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.

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