Insurance is sometimes seen as a commodity. Our advice is anything but. NewCo Risk gives SMB businesses access to the same bespoke approach, sophisticated strategies and big thinking as the leading global insurance consulting firms.  

We provide clear, accessible, and valuable consultation on insurance, benefits and risk management—allowing you to approach risk with confidence. We join your deal team as a cross-discipline advisor, helping to navigate every aspect of the transaction that touches insurance, employee benefits or transactional risk issues. 

In 2025, Andy and Josh spun out NewCo Risk from a top-100 specialty insurance broker with a mission to build an enduring brokerage platform to serve investors and operators that have been marginalized by ‘alphabet house’ brokers and underserved by local and regional agencies. They bring nearly four decades of expertise in insurance and transactional consulting, earned across thousands of deals, from Main Street to Wall Street, from self-funded searchers to the largest global private equity firms.


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