Boutique Insurance Brokerage

Complex Risk

Handled With Intention

Advising and placing risk solutions for executives, investors, and deal teams across transactions, leadership exposure, and hard-to-place risks.

Trusted by Industry Leaders

By referral only

Chesky Partners
CSP
Genesis Credit Partners
Founders Exit Group
White Oak Global Advisors
Greenberg

Meet our team

M&A Industry Award Winner
Marianne Halvorsen

Marianne Halvorsen

Founder & Principal · Strategi Builder LLC

Executive Leadership

The advisor
behind
the strategy

With over 20 years navigating insurance markets across management liability, M&A transactions, and distressed situations, Marianne is the advisor executives turn to when placements are complex and the stakes are high.

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Years Navigating Complex Risk

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Core Strategic Areas of Focus

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Referral-Based Growth

  • Deep carrier relationships across management liability, transactional, and wholesale markets.

  • Specialist in complex and hard-to-place risk across transactions and restructuring.

  • "Meet the market" approach ; direct alignment between clients and underwriters.

  • Operating across Miami & New York ; serving clients nationwide across private equity, institutional lending, M&A advisory, and emerging companies.

  • Recognized by The M&A Advisor and International M&A Awards for excellence in complex risk and transaction-related solutions.

  • Trusted by executives, investors, and deal teams navigating complex situations.

Strategic Wholesale Partners

Collaborating with specialized wholesale partners across D&O, cyber, and complex liability.

Thomas Anselmo

Thomas Anselmo

Management Liability Middle Market & Complex Risks

LinkedIn
Daniel Mazzei

Daniel Mazzei

Management Liability Middle Market & Complex Risks

LinkedIn

see more

What We Do

Six Areas of Focus
One Strategic Advisor

Accessing specialized markets and structuring solutions across D&O, transactional risk, and complex placements; optimizing coverage, pricing, and execution.

D&O & Management Liability
01

D&O & Management Liability

01

D&O & Management Liability

  • Directors & Officers (D&O) insurance for leadership.
  • Employment Practices Liability (EPLI) coverage.
  • Fiduciary Liability and E&O protection.
  • Lender and investor requirement compliance.
Transactional & Deal-Related Insurance
02

Transactional & Deal-Related Insurance

02

Transactional & Deal-Related Insurance

  • Representations & Warranties (R&W) Insurance.
  • Tail D&O for sellers and exiting management.
  • Transactional risk assessments.
  • Transaction-aligned coverage structuring.
Restructuring & Distressed Situations
03

Restructuring & Distressed Situations

03

Restructuring & Distressed Situations

  • D&O and liability for companies in transition.
  • Aligned with restructuring advisors and lenders.
  • Runoff, wind-down, and newco structuring.
  • Protecting leadership through uncertainty.
Complex & Non-Standard Risk
04

Complex & Non-Standard Risk

04

Complex & Non-Standard Risk

  • Non-standard risk analysis and advocacy.
  • Creative coverage structuring.
  • Specialized and alternative market access.
  • Deep market relationship leverage.
Risk Strategy & Advisory Support
05

Risk Strategy & Advisory Support

05

Risk Strategy & Advisory Support

  • Coverage structure and limit optimization.
  • Market positioning and timing strategy.
  • Lender & investor requirement management.
  • Risk profile evolution monitoring.
Claims Advocacy & Ongoing Support
06

Claims Advocacy & Ongoing Support

06

Claims Advocacy & Ongoing Support

  • Active support through the claims process.
  • Renewal management and renegotiation.
  • Ongoing risk and policy change monitoring.
  • Continuous client-side advocacy.
Our Approach

A proven approach to structuring complex risk & delivering results

We shape how the risk is presented to the market, refining financials, pitch materials, and narrative so the business is positioned clearly, credibly, and strategically.

Phase 01

Deep Understanding

We begin by spending time getting to know the client, the business, and the context behind the risk, including leadership priorities, financial dynamics & transaction timing.

Strategic Process
Phase 02

Positioning & Preparation

We help shape how the risk is presented to insurance markets, reviewing pitch decks, financials, and narrative so the business is positioned accurately & compellingly.

Strategic Process
Phase 03

Market Engagement

We engage directly with underwriters on behalf of the client presenting the risk thoughtfully, controlling the process, and managing all market dialogue.

Strategic Process
Phase 04

Advocacy & Negotiation

We negotiate terms, structure, pricing, and conditions leveraging decades of experience and established carrier relationships to advocate for the best possible outcome.

Strategic Process
Phase 05

Solution Structuring

We evaluate all available options and structure the optimal solution, balancing coverage, cost, flexibility, and long-term strategy.

Strategic Process
Phase 06

Meet the Market

Following placement, we facilitate a direct introduction between client and underwriter, building long-term relationships and ensuring transparency beyond the transaction.

Strategic Process

Solutions by Stage

Tailored for where
you are right now.

Every business presents a different risk profile. Select your stage below to explore customized solutions designed for your specific goals.

Stage 01 Focus

Build the right foundation from day one

We help early-stage companies establish the right insurance foundation as they begin to grow. This includes structuring management liability and core protections in a way that supports fundraising, board formation, and early governance without overbuilding or misaligning coverage.

Management liability structuring
Fundraising-ready coverage
Board formation support
Early governance solutions
What Clients Say

Voices from the leaders
who trust us to deliver
exceptional results

Scott Chesky

Scott Chesky

Managing Partner, Chesky Partners

Marianne is a trusted advisor to our firm and our clients during M&A transactions. Her expertise in tail D&O and Rep & Warranty insurance brings clarity and confidence to sellers navigating complex exits. She is responsive, strategic and a true partner in getting deals done.

Andre A. Hakkak

Andre A. Hakkak

Founder & CEO, White Oak Global Advisors

Marianne has been a trusted partner to us at White Oak Global Advisors for our business insurance needs and beyond. She brings a practical, thoughtful approach to lender diligence and has been especially helpful in working through complex D&O situations where coverage can be difficult to obtain.

Joerg Joergensen

Joerg Joergensen

International CFO Consultant

I've worked with Marianne on a number of international clients expanding into the U.S. market, including companies that transition from private to public. She has a strong understanding of cross-border insurance considerations and brings a practical, steady approach to navigating complexity as clients establish and grow their U.S. presence.

Selig D. Sacks

Selig D. Sacks

President, SDS Advisory, Inc.

Marianne brings deep insight and judgment to every engagement. Her thoughtful, steady approach has helped our clients navigate complex insurance challenges with confidence across both routine and highly bespoke placements.

Scott Chesky

Scott Chesky

Managing Partner, Chesky Partners

Marianne is a trusted advisor to our firm and our clients during M&A transactions. Her expertise in tail D&O and Rep & Warranty insurance brings clarity and confidence to sellers navigating complex exits. She is responsive, strategic and a true partner in getting deals done.

Andre A. Hakkak

Andre A. Hakkak

Founder & CEO, White Oak Global Advisors

Marianne has been a trusted partner to us at White Oak Global Advisors for our business insurance needs and beyond. She brings a practical, thoughtful approach to lender diligence and has been especially helpful in working through complex D&O situations where coverage can be difficult to obtain.

Joerg Joergensen

Joerg Joergensen

International CFO Consultant

I've worked with Marianne on a number of international clients expanding into the U.S. market, including companies that transition from private to public. She has a strong understanding of cross-border insurance considerations and brings a practical, steady approach to navigating complexity as clients establish and grow their U.S. presence.

Selig D. Sacks

Selig D. Sacks

President, SDS Advisory, Inc.

Marianne brings deep insight and judgment to every engagement. Her thoughtful, steady approach has helped our clients navigate complex insurance challenges with confidence across both routine and highly bespoke placements.

Frequently Asked Questions

Everything you need to know
about our services

We specialize in management and professional liability insurance including D&O, EPLI, E&O, Fiduciary Liability, transactional insurance (R&W, Tail D&O), and coverage for restructuring and distressed situations. Our expertise lies in complex, hard-to-place risks.
The timeline varies based on complexity and market conditions. Standard placements typically take 2-4 weeks, while complex or transactional placements can range from 3-6 weeks. We work efficiently while ensuring thorough market engagement and optimal coverage terms.
We provide comprehensive support including risk assessment, positioning strategy, market engagement, negotiation with carriers, policy structuring, and ongoing claims advocacy. We also facilitate direct "meet the market" conversations between clients and underwriters to build long-term relationships.
Absolutely. We remain engaged beyond placement to support clients through renewals, claims, policy changes, and evolving risk profiles. Advocacy continues when coverage is tested and support matters most.
We take confidentiality seriously. All clients sign comprehensive NDAs before we begin, and we maintain strict data security protocols. Your sensitive business information is never shared without explicit consent.
We combine deep carrier and wholesale relationships with modern AI-powered tools for efficiency. Our boutique approach means personalized advocacy, creative structuring for difficult placements, and a focus on long-term partnerships rather than transactional relationships.

Still have questions?

Contact Us

Let's Discuss Your Coverage Needs

Get in touch with us and discover how we can help protect your business with tailored insurance solutions.

Send Us a Message

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Direct Contact & Support

Reach out directly to our principal strategy & insurance team.

Business strategy consultation

Expert Insurance Solutions

Navigating complex risk through trusted partnerships

Phone Number(917) 943-5509
Direct Emailmarianne@strategibuilder.com
Office Location2004 SW 13th Street, Miami, FL 33145

Business Hours

Mon - Fri: 9:00 AM - 6:00 PM EST (Response within 2-4 hrs)

Confidential Advisory

All details are protected under strict client confidentiality.