Finance Monthly M&A Awards 2015 Winners Edition

Captive Insurance Firm of the Year Brady Young, President E-mail: brady.young@strategicrisks.com | Tel: 781-264-1398 Head Office: 2352 Main Street, Suite 204, Concord, MA 01742 Tel: 781-487-9800 | www.strategicrisks.com FIRM PROFILE Strategic Risk Solutions (SRS) is an independently owned captive management and consulting firm. The firm currently has over 275 insurance management clients and was ranked the 5th largest captive manager worldwide by Business Insurance at December 31, 2014. SRS is domicile neutral and will manage captives in whichever domicile clients desire. We currently manage captives in sixteen US states as well as Bermuda and the Cayman Islands. We have a physical presence in Arizona, Bermuda, Cayman, the District of Columbia, Hawaii, South Carolina, Tennessee, Texas and Vermont. Our consulting practice is head-quartered in Massachusetts. SRS has clients in all sectors including construction, manufacturing, energy, healthcare, financial services, real estate, retail, services and transportation industries. We have a broad mix of privately held, publicly traded, and non-profit clients. Our servicing approach, which we term “Captive Management Plus”, sets us apart from other managers. It comprises three elements: a. Delivering outstanding service in our core captive management services. We are the only captive manager who conducts SSAE16 reviews on all its captive management operations annually. The quality of service is evidenced by the consistently high rankings received in customer surveys. b. Helping our clients succeed through the provision of value added strategic and technical consulting services. SRS is unique among captive managers in having a captive consulting group to advise on risks being underwritten in our client captives. c. Providing a depth of expertise through the hiring and retention of experienced staff. Our senior management has an average of over 15 years’ experience in captive insurance and our lead accountants all have a minimum of five years’ accounting experience. Notable Client Work SRS has led the industry in the creative design of captive programs, including: • The first onshore Sponsored Captive (licensed in Vermont). • The world’s first Serial LLC Captive (licensed in Delaware). • The world’s first and second separate accounts (licensed in Vermont). • The first captive approved to write ERISA benefits. • The first branch captive (licensed in Vermont). • Thefirstcoastalpropertycaptive(licensedinSouth Carolina) • The development and use of captives for health insurance, both group and single parent captives. Finance Monthly M&A Awards 2015 www.finance-monthly.com 43 M A & AWARDS 2015 USA