Consulting Projects

 

• Evaluation & Analysis of a specific insurance and risk management services provider involved with various alternative risk management and financing methods and techniques for an Investment Banking Firm – San Francisco, CA

• Evaluation & Analysis of a specific insurance and risk management services provider involved with fronting insurance policies for regulatory and compliance purposes for a Hedge Fund – Stamford, CT

• Evaluation and Analysis of the surety bond market, underwriting criteria and alternatives as respects an industry for an Investment Management Firm – New York City, NY

• Insights into the marketing distribution systems in the insurance industry for a Private Equity Fund – Boise, ID

• Market & Industry Evaluation of the Third-Party Claims Administrators and Managing General Agents for Management Consulting Firm – Boston, MA

• Market & Industry Evaluation of Wholesale Insurance Industry for Management Consulting Firm – Boston, MA

• Evaluation and Analysis of Financial Data Industry firms serving the Property & Casualty Insurance Industry for Private Equity firm – Austin, TX

• Evaluation and Analysis of trends within the Aggregate/Stop-Loss segment of the Insurance and Reinsurance Industries for Management Firm – New York City, NY

• Evaluation and Analysis of Legal Insurance for Management Firm – New York City, NY

• Market & Industry Evaluation of the Third-Party Claims Administration Industry – Boston, MA

• Insurance Carrier Positioning & Trend Analysis Private Equity Firm – Boston, MA

• Evaluation of Risk Data & Analytics Products, Services & Providers for a Private Equity Firm – London, UK

• Evaluation of Agents in Marketing Distribution in the U.S. for Management Consulting Firm – Chicago, IL

• Commercial Insurance Market and Broker Evaluation and Advise to Private Equity Firm – New York, NY

• Advice & Due Diligence Study on Risk Management Services Company to Private Equity Firm – Chicago, IL

• Evaluation of Insurance Industry Underwriting Cycles for an Asset Management Company – New York, NY

• Evaluation of Insurance Services Provider for Investment Manager – New York, NY

• Evaluation of Insurance Data Services for Investment Manager – Los Angeles, CA

• Evaluate and Explain Reasons for Special Flood Hazard Areas for Private Equity Firm – New York, NY

• Evaluation of Bermuda Reinsurance Market for Private Equity Firm – Boston, MA

• Market & Industry Evaluation of Managing General Agents for Investment Management Group – Dallas, TX

• Advice & Due Diligence Study on Wholesale Insurance Provider for Private Equity Firm – Los Angeles, CA

• Risk Trends study of the Property & Casualty Insurance Industry for Management Consulting Firm – Chicago, IL

• Evaluation of Insurance Risk Data Analytic Providers for Investment Management Firm – London, UK

• Evaluation of Insurance Agent Commissions in U.S. for Management Consulting Firm – Boston, MA

• Insurance Fraud Trends on Insurance Premium Rating to Management Consulting Firm – Philadelphia, PA

• Analysis of International Claims Adjusting Companies for Investment Management Firm – Verona, Italy

• Evaluation and Analysis of Captive Insurance Industry to Hedge Fund – San Francisco, CA

• Analysis of the U.S. Personal Automobile Insurance Industry for Management Consulting Firm – Chicago, IL

• Market Evaluation & Advise to Investment Banking Firm – New York, NY

• Insurance Services Purveyor Evaluation Private Equity Firm – Palo Alto, CA

• Overview of Insurance Marketing Distribution Systems to Executive Management Consultants – Boston, MA

• Industry Evaluation & Product Development Advice to Management Consultants – Mumbai, India

• Analysis of Force Placed Insurance Market to Hedge Fund – San Francisco, CA

• Evaluation of Wholesale Insurance Brokerage Industry to Executive Management Consultants – Boston, MA

• Evaluation of workers’ compensation services provider to Private Asset Management Firm – Palo Alto, CA

• Market Trends and the Future of National Brokerage Firms to Mutual Fund Manager – Dover, DE

• Property Valuation Information Products Evaluation to Investment Management Firm – Englewood Hills, NJ

• Evaluation of International Claims Efficacy & Reliability for Investment Banking Firm –Greenwich, CT

• Industry Review & Analysis to Private Equity Firm – San Francisco, CA

• Insurance & Reinsurance Market Analysis to Hedge Fund – New York, NY

• Acquisitions Advice to Mutual Fund Manager – Denver, CO

• Insurance Brokerage Industry & Commissions Overview to Technologies Company – New York, NY

• Overview of Risk Management & Decision Analytics Investment Management Company – Chicago, IL

• Wholesale Insurance Industry Overview Security Analysts – New York, NY

• Broker Evaluation, Analysis & Advice to Mutual Fund Managers – Wilmington, DE

• Insurance Carrier Financial Analytics to Wealth Management Firm in New York, NY

• Acquisitions Advice to Mutual Fund Managers –Mumbai, India

• Risk Management Review to Municipal Government –Thibodaux, LA

• Industry Evaluation & Investment Advice to Hedge Fund –New York, NY

• Insurance Market Evaluation, Analysis to Private Equity Firm – Palo Alto, CA

• Excess & Surplus Insurance Brokerage Overview to Management Consultants – Pittsburg, PA

• Evaluation of Risk Management Information Technology Products to Asset Management Firm – Boston, MA

• Product Development & Market Research to Underwriting Management Company – Mobile, AL

• Analysis of Insurance Pricing Trends to Mutual Fund – Denver, CO

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