We help the insurance industry and those that invest in it navigate growth, implement transformational change, and manage complex challenges. Our aim is to create value at every stage of the business lifecycle.
The insurance sector is undergoing significant transformation. Consolidation across brokers, MGAs, and service providers, along with increasing private equity investment, AI initiatives, evolving regulatory expectations, and the need to enhance operational effectiveness are all factors driving change. These dynamics create both opportunity and complexity for organisations seeking to grow, enhance profitability, and build more resilient businesses.
Insurance carriers, brokers, MGAs, reinsurers, service providers, private equity sponsors, and investors engage Secretariat to support them with these opportunities, complexities and challenges.
Our senior-led teams combine deep insurance industry experience with expertise in disputes, investigations, regulatory advisory, forensic accounting, and transaction support. We help clients assess opportunities, execute transactions successfully, integrate businesses effectively, improve operational performance, and navigate complex disputes and regulatory challenges.
Supporting successful transactions and accelerating value creation
Helping organisations enhance efficiency, effectiveness, and adaptability
Managing risk and resolving high-stakes matters
We combine practical insurance industry experience with independent, senior-led advice to help clients navigate evolving market and regulatory challenges with confidence.
Across every engagement, we provide clear, practical advice that helps clients make confident decisions.
Managing Director Rory O’Brien Joins Secretariat, Establishing New Insurance Consulting Practice
This hire introduces a new insurance advisory capability at Secretariat, strengthening the firm’s ability to support clients in complex mergers and acquisitions, business transformation, disputes, and risk and regulatory matters.
Secretariat Recognizes Newly Promoted Professionals Across 10 Offices
Secretariat, the leading disputes, forensics, and expert witness advisory firm, is pleased to announce the promotion of professionals across 10 offices: Atlanta, Dubai, Hong Kong, Houston, London, Los Angeles, New York, San Francisco, Toronto, and Washington, DC.
Mining Engineering Expert Ian Weir Joins Secretariat as Managing Director
Secretariat is pleased to welcome noted mining engineering expert Ian Weir as a Managing Director in the firm’s Toronto office. A registered Professional Engineer with nearly 20 years of industry experience, Mr. Weir advises global clients and counsel on the technical, operational, and economic issues pertaining to complex mining projects and disputes.