Capital Management / Rating Agency Advisory

The Capital Management team at BMS Re assists clients with evaluating complex capital solutions in order to drive profitable growth.

Rating Agency and Regulatory advisory along with financial analysis and capital strategy together allow the Capital Management offering to view client objectives on a holistic basis.

Our experience and proven track record give our clients the confidence that they are putting the most comprehensive data in front of the rating agencies and receiving the best outcomes possible.

Collectively the insights awarded through this range of expertise along with our collaborative culture enable BMS to help create value and grow your business profitably, cost effectively and positively from a rating agency and regulatory view.

Our Capital Management team includes experts in ratings, finance, data analysis, regulations, and reinsurance.

Our team has deep relationships with all the major ratings agencies, including A.M. Best, Demotech, Fitch, Kroll, Moody’s and S&P.

Our relationships and understanding of their ratings process is key to assisting clients with navigating and achieving desired rating outcomes.

Understanding how to communicate effectively and efficiently with the analyst team from start to finish is imperative.

Our team has successfully implemented strategies that have resulted in ratings upgrades and defense of negative outlooks, among other wins.

  • BCAR optimization of terror risk resulting in upgrade after two years
  • Many initial ratings of “A-“
  • Rating defense to avoid downgrade and set path to stable outlook
  • Clean and positive management buyout and successful ratings outcome
  • RBC optimization
  • ERM stress testing

BMS’ Capital Management & Capital Advisory Teams work together to evaluate capital structures and reinsurance structures best suited for each of our clients and answer:

  • How their capital structure/earnings compare vs. peers?
  • Should they acquire or divest?
  • Are they a target?

Key
Contact

Nick Dranchak Executive Vice President – Philadelphia

Office Contact

BMS Re
1500 JFK Boulevard, Suite 500
Philadelphia, PA 19102, USA

T: +1 215-825-3085

Personal Contact

T: +1 215-644-6707
M: +1 267-432-3922
Email Me