Kyle D. Grahn

• Provides transactional risk advisory and insurance due diligence for Private Equity and Corporate M&A deals (assisted on both stock and asset transactions, carve-out and bolt-on acquisitions).

• Assists in developing the post-close insurance program structure and costs for the target company.
• Actively involved in drafting key documents including RFP's, risk management due diligence reports and cost sheets for client consumption.
• Provides analytical support on periodic stewardship reports for Private Equity portfolio clients.
• Engaged regularly with Marsh insurance specialists to procure pricing projections and advisory for the target company's post-close insurance program.

• Managed client accounts and maintained placement broker relationships to ensure client satisfaction and retention.
• Assisted in the creation of custom insurance programs for a wide range of businesses, with a focus on private equity portfolio companies.
• Executed daily insurance strategies, adapting quickly to changing market conditions to ensure our clients received the best insurance programs possible.

• Actively provided high grade service to all Union League of Philadelphia members and guests.

• Developed and maintained relationships with many Union League members to customize their experience while at the various golf courses.