Strategic Advisory

Strategic Advisory helps you to meet profitability, rating agency, competitive, valuation, and enterprise risk objectives using a foundation of market-leading financial analysis, sector research, and business intelligence. Our team consists of recognised industry professionals with backgrounds in rating agency, equity, credit and industry analysis and advisory.

WHAT WE DO

JLT Re analytics 

JLT Re Strategic Advisory provides a full spectrum of corporate strategic advisory services to help you see, and foresee, more clearly as you move towards objectives. Areas of expertise include:

Strategic planning

We assist with the formation and validation of business plans based on informed views of risk appetite, growth objectives, and best-in-class analytics. We work closely with leaders to understand and address the priorities of all stakeholders as you design and articulate corporate goals

Market research

We conduct in-depth product, carrier and market research to guide your strategic planning and execution. We provide insight into potential growth areas and new lines of business, the competitive landscape and regulatory environments in different territories and countries

JLT Re analytics

Financial planning and valuation

We evaluate the impact of strategic plans on forward earnings, valuation, ratings and regulatory compliance

Business cases

We draw on strategic planning efforts, including research and modelling, to develop business cases and presentations for Boards, investors, and other stakeholders

Customized training

We provide customized training for staff and directors on topics ranging from counterparty risk management and catastrophe modelling to reserve adequacy and enterprise risk management

WHY JLT RE?

Our team of experts in ratings, finance, (re)insurance, regulations, and data analysis brings knowledge and insight to help you create value and grow your business profitably. Core offerings are designed to address the most important issues facing insurance companies, while allowing the flexibility to advise on issues unique to your firm.

Our multidisciplinary approach allows us to operate between and across silos—where real insights are found—and our independence affords us the credibility and freedom to deliver advice free of bias or compromise.

OUR SERVICES

Our team assists clients in engagements with all of the major rating agencies and with regulatory solvency requirements. Draw on our collective experience as rating agency and finance professionals to achieve your objectives: 

  • Startup ratings
  • Evaluation of reinsurance impact
  • Event-driven analysis
  • Stress testing
  • Ratings and solvency enhancement and protection
  • Early warning analysis
  • Bespoke risk-based capital adequacy modelling
  • Presentation & questionnaire assistance
  • Updates and insight into methodologies
  • Regulatory solvency and governance support

Our Rating Agency and Regulatory Capital Advisory wins include: 

  • Buyouts of insurance companies by non-insurance groups, while protecting financial strength ratings 
  • Marketable solutions that enhance the ratings and risk based solvency positions of dozens of insurance groups around the world
  • Clean exits from unprofitable or non-core lines of business
  • Quantifiable improvements in franchise value through new strategies and efficient risk management
  • Dozens of new “A” level ratings for life, non-life and composite (re) insurance groups— including start-ups— across the globe
  • Many other bespoke offerings that contribute to clients’ success, including indicative rating assessments, policy drafts, risk-based earnings analyses, risk management frameworks, market entry and exit, cross-border and multinational alliances, and appeals to ratings agencies and regulators
 

In today’s marketplace, insurers need a clear vision and a roadmap to achieve profitable growth. JLT Re Strategic Advisory provides a full spectrum of corporate strategic advisory services to help you see, and foresee, more clearly as you move towards objectives.

Areas of expertise include:

Strategic planning

We assist with the formation and validation of business plans based on informed views of risk appetite, growth objectives, and best-in-class analytics. We work closely with leaders to understand and address the priorities of all stakeholders as you design and articulate corporate goals

Market research

We conduct in-depth product, carrier and market research to guide your strategic planning and execution. We provide insight into potential growth areas and new lines of business, the competitive landscape and regulatory environments in different territories and countries

Financial planning and valuation

We evaluate the impact of strategic plans on forward earnings, valuation, ratings and regulatory compliance

Business cases

We draw on strategic planning efforts, including research and modelling, to develop business cases and presentations for Boards, investors, and other stakeholders

Customized training

We provide customized training for staff and directors on topics ranging from counterparty risk management and catastrophe modelling to reserve adequacy and enterprise risk management

Franchise value is framed in terms of the insurer’s book value or tangible book value. The markets provide us with important valuation metrics for publicly-traded companies, or companies that have debt that is traded in the secondary market. For non-public entities, including mutually-owned insurers, we apply finance theory to historical and projected results to establish a fundamental baseline value.

Using market data for a group of peer companies, we build a model that captures the relationships between various factors and current or fundamental franchise value. While acknowledging that these factors make up only a part of the valuation story - and that the relationships between these factors change over time—this model provides a framework through which we can evaluate the relative value of different strategies, including changes to the reinsurance program.

JLT Re helps you evaluate the relative costs, benefits and suitability of debt, equity and reinsurance solutions to build and reinforce an efficient capital base, and allocate that capital more effectively to build firm value. We identify drivers of cost of capital and arrange targeted solutions to manage risk and support valuations.

Our Franchise Value framework provides the objective infor­mation you need to assess the value of reinsurance structures relative to other forms of capital—and other strategic initia­tives—with the goal of supporting the value of both quoted and private insurers.

  • Use of reinsurance and other strategies to protect and enhance franchise value
  • Implementation of risk management to reduce cost of capital
  • Alternative structures and stress testing
  • Relative value of reinsurance compared with other capital and strategic initiatives, in terms of franchise value growth and protection

Contact Us

Mark Shumway
Global Head of Strategic Advisory
+1 215 309 4535
mark.shumway@jltre.com

Anna Bender
EMEA Head of Strategic Advisory
+44 (0)7 3845 24538
anna.bender@jltre.com

Ernest Eng
Head of Analytics & Strategic Advisory Asia
+65 8338 6004
ernest.eng@jltre.com

Nick Dranchak
Head of Strategic Advisory, Americas
+1 215 309 4583
nick.dranchak@jltre.com

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