Captive Analytical Strategies for Mergers and Acquisitions

Michelle Bradley, ACAS, MAAA, ARM, CERA, CCIS, Consulting Actuary, and Enoch Starnes, ACI, Captive and Complex Risk Consultant

In a recent article published by Captive International, Michelle Bradley and Enoch Starnes provide a guide to what needs to be addressed after companies with a captive are acquired or merged.

Of the many considerations needed during mergers and acquisitions (M&A), one that may not be clearly defined is the integration of captives. Existing captive structures for the pre-transaction entities will almost certainly need to be re-evaluated, but what should that process look like, and what types of analytics should be reviewed?

It can be difficult to construct an effective strategy on a purely theoretical basis, so let’s consider some common examples and the approaches which might be used to make the best data-driven decisions...

As a reminder, SIGMA's Advanced Analytics Overview brochure addresses the most common types of advanced analytics as companies of all sizes continue to seek new ways to integrate advanced data analytics into their risk management and captive strategies. Get your copy today by clicking the link below.

Click to request a PDF or printed copy

We welcome your feedback by posting a comment or contacting us at support@SIGMAactuary.com.

© SIGMA Actuarial Consulting Group, Inc.

Leave a Reply

Your email address will not be published. Required fields are marked *

Archives

Recent Posts

RISK66 - The Path to Strategic Captive Decisions
Al Rhodes was recently featured in an article by Captive Review titled, "RISK66 - The Path to Strategic Captive Decisions". In it, he discusses SIGMA’s RISK66 software and its recent win in Captive Review’s US Awards as “Technology Solution of the Year”, as well as what has made it so unique...
Read More
How the Tax Court’s Risk Distribution Analysis Misapplies the Law of Large Numbers
Sol Feinberg and Hale Stewart were recently featured in an article by Captive Insurance Times titled, "How the Tax Court’s Risk Distribution Analysis Misapplies the Law of Large Numbers". In it, they discuss how the US tax court’s approach to risk distribution is rooted in a flawed reliance on t...
Read More
CPI 101: How the Consumer Price Index Shapes Inflation, Economics, and Actuarial Decisions
The Consumer Price Index (CPI) is a crucial measurement of the cost of living in our economy, and since the economy is always changing, the methods used to calculate the CPI are adapting to that change. In this month's blog, we will be discussing some common questions regarding CPI, such as: what it...
Read More
Harnessing the Full Spectrum of Information
Jason Luckett and Rich Moncher were recently featured in an article by Captive Insurance Times titled, "Harnessing the Full Spectrum of Information". In it, they discuss property analytics for the captive insurance market. The property insurance market is evolving, and analytics can support effectiv...
Read More

Subscribe to Our Blog



Copyright © 2023 – 2025 SIGMA Actuarial Consulting Group, Inc. All Rights Reserved.
chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram