Conning is uniquely positioned to aid insurers like you with strategic advisory services. We are by your side as you pursue acquisition related strategies, from target identification to close


Case Study: Strategic Advisory Services in Connection with an Acquisition

  • Provided strategic advisory services to crop insurer during acquisition.

  • Reviewed transaction materials, rationale and qualitative considerations.

  • Performed valuation assessment, analysis of separate operations and pro forma impact on client of transaction.

  • Offered rating agency support with communications strategy and development of presentation materials.



Case Study: Prospect Identification and Transaction Support Services for Geographic Expansion

  • Worked with regional property-casualty insurer to grow business through geographic expansion.

  • Presented management and executive board with analysis of growth options.

  • Identified candidate insurers and agencies with needed attributes in selected geographic areas.

  • Analyzed candidate companies in depth.

  • Developed approach strategies, company presentation, and other support materials.


To begin a discussion with Conning on how we might help you with your current initiatives, please contact Alyssa Gittleman at 888-707-1177 or