Private Equity, Finance and Insurance

We work widely across the financial sector, including for private equity firms, insurance companies, banks and financial consultants.

We support a wide range of issues, including:

• Model design and build for the evaluation of individual investment opportunities or projects.
• Model audit, review and improvement (e.g. when existing models have poor transparency or inadequate flexibility for current needs)
• Transaction support, including valuation of assets and strategic economic valuation (based on value-drivers, strategic scenarios, uncertainties/risks).
• Forecasting, target setting and gap analysis (esp. using uncertainty/risk modelling).
• Family office issues.
• Portfolio optimisation.
• Portfolio valuation (sum-of-the-parts, “reduced-form” or risk-factor models)
• Portfolio risk assessments (such as for value-at-risk, stress-testing etc).
• Predictive portfolio analytics.
• Stakeholder communications planning.