We bring our global mindset, industry insight, data and tools to every project in order to assist clients with a full range of financial advisory services relating to the (re)insurance industry.

The Strategic and Financial Advisory team provides services around four pillars — Business Intelligence, Capital Advisory and Modelling, Ratings and Regulatory Advisory, and Strategic Advisory.

Business Intelligence

Our experienced and multi-disciplined team has backgrounds in equity research, rating agencies, regulatory supervision, accounting and the finance/strategy at (re)insurers. Our data-driven insights for (re)insurers and markets focus on:

  • Industry analysis
  • Product-specific analysis
  • Peer benchmarking
  • Risk appetite benchmarking
  • Thought leadership

Capital Advisory and Modelling

We provide advisory services on capital management strategy, stochastic and risk-based capital modelling, and establishing best practice for capital decisions. Our areas of focus include:

  • Capital advisory
  • Capital efficiency
  • Reinsurance and capital optimization
  • Capital financing strategy
  • Risk management reviews

Ratings and Regulatory Advisory

Our globally focused team develops innovative solutions to fit client needs, providing advisory on rating agencies, risk-based capital and analysing impact of reinsurance and operating strategy on financials. Our areas of focus include:

  • Credit ratings: Strategies to optimize rating position
  • Financial planning and analysis: Screening issues and solutions
  • Understanding methodologies and credit ratings
  • Regulation

Strategic Advisory

We partner with clients to help define, refine and achieve their strategic objectives. We are able to identify potential threats and opportunities; address internal and external challenges; and provide solutions for enhancing client’s overall value proposition. We also collaborate with the broader Gallagher organisation to leverage the expertise of the entire business and ensure a seamless client delivery.

Our areas of focus include:

  • Growth advisory
  • Strategic reviews
  • Merger and acquisition (M&A) due diligence (for buy side)
  • Third-party capital strategy
  • Cycle management
  • Corporate strategy & transaction structuring
2022 Reinsurance Market Report

2022 Reinsurance Market Report

An in-depth analysis of the size and performance of the reinsurance industry for full-year 2022.

Read Report

Meet the Strategic and Financial Advisory leadership

Strategic and Financial Advisory Services Summary

  • Global resources provide proprietary access to industry data, insights
  • Support across a variety of strategic and financial topics
  • Broad range of expertise delivers innovative solutions
  • Experience with regulators and rating agencies