Insurance - Itasca, Illinois, United States
Founded in 2006, Itasca Financial draws from many years of property casualty insurance industry experience to develop creative and value-added solutions for our clients. The firms specializes in providing advisory services to the insurance industry and its stakeholders. Itasca Financial LLC is focused on the "capital allocation process" by providing the following:· merger/acquisitions analysis for companies and their board of directors,· analysis of insurance company investment portfolios,· origination and due diligence for private equity investments, and· management of a private investment fund comprised of insurance company public equities. The firm is comprised of a team of highly qualified and experienced property and casualty insurance professionals and is led by Larry Swets, Jr., CFA.The experience of Itasca Financial team members includes: · Portfolio Management· Investment Analysis· Mergers and Acquisitions Due Diligence· P&C Insurance Company Run-Off Projects· Stakeholder Credit Analysis· Treasury and Cash Management Projects· Reinsurance Related Activities· Corporate Governance
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