Client Engagements

Multiple management consulting engagements for international and regional insurance & reinsurance companies.  Performed top-down analysis of key strategic and operational elements.

Completed comprehensive strategic, operational, underwriting, claim, reinsurance, marketing, & staffing analysis to support purchase and valuation decisions on behalf of acquirer. 

Delivered rapid response strategic & operational services to support major surety experiencing leadership and staffing crisis. 

Performed audits for multiple national and regional sureties.  Findings included risk assessment, compliance metrics, strategic & operational opportunities for improvement.

Advised on strategy and analyzed market dynamics to support clients expanding into Latin America. 

Implemented strategy and delivered services to assist companies exiting the surety space.