are an integral part of the deal team.

Private Equity Risk Services

Symphony Transact is committed to industry and coverage specialization. Symphony Transact works in tandem with coverage and industry specialists to de-risk our clients’ investments and improve the certainty of outcomes. Some of our specialty services include:

Insurance and Employee Benefits Due Diligence – We perform due diligence on a target company’s insurance and employee benefits programs. We are differentiated by our experience across decades, deal sizes, industries and transaction structures.

Transactional Risk Solutions – Representation & Warranties, Tax and Contingent Liability bring certainty to transactional risk.

Brokerage and Transact – Working in tandem with our specialized business verticals, Symphony serves as the insurance broker and employee benefits consulting partner of choice for sponsored companies, public companies, and private businesses.

Portfolio Risk Management – We leverage our clients’ portfolios to create better outcomes, while providing governance and data/analytics to ensure that our clients’ risk management practices are optimized across their portfolios and competitive when compared to benchmarks.

Fund Manager Risk – Fund managers need specialized liability coverage to ensure their fiduciary responsibilities dovetail seamlessly with the portfolio companies’ Directors & Officers’ Liability program.

Because Symphony companies work in concert, we bring you unparalleled industry and risk-specific proficiency to create customized risk and human capital strategies.

Symphony Transact has unparalleled Mergers & Acquisitions expertise across all forms of acquirers.  We are passionate about composing thoughtful and detailed programs beginning with a single transaction and ending on a chorus of seamless portfolio protection.


  • Auto Liability
  • Crime
  • Cyber
  • Directors & Officers
  • Environmental
  • General Liability
  • International
  • Professional
  • Property
  • Workers’ Compensation
  • Umbrella /Excess Liability

Management Liability & Cyber

  • Managed Care E&O
  • Directors and Officers Liability
  • Employment Practices Liability
  • Fiduciary Liability
  • Crime/Fidelity
  • Special Crime
  • Errors and Omissions
  • Cyber Liability
  • Technology E&O
  • Educators Legal Liability
  • Transaction Liability

Employee Benefits

  • Medical
  • Dental
  • Life
  • Disability
  • Physician Disability
  • 401(k)
  • Human Resource Consulting
  • Benefits Administration
  • Self-funded programs
  • Stop Loss
  • Vision
  • Global/International Benefits
  • Pharmacy Benefits Management
  • Wellness Solutions
  • Life

Client Services

  • Analytics and Benchmarking
  • Claims Advocacy
  • Loss Reserve Management
  • Pre & Post-Loss Risk Control
  • Clinical Risk
  • Enterprise Risk Management
  • Forensic Accounting
  • Contract Review
  • Credentialing and Certificates of Insurance


  • Environmental
  • International
  • Product Recall
  • Trade Credit
  • Intellectual Property
  • Manufacturers’ Errors and Omissions
  • Surety Bonding

Specialized Industry Experts. Focused on You.

Symphony Transact puts our best on your side. Our best people. Our best ideas. Our best partners. Your best outcomes.

Andy Harbut

President, Symphony Transact

Tailored solutions means we are not confined to our internal resources. Whenever and however necessary, we will access — at our cost and for our clients’ benefit — the appropriate service or technical partner required to create exceptional value.

Government building and computer with graphs

The Symphony Difference

Deep Private Equity Understanding

We are investors and business owners ourselves. Our advisors take a holistic, multidisciplinary approach to insurance due diligence. We bring an intimate knowledge of the investment business side, not only the insurance side.

We’re fluent in financial statements and purchase agreements in addition to property insurance policies And we know the difference between co-insurance and co-investment.

More than Out-of-the-Box Solutions

Because we’re experts in the equity firm industry, we have ready-to-do strategies for managing your portfolio and enterprise risk.

We also bring out insights to carefully-tailor solutions to managing employee benefits, self-funding, transparency, and access to data, while being proactive to manage costs.

Cross-Industry Expertise

Symphony Transact collaborates with other Symphony Risk business verticals to understand our PE client portfolio company industries. You have the benefit of the full Symphony Risk team, working side-by side, to provide both best-in-class insurance advisory and transactional consulting.

No other broker combines disciplines as seamlessly.

Our Reach

We service clients in all 50 states and worldwide through our global partnerships. Our teams are built around experts in both industry- and product-specific specialties.

Our method to create, implement, and execute our capabilities separates and differentiates us from publicly traded multinational behemoths, regional/local generalists, and “buy-and-flip” aggregators.

Contact Symphony Transact

We would love to hear from you.

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interested in Symphony Transact’s PE products and services.
interested in “sitting in” and becoming a performer in an environment that champions product and industry expertise.
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