PRIVATE EQUITY

We understand the unique and complex exposures of PE firms and portfolio companies. Our clients appreciate a proactive partner that takes a uniquely consultative approach.

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WHY WE ARE DIFFERENT

We want to talk about cost reduction. The fact is most insurance firms shy away from discussions about reducing costs because lowering benefits and insurance costs is difficult and counter-intuitive for many brokers, especially the big guys, so any discussions about costs inevitably turn to a discussion about their ability to “add value” and provide exceptional service

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Bryson specializes in employee benefits and insurance for private equity firms with a focus on reducing costs.

WE KNOW CASH FLOW & PROFITABILITY ARE KEY

Private equity firms & portfolio company management teams maintain a strong focus on cash flow, profitability and increasing enterprise value. So, any discussion about changes in employee benefits and insurance has to be driven by cost effectiveness.

WE KNOW PRIVATE EQUITY

We talk your language. Our private equity clients appreciate our knowledge of the industry, our creativity, and our understanding of the nuances of serving portfolio companies and management teams.

DUE DILIGENCE

We provide a strategic, consultative approach to benefits and insurance solutions and offer a comprehensive due diligence process that looks at risk strategy, both short and long term, to save money and avoid unnecessary surprises.

A TRUE PARTNERSHIP

We make sure that you and your portfolio companies have a strategic foundation to achieve managed insurance costs as you build to a liquidity event. Our private equity clients view us a trusted partner – and partners don’t let partners pay too much for benefits and insurance coverage.

READY TO INCREASE YOUR CASH FLOW?

We have saved dozens of private equity firms and their portfolio companies millions. We would love to help you too!

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HOW WE REDUCE COSTS

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Performance-Based Compensation

An insurance industry fact: when premiums go up, so does the compensation to the insurance broker. At Bryson, we have adopted a more client-centric approach. Instead of compensation that is only based on a percentage of the premium, we have designed a compensation model directly tied to our ability to lower insurance spend. We call it Performance Edge and our clients love it because they know “what gets measured gets done.

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Lifecycle Cost Design

Insurance is far more strategic than business leaders and average insurance professionals allow it to be. Too often, management waits until the last minute on insurance renewals and has few options to make substantive changes. At Bryson, we take a lifecycle approach that ultimately builds to a liquidity event. We work with the management teams at portfolio companies to introduce and help them adopt best-in-class strategies that contribute to lower insurance premiums over time. With the right planning, costs can be managed and even reduced.

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Aggregate Pricing

For some portfolios, aggregate pricing provides a great opportunity to improve coverages and lower costs. Some insurance brokers will hype this approach, others will dismiss it. At Bryson, we look at aggregate pricing as powerful strategic tool that when used appropriately can dramatically lower insurance costs.

Competition

We encourage it. Too many private equity firms have a locked-in, long-term relationship with a broker and they “set it and forget it.” Or, they leave it to management teams who, frankly, are more apt to mismanage benefits and insurance. Both approaches are a prescription for higher costs and a lower level of coverage. We invite competition. Competition is at the heart of our cost reduction strategies. We think competition serves our partners well.

OUR SERVICES

EMPLOYEE BENEFITS

Medical | Dental Vision | Life | Disability
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PROPERTY & CASUALTY

Workers’ Comp | Commercial Executive Liability

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RETIREMENT PLANS

401K | 403b
Profit Sharing Plans

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WEALTH MANAGEMENT

Estate Planning Investment Management
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LIFE

Life Insurance | Annuities Long-Term Care
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OUR CLIENTS SAY IT BEST

Ryan Peddycord

New Benefits Plan Attracts Employees

“Bryson’s expertise was pivotal for Tide Rock Holdings as their due diligence uncovered outdated insurance plans burdening our firm and portfolio companies. Leveraging shared ownership, Bryson consolidated multiple firms into one large group, yielding a 20% reduction in insurance costs. They added crucial coverage, enhanced HR support, and delivered exceptional service, reducing costs while improving services across our portfolio.”
- Ryan Peddycord
President, Tide Rock Holdings
Christian Schiller

Instrumental In Key Acquisition

“The Bryson Financial team was instrumental in our ability to move forward on the strategically important JonRie acquisition by our platform Markey Machine. Their lower middle market rep & warranty product was key to our feeling confident in the acquisition, and Bryson was uniquely positioned to provide the requisite coverage on a cost-effective and time-efficient basis. Their team made everything easy and walked us through each step of the process with a ‘can do/will do’ client service attitude. Thanks, Bryson Financial team!”
- Christian Schiller
Vice Chairman, Cascadia Capital LLC
Ryan Choura

A Trusting Business Relationship to Help Us Meet Our Goals

“As a competitive business owner, I know that in order to attract today’s best talent in the hospitality industry I need to be on the cutting edge of what I offer in health benefits. There is no question our company would not be experiencing the growth we are without great people who feel they are being taken care of. Bryson has helped us dramatically improve employee satisfaction.”
- Ryan Choura
CEO, Choura

Case Studies

Bryson Saves Groundbreaking Aviation Company ‘Jet Zero’ Over $500,000 In Year One

June 24, 2026 No Comments

Bryson Saves Groundbreaking Aviation Company JetZero Over $500,000 In Year One When JetZero’s benefits costs started outpacing their growth, Bryson rebuilt their program from the ground up, unlocking over $500,000 in savings, expanding plan options, and creating a scalable benefits strategy to support one of aerospace’s most innovative companies. CLIENT Founded in 2021, JetZero is

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Trucking Case Study

May 15, 2026 No Comments

For over a decade, this Texas-based oilfield trucking company assumed their carrier loyalty was being rewarded. It wasn’t. A significant shock loss four years prior had never been contextualized for the market, and the safety improvements made since had never been communicated to carriers. Their risk profile had changed. Their premiums had not. Bryson went to market with the complete story and returned with $800,000 in first-year savings.

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Captive Insurance Solution Turns Retail Losses Into Opportunity

February 17, 2026 No Comments

Captive Insurance Solution Turns Retail Losses Into Opportunity​ Discover how a captive insurance strategy helped this retailer reduce risk and how it could work for you. THE CLIENT A leading authorized national wireless carrier retailer operating 228 retail locations nationwide, delivering wireless products and services across the U.S. THE SCENARIO During and after COVID, The

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