Audit, Accounting, and Risk Management

Due Diligence

Service Overview

The insurance industry is constantly evolving, and presenting new challenges for Property & Casualty carriers, Brokers and MGAs and Private Equity Firms wishing to enter the market. Each investment opportunity is unique thereby requiring a tailored due diligence process to increase the probability of earning a profitable return. The Due Diligence Services practice offers an exhaustive review of all business documents and records in an effort to access the health and viability of the business in question. The firm’s approach to assessing a business investment is to focus our due diligence activities across the enterprise.

Services Performed

  • Corporate Agreements and Legal Documents
  • Financial Information
  • Underwriting Practice
  • Insurance Loss Reserve
  • Claims Payments Practices
  • Reinsurance Practices
  • Information Technology and Internal Controls
  • Employee and Human Resources
  • Sales and Marketing
  • Administrative and Transition Services

Additional materials

Learn more about our services and how they can help your business.

Download PDF

Sample Engagements

Due Diligence

 Professionals

Meet the team.

Normand Vermette

Managing Director

Normand Vermette

View profile
Paul M. Roach

President

Paul M. Roach

View profile

Ready to talk?

Learn how your company can benefit from working with us.

Talk with us

Subscribe

Sign up to receive updates from Alan Gray LLC, including new service offerings, events, and news.

Email Address:

Thanks for joining our newsletter!
Oops! Something went wrong while submitting the form.