Reinsurance
Unlocking the Value of Reinsurance Assets
Business owners—especially in the dealership space—can generate significant capital via a dedicated approach to reinsurance. We have deep expertise in reinsurance, including public and private market investments, personal ownership, and investment management on behalf of these structures.
Our goal is to maximize every opportunity to unlock value in these structures while ensuring investment policy statement and operational soundness. We are comfortable managing assets and negotiating investment policy statements across a wide range of reinsurance structures.
Automotive Dealer Profit Participation Structures
We specialize in managing investments and decisions across the full spectrum of dealer profit participation programs:
Controlled Foreign Corporations
Traditional captive reinsurance structures requiring 85%+ investment-grade fixed income allocation.
Super CFCs
Enhanced structures offering increased profit retention and tax advantages.
Dealer Owned Warranty Companies
Programs focused on warranty product underwriting profits.
Participating Programs
For some dealers, retrospective commission programs are a superior option.
Each structure offers different levels of complexity, control, and profit potential. We help dealers navigate these options to select the program that best aligns with their strategic goals and risk tolerance.
Beyond Automotive: Expanding Reinsurance Opportunities
Our expertise extends beyond dealership structures. We have helped establish private reinsurance businesses that handle select casualty risks on behalf of family offices, creating new profit centers and risk management solutions for ultra-high-net-worth families.
Owner-Operator Perspective
We don’t just advise on reinsurance structures—we operate our own CFCs. This personal investment gives us insight that goes beyond that of a traditional investment advisor. We understand the challenges, operational complexities, and profit optimization opportunities because we navigate them ourselves.
Our Approach
Conservative Management
We consistently look for opportunities to mitigate risk without sacrificing yield.
Compliance
Deep understanding of CFC requirements and investment restrictions.
Long-term Orientation
These are business assets and should be treated as such – we never sacrifice long-term stability for short-term performance.
Complete Transparency
Clear reporting and regular communication about portfolio positioning and market outlook.