PE & Venture Capital

Private equity and venture capital firms operate in a highly regulated environment where decisions carry significant financial and reputational risk. Beyond fund-level exposures, firms face risks through portfolio involvement and transaction activity. We support our clients to protect their business and investments throughout the lifecycle of their funds.

About us

Management liability & transaction risk

Private equity and venture capital firms operate in a fast-moving environment where investment decisions, portfolio company performance, fundraising activities, and leadership exposures can create significant financial and reputational risk.

Bartlett works with private equity firms, venture capital groups, family offices, and investment sponsors to structure insurance programs designed to protect the management company, leadership team, funds, and portfolio investments.

Our specialist teams, advise clients across a range of solutions including:

Why Bartlett

A tailored approach for investment firms

Every investment platform operates differently based on fund structure, target industries, investment strategy, and growth objectives. Insurance programs should reflect the complexity of both the management company and the underlying portfolio.

We work closely with leadership teams, legal counsel, finance professionals, and operating partners to develop practical insurance solutions aligned with investor expectations and long-term business goals.

Our goal is to provide responsive service, strong market relationships, and strategic risk management support throughout the investment lifecycle.

Featured Capabilities

Commercial Insurance

U.S. commercial insurance programs designed and placed around your risk profile, operations, and growth strategy.

Global solutions

U.S. placements for international brokers and global program management for U.S. clients. Seamless execution across borders.

Claims & Risk Advisory

Active claims management and risk advisory support focused on improving outcomes and reducing loss.

Our impact

Deal protection

Our client was acquiring a consultancy practice as part of a time-critical carve-out within a private-equity-backed group restructuring. The transaction needed to complete quickly and in step with a wider timetable that could not slip.

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