Your risk program is a margin lever — not a line item.
Most brokers price the policy in front of them. We build a risk and capital program that recovers margin the tariffs took, keeps your experience mod in single digits, and positions your balance sheet for the next renewal, the next audit, or the next consolidator conversation. Property, workers comp, tariff advisory, and BOLI/COLI for mid-market manufacturers — structured by operators who have run plants.
Our team built and led a 350+ person industrial services business before becoming advisors. We have walked shop floors, sat in safety committee meetings, and signed the checks to upgrade equipment. When we ask about your mod or your BI limit, we are asking as operators first.
A Tariff Playbook Built in 2025–2026
We have actively advised manufacturing clients through the tariff environment of the last two years — classification, sourcing, and customer contract work that moved real dollars. Most brokers have never had to do any of that. We have a playbook.
Mod Discipline as a Monthly Metric
On floors with repetitive motion, material handling, and machinery risk, the experience mod compounds quietly. Most brokers react annually. We treat it like a P&L line — monthly reviews, open-claim pressure, reserve challenges, and pre-renewal positioning that reads the way underwriters actually want.
Institutional BOLI/COLI structures can sit quietly on the balance sheet and compound tax-advantaged capital for key-person retention, deferred comp, and buy-sell funding. Most middle-market manufacturers have never had it modeled for them. We do it routinely.
Integrated With Your Full Capital Stack
Insurance, surety, bank LOCs, private credit, acquisition debt, M&A readiness. One conversation, one team, one set of financials. Most brokers cannot credibly speak to all of those. We do every day.
We Do Not Disappear When a Claim Arrives
Large property losses, product recalls, serious injuries — those are when a broker earns their keep. We stay in the room, coordinating with the carrier, the adjuster, your counsel, and your plant manager to protect both the balance sheet and the next renewal. Transparent advocacy, not hand-off.
Our Team
Operators First. Advisors Second.
$1B+
Aggregate Transaction Value
12+
Portfolio Companies Operated
$5B+
CRE & M&A Completed
Direct
Carrier & Market Relationships
“In manufacturing, the best risk program is a margin decision. The operators who treat it that way recover more dollars than the ones who treat it as an annual renewal.”
Choose the option that fits you best — download our manufacturing diagnostic eBook instantly, or request a confidential program review tailored to your operation, your workforce, and your exposure profile.
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Download the Manufacturing Diagnostic eBook
Our mid-market manufacturer guide: three levers that recover margin, how to treat your mod as a monthly metric, and how BOLI/COLI sits on the balance sheet.
Instant Download
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Request a Program Review
Share details about your operation and our team will deliver a confidential manufacturing diagnostic within 48 hours — coverage gaps, mod outlook, tariff exposure, and balance-sheet tools.
Personalized • 48-Hour Turnaround
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Your eBook Is Ready
We’ve also sent a copy to your email. Explore the three levers mid-market manufacturers are using right now to recover margin, tighten their mod, and put BOLI/COLI to work on the balance sheet.
A member of our team will review your information and deliver a confidential manufacturing diagnostic within 48 hours — coverage gap read, mod outlook, tariff exposure, and balance-sheet recommendations.