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

Consulting Projects

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