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CDB Advisory Services

Board-appointed strategy refresh and operating model restructuring

Industry: Diversified International Insurance  |  Business: $4B group  |  Engagement length: 9 months

The work

Co-led the redefinition of the U.S. strategy: diligence across underwriting, claims and distribution, value-stream mapping and benchmarking, then restructuring of the business units and shared services against NAIC-aligned controls.

What changed

Written premiums +12% YoY, combined ratio down 4.5 points, operating expenses down ~15%, plus a $40M EBITDA roadmap identified

CDB Advisory Services

Based in Atlanta, Georgia

Registered office: 1400 Village Square Blvd, Ste 3-201, Tallahassee, FL 32312

(448) 215-0227

charles@cdbadvisoryservices.com

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Capabilities

  • Interim Finance Executive / CFO
  • Value Creation & EBITDA
  • M&A & Post-Merger Integration
  • Strategy & Transformation
  • FP&A & Corporate Finance

Engagements are typically 3-12 months, on-site or hybrid.

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