Private Equity Through The Lens of Commercial & Contract Surety

Private equity investment is reshaping businesses across nearly every sector—including many of the companies and contractors that surety professionals support. But what does private equity ownership mean from a surety perspective, and how can producers and underwriters effectively evaluate the opportunities and risks it presents?

This virtual seminar will explore private equity through the distinct lenses of both commercial and contract surety. Join Matt Nowaczyk and Kevin White of Applied Surety Underwriters as they examine how private equity structures, investment strategies, and ownership transitions can influence credit quality, financial reporting, management decisions, and long-term business stability.

Designed for both surety bond producers and surety company underwriters, this session will provide practical insights into evaluating privately backed firms, identifying key underwriting considerations, and understanding how private equity involvement may create both enhanced opportunities and unique challenges within commercial and contract surety portfolios.

Participants will gain a deeper understanding of:

• Common private equity ownership structures and investment approaches.
• The impact of private equity on contractor growth, acquisitions, and succession planning.
• Financial and operational indicators that warrant closer scrutiny during the underwriting process.
• Differences in evaluating private equity-backed risks in commercial versus contract surety.
• Strategies for producers and underwriters to effectively communicate with clients, owners, and investors during periods of change.

Whether you work primarily in commercial surety, contract surety, or both, this seminar will equip you with the knowledge and practical tools needed to navigate an increasingly important trend influencing the surety marketplace.