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Identify
We map the risk and governance exposures that move Enterprise Value, the ones buyers, lenders and insurers actually price, against your numbers and your equity story.
A division of The Lex Group
Turnkey risk and governance that proves Enterprise Value and supports a stronger exit.
We identify, fix and evidence the risk and governance factors that move Enterprise Value, so sponsors can exit with fewer surprises and better terms.
Independent Trusted Advisor
Lex Advisory advises, evidences and structures. It does not sell insurance or bind risk. Authorised group companies execute.
Why a turnkey advisory
Most advisers find the problem.
Most advisers find the problem.
We find it, fix it, and evidence it.
A diligence report tells you what is wrong. It does not improve your Enterprise Value. We close the loop: identify the risk and governance factors a buyer or lender will scrutinise, remediate them, and produce the evidence that stands up in a transaction.
02
Fix
We remediate the gaps, structure the right transfer and credit solutions, and put governance in order, so the weakness is gone before a buyer ever finds it.
03
Evidence
We produce the documented proof a diligence process accepts, so improvements convert into a defensible valuation and hold their value at the negotiating table.
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Independent of placement
We earn nothing on the cover ultimately bought. The advice is the product, so it has no incentive but your stronger exit. Regulated execution sits with authorised group companies.
Where we stop, and who takes over
One clean line between advice and execution.
This is the heart of how we are built. Lex Advisory takes the work as far as a structured, evidenced recommendation. The regulated act of quoting and binding is handed, on your instruction, to an authorised group company that owns that responsibility in full.
Lex Advisory · Advisory division
The advisory
Identify, fix and evidence the risk and governance factors that move Enterprise Value. We prepare the analysis, the remediation and the proof. No quoting. No placement. No binding.
Group company · Regulated
The execution
On your instruction, an authorised group company secures quotations, arranges terms and binds cover, accountable to its own regulator for that work. Listed as our execution partners.
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Steps from exposure to evidence: identify, fix, evidence
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Authorised group companies executing regulated placement across the UK, Ireland, EU & EEA
0
Underwriting lines or placement commission at the advisory. Independence is structural
1
Division of The Lex Group, dedicated to Enterprise Value and exit
The principle
A diligence report finds the problem. We make it disappear before the buyer does.
Turnkey risk and governance, built for Enterprise Value
Execution partners
Advice you can act on, the moment you choose to.
When a recommendation is ready to become cover, it moves to an authorised company within The Lex Group, built for exactly that work. Each is regulated in its own jurisdiction and accountable for its own regulated activity.
Lex Risk Solutions
Commercial and marine insurance, construction, bonds and alternative risk transfer
Group company. Regulated insurance intermediary
Visit →Lex Surety
Surety, performance and contract bonds
Group company. Authorised surety intermediary
Visit →Le Chéile Group
General commercial insurance, bonds, life, pensions and investments
Group company. Regulated by the Central Bank of Ireland
Visit →Jade Insurance
Personal and commercial lines insurance
Group company. Regulated by the Central Bank of Ireland
Visit →
Common questions
Risk, governance and exit, answered.
What a turnkey risk and governance advisory does, who it is for, and the line we never cross.
Is Lex Advisory an insurance broker?
No. Lex Advisory is the independent risk and governance advisory division of The Lex Group. We do not sell insurance, quote premiums, recommend a specific insurer for remuneration, or bind cover. We advise, evidence and structure. When you choose to act, the regulated work of placing cover is carried out by an authorised group company.
How does Lex Advisory support Enterprise Value and an exit?
We identify the risk and governance factors that buyers, lenders and insurers scrutinise, fix the gaps, and then evidence the result in a form a diligence process will accept. That reduces surprises in a sale, supports the equity story, and helps sponsors hold terms through a transaction.
Who do you work with?
Private equity sponsors, portfolio company boards, corporate finance and treasury teams, and owner-managed businesses preparing for investment, refinancing or sale across the UK and Ireland.
What is the relationship with The Lex Group?
Lex Advisory is a division of The Lex Group. The advice is independent and placement-neutral; where regulated execution is needed, it is carried out by authorised group companies such as Lex Risk Solutions, Lex Surety, Le Chéile Group and Jade Insurance, each responsible for its own regulated activity.
Can you work alongside our existing broker and advisers?
Yes. Because we earn nothing on the cover ultimately placed, we are not competing for the placement. We sit above execution and make your existing broker, corporate finance and legal advisers more effective.
Preparing for investment, refinancing or exit?
Tell us where the value sits and what could threaten it. We will show you how we would identify, fix and evidence it, with no obligation.