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Financial Advisory

How do we serve the industry?
  • Well planned and timely due diligence process
  • Complete and objective valuation service for private and public companies
  • Clear and thorough advice for all liquidation and insolvency needs
  • Discreet and knowledgeable assistance with fraud related matters
  • Hassle-free estate management services
What experience do we have in Bermuda?
  • Insurance and alternative investments-specific trained staff and management
  • Investigating the potential solvency of Bermudian companies on behalf of creditors
  • Conducting an investigation into the solvency of a large reinsurance company on behalf of a syndicate of investment banks
  • Examining a company’s financial records to determine the sources and uses of funds
  • Conducting an investigation of a major Bermudian financial institution under Section 19 of the Investment Business Act 1998 on behalf of the Bermuda Monetary Authority
  • Acting as liquidator of reinsurance companies
  • Acting as an expert witness
  • Acting as executor and trustee of private estates
  • Providing advice on segregated cell structures to an overseas Monetary Authority
  • Involvement in two of the first UK- and Bermuda-based solvent schemes of arrangement
Representative clients served from Bermuda
  • Both local and international
  • Insurance and reinsurance companies including captives
  • Investment holding companies
  • Hedge fund companies







Mark Smith
+1 441 299 1314

Rachelle Frisby
+1 441 299 1303


Submit RFP

Fact sheet