Search Our Website
cancel
Services
Create or Extend Your Risk Department
Management of Commercial Insurance
Analytics for Commercial Insurance
Risk-Adjusted Finance
Products
About Us
Our Process
Classroom
Curriculum
Highlights
Videos
Case Studies
Get Started
To Classroom
Case Studies
Choose Type
All
Case Studies
Industry-Based
Service-Based
Product-Based
Experience-Based
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates
Uninterrupted monthly investment income during the Covid19 crash
How to secure income from investments and avoid suspensions in dividends during a market crash such as the Covid19 crash of 2020.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Franchisor reduces supply chain risks
A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.
Consumer Discretionary; Risk Management; Commercial Insurance; For Intermediates;
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Summary case studies for Mergers and Acquisitions (M&A)
A summary of 3 Mergers & Acquisitions (M&A) Case Studies representing Buyers and Sellers and enhancing Valuation.
Risk-adjusted M&A Advisory; For Experts;
Global PE firm optimized M&A insurance when selling its Port. Co.
A leading global U.S. based Private Equity firm sells its portfolio company with higher marketability and liquidity due to its insurance.
Risk-adjusted M&A Advisory; Commercial Insurance; For Experts
Investor tailors M&A insurance and reduces cost substantially
A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.
Financials; For Experts; Risk-adjusted M&A Advisory; Insurance Management; Commercial Insurance;
FinTech sells at higher valuation by de-risking operations
An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.
Information Technology; Risk-adjusted M&A; Commercial Insurance; For Experts;
Lender re-adjusts lending strategy based on its Operational Risk
A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.
Financials; Risk-adjusted Lending; Insurance Management; Commercial Insurance; For Experts
Asset Manager monetizes the payout ratio on its Fund insurance
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.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Brokerage tailors its D&O insurance and reduces cost
A Canadian brokerage realizes its D&O insurance wasn't tailored to its operations and changed its procurement process reducing risk and premium.
Insurance Management; Commercial Insurance; For Intermediates
Tech company enhances Series B financing through risk management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates
Construction company minimizes delays in customer payments
A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.
Real Estate; Insurance Management; Commercial Insurance; For Intermediates;
Uninterrupted monthly investment income during the Covid19 crash
How to secure income from investments and avoid suspensions in dividends during a market crash such as the Covid19 crash of 2020.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Franchisor reduces supply chain risks
A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.
Consumer Discretionary; Risk Management; Commercial Insurance; For Intermediates;
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Investor tailors M&A insurance and reduces cost substantially
A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.
Financials; For Experts; Risk-adjusted M&A Advisory; Insurance Management; Commercial Insurance;
FinTech sells at higher valuation by de-risking operations
An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.
Information Technology; Risk-adjusted M&A; Commercial Insurance; For Experts;
Lender re-adjusts lending strategy based on its Operational Risk
A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.
Financials; Risk-adjusted Lending; Insurance Management; Commercial Insurance; For Experts
Asset Manager monetizes the payout ratio on its Fund insurance
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.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Tech company enhances Series B financing through risk management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates
Construction company minimizes delays in customer payments
A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.
Real Estate; Insurance Management; Commercial Insurance; For Intermediates;
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates
Uninterrupted monthly investment income during the Covid19 crash
How to secure income from investments and avoid suspensions in dividends during a market crash such as the Covid19 crash of 2020.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Franchisor reduces supply chain risks
A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.
Consumer Discretionary; Risk Management; Commercial Insurance; For Intermediates;
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Summary case studies for Mergers and Acquisitions (M&A)
A summary of 3 Mergers & Acquisitions (M&A) Case Studies representing Buyers and Sellers and enhancing Valuation.
Risk-adjusted M&A Advisory; For Experts;
Global PE firm optimized M&A insurance when selling its Port. Co.
A leading global U.S. based Private Equity firm sells its portfolio company with higher marketability and liquidity due to its insurance.
Risk-adjusted M&A Advisory; Commercial Insurance; For Experts
Investor tailors M&A insurance and reduces cost substantially
A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.
Financials; For Experts; Risk-adjusted M&A Advisory; Insurance Management; Commercial Insurance;
FinTech sells at higher valuation by de-risking operations
An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.
Information Technology; Risk-adjusted M&A; Commercial Insurance; For Experts;
Lender re-adjusts lending strategy based on its Operational Risk
A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.
Financials; Risk-adjusted Lending; Insurance Management; Commercial Insurance; For Experts
Asset Manager monetizes the payout ratio on its Fund insurance
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.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Brokerage tailors its D&O insurance and reduces cost
A Canadian brokerage realizes its D&O insurance wasn't tailored to its operations and changed its procurement process reducing risk and premium.
Insurance Management; Commercial Insurance; For Intermediates
Tech company enhances Series B financing through risk management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates
Construction company minimizes delays in customer payments
A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.
Real Estate; Insurance Management; Commercial Insurance; For Intermediates;
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates
Uninterrupted monthly investment income during the Covid19 crash
How to secure income from investments and avoid suspensions in dividends during a market crash such as the Covid19 crash of 2020.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Franchisor reduces supply chain risks
A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.
Consumer Discretionary; Risk Management; Commercial Insurance; For Intermediates;
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Summary case studies for Mergers and Acquisitions (M&A)
A summary of 3 Mergers & Acquisitions (M&A) Case Studies representing Buyers and Sellers and enhancing Valuation.
Risk-adjusted M&A Advisory; For Experts;
Global PE firm optimized M&A insurance when selling its Port. Co.
A leading global U.S. based Private Equity firm sells its portfolio company with higher marketability and liquidity due to its insurance.
Risk-adjusted M&A Advisory; Commercial Insurance; For Experts
Investor tailors M&A insurance and reduces cost substantially
A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.
Financials; For Experts; Risk-adjusted M&A Advisory; Insurance Management; Commercial Insurance;
FinTech sells at higher valuation by de-risking operations
An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.
Information Technology; Risk-adjusted M&A; Commercial Insurance; For Experts;
Lender re-adjusts lending strategy based on its Operational Risk
A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.
Financials; Risk-adjusted Lending; Insurance Management; Commercial Insurance; For Experts
Asset Manager monetizes the payout ratio on its Fund insurance
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.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Brokerage tailors its D&O insurance and reduces cost
A Canadian brokerage realizes its D&O insurance wasn't tailored to its operations and changed its procurement process reducing risk and premium.
Insurance Management; Commercial Insurance; For Intermediates
Tech company enhances Series B financing through risk management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates
Construction company minimizes delays in customer payments
A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.
Real Estate; Insurance Management; Commercial Insurance; For Intermediates;
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates
Uninterrupted monthly investment income during the Covid19 crash
How to secure income from investments and avoid suspensions in dividends during a market crash such as the Covid19 crash of 2020.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Franchisor reduces supply chain risks
A reputable Canadian franchisor centralizes risk management facilitating growth of its franchisee network and improving its risk profile to lenders.
Consumer Discretionary; Risk Management; Commercial Insurance; For Intermediates;
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Summary case studies for Mergers and Acquisitions (M&A)
A summary of 3 Mergers & Acquisitions (M&A) Case Studies representing Buyers and Sellers and enhancing Valuation.
Risk-adjusted M&A Advisory; For Experts;
Global PE firm optimized M&A insurance when selling its Port. Co.
A leading global U.S. based Private Equity firm sells its portfolio company with higher marketability and liquidity due to its insurance.
Risk-adjusted M&A Advisory; Commercial Insurance; For Experts
Investor tailors M&A insurance and reduces cost substantially
A Family Office bought a Canadian manufacturer with a protection from post-close risks including business interruption, liability, and credit events.
Financials; For Experts; Risk-adjusted M&A Advisory; Insurance Management; Commercial Insurance;
FinTech sells at higher valuation by de-risking operations
An international FinTech backed by a leading global Venture Capital firm sells at a higher valuation than anticipated after de-risking operations.
Information Technology; Risk-adjusted M&A; Commercial Insurance; For Experts;
Lender re-adjusts lending strategy based on its Operational Risk
A national Canadian lender re-adjusts its lending strategy based on managing its Operational Risk for better resilience and to gain market share.
Financials; Risk-adjusted Lending; Insurance Management; Commercial Insurance; For Experts
Asset Manager monetizes the payout ratio on its Fund insurance
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.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Brokerage tailors its D&O insurance and reduces cost
A Canadian brokerage realizes its D&O insurance wasn't tailored to its operations and changed its procurement process reducing risk and premium.
Insurance Management; Commercial Insurance; For Intermediates
Tech company enhances Series B financing through risk management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates
Construction company minimizes delays in customer payments
A Bahrain based construction company secures its accounts receivable enabling it to access better Bank financing and minimizing operational interruptions.
Real Estate; Insurance Management; Commercial Insurance; For Intermediates;