How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.

Securing investment income through covered calls and avoiding dividend suspensions during a market crash.

A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.

A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.

A summary of 3 Mergers & Acquisitions (M&A) Case Studies representing Buyers and Sellers and enhancing Valuation.

A leading global U.S. based Private Equity firm sells its portfolio company with higher marketability and liquidity due to its insurance.

A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.

An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.

A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.

A U.K. based asset manager boosts the payout ratio on its Fund Insurance and expands it to cover trading errors and an underperforming NAV.

A Canadian brokerage realizes its D&O insurance wasn't tailored to its operations and changed its procurement process reducing risk and premium.

A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.

A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.