Aligning Risk Financing with Regulatory Requirements through Strategic Planning and Development

Alternative Insurance Risk Finance & Regulatory Advisory Services

We align market operations with regulatory requirements to achieve strategic results.  With executive management experience in the public and private sectors, we provide a broad context for evaluating market activities and government policies. Our consultative and transaction resources are utilized to develop responses to changes in the marketplace brought about by competitive pressures and/or changes in government regulations.

About Us

Global insurance leader and risk management professional with a time-tested record of high-level performance as a business executive, industry consultant, and appointed regulatory leader with state and federal agencies. Results driven strategist with a keen understanding of both the technical and regulatory aspects of risk finance, risk transfer, and alternative risk  transfer (ART), including formation of captive insurance companies and risk retention groups.

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Consulting Services

We provide confidential consulting and advisory services.

.01

Strategic Development & Planning

Define strategic objectives and develop operational plans.

.02

Market Transactions

Structure risk financing transaction for runoff/restructuring of underwriting portfolios.

.03

Captive Insurance Company Development

Recommend and develop risk financing organizational structure.

.04

Regulatory Compliance

Analyze market information and develop recommendations for policy initiatives and standards implementation.

.05

Expert Witness

Provide expert report and witness testimony services for clients in the captive insurance and alternative risk transfer (ART) market.

Learn More About Our Consulting Services

We provide analysis of market circumstances and regulatory requirements to develop insurance risk financing solutions.

Why Choose Us

  • Broad industry and regulatory experience.

    Our insurance risk financing solutions are based on evaluations by knowledgeable professionals.

  • Comparative analysis and evaluation

    We research and evaluate current and emerging issues to provide practical solutions.

  • Efficient use of resources

    We focus on long-term concerns, allowing current operations to continue.

I worked with Bill for a number of years at Munich Re. He was invariably a person of honesty and integrity whose calm demeanor often masked a fierce intelligence, dynamic work ethic and amiable sense of humor. His extensive skill set and comprehensive competence make him a valuable asset in virtually any insurance or reinsurance venue. I can recommend Bill without reservation.
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