Insurance Advisory Services

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A primary focus within our insurance advisory services is performing regulatory work, including financial examinations, market conduct examinations, assisting with troubled insurance companies (as Supervisor, Special Deputy Rehabilitator/Liquidator or as a Monitor), and other special projects (e.g., Form A hearings and due diligence).

We also provide detailed project management and executive consulting services for complex insurance matters including sidecar reinsurance arrangements, captive insurance arrangements, corporate insurance matters, debt offerings and acquisitions. Consulting services typically range from regulatory matters to accounting (e.g., Statutory Accounting, GAAP, Purchase GAAP and operating metrics). We serve insurance carriers and related insurance businesses of all sizes from start-ups to large private equity investors.

Toll Free Number: 1 (833) 562-1122

"The outcome was better than we could have imagined. We are most grateful that you recognized the flaws in the policy and were so willing to work for us in resolving them. " - Sr. Margaret Stallmeyer, Provincial Treasurer, Congregation of Divine Providence
"You went beyond what was expected or what most people would do and gave us all the courage and hope we needed in order to seek justice. Loyalty, a hand shake agreement and integrity are unfortunately no longer the norm of doing business. " - Sr. Susan Durkin, President, Ursuline Sisters of Cleveland