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Analytical and Consulting Services

We offer strategic and tactical advice on capital management and financial issues to insurers, reinsurers and related entities of all kinds: domestic and foreign, property and casualty, life and health, and MGAs/MGUs and retail agencies. Specifically, we facilitate and enhance our clients' ability to expand and improve profitability.

Dale Myer and Steve Bolland have served as expert witnesses and arbitration support professionals on diverse insurance company issues, such as mergers and acquisitions, valuations and rating agency assessments as well as de-mutualizations. They consult on capital market variables, including rates-of-return analysis, make presentations both orally and in writing, and have provided knowledge in many regulatory jurisdictions.

Additional services include review and analysis of existing rating agency relationships, planning pertinent strategies and tactics, assisting with presentations to agencies including A.M. Best, Standard & Poor's, Moody's and Duff and Phelps.

Areas of focus are:

  • Strategic planning, corporate development, financial strategies
  • Financial and capital analysis
  • Run-off and commutation
  • Rating Agency Services
  • Expert witness
  • Arbitration
  • Public speaking
  • Structural and capital management strategies for mutual insurers
  • Management consulting
  • Educational training

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535 Fifth Avenue, 34th Floor, New York, NY 10017 Tel: 212-972-4880 Fax: 212-972-4885
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