Capital Solutions at the Intersection of Alternative Asset Management & Insurance

Merchant banking services delivering asset origination, portfolio management, tax and regulatory structuring, risk management and outsourced deal execution. Specializing in innovative capital solutions that bridge alternative assets and insurance markets.

Our Core Services

Balance sheet solutions designed to enhance return and reduce weighted average costs of capital

Origination

Strategic identification and development of alternative capital opportunities. We source and structure innovative transactions across sidecars, collateralized reinsurance, and captive solutions that deliver superior risk-adjusted returns.

Risk Management & Capital Solutions

Comprehensive risk assessment and capital optimization strategies. Our expertise in alternative risk transfer techniques ensure robust risk management frameworks that protect and enhance investor returns.

Structuring

Sophisticated transaction structuring for complex alternative asset and insurance deals. We design bespoke structures that optimize tax efficiency, regulatory compliance, and capital efficiency across multiple jurisdictions.

Outsourced CIO and Deal Execution

Expert risk-based capital investment optimization and end-to-end deal execution services from initial structuring through final closing.

AAP Value Proposition Section

Our Value Proposition

Delivering comprehensive solutions including asset-light fee stream generation, investment management optimization, and strategic business development

Asset Light Fee Stream Generation

AAP's primary value add is the ability to structure, source, and execute deal flow that will create non-risk bearing fee streams around the periphery of our clients' platforms to enhance value.

Investment Management Expertise

The AAP principals have substantial experience and deep relationships with top-tier asset originators which can be leveraged to build in-house investment capabilities.

Business Development

AAP can open new growth channels, both organic and inorganic, to bring new capital, new clients, and new reinsurance relationships to bear for the benefit of our clients.

Management Strategy

AAP's operational experience can not only be utilized to diversify revenue bases but can also be leveraged to improve internal efficiencies and develop cutting-edge strategies for risk management.

Advisory Initiatives

Risk Management

  • De-risking of undesirable risk exposures with alternative reinsurance tools (parametric solutions, securitizations, sidecars, etc.)
  • 3rd Party-funded reinsurance capabilities to generate asset light fee streams

Capital Maximization

  • Risk-based capital investment modeling
  • Capital structure optimization with advanced financing tools (surplus notes, DAC financing, funding agreement backed notes, rated feeder funds, contingent capital issuances, etc.)
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Liquidity Maintenance

  • Product-level initiatives to offset new business strain
  • Improving labor productivity by leveraging outsourced talent
  • Initiatives to lower commission-based originations
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Franchise Enhancement

  • Asset heavy to asset light business transformation
  • Expansion of investment sourcing reach into private US markets
  • Institutionalization of processes and capital stack
  • Long-term growth strategy development

Our Specialized Expertise

Deep domain knowledge across the most sophisticated areas of alternative risk transfer and capital markets

Sidecars

Third-party funded investment vehicles that provide risk transfer to insurance companies in exchange for investment leverage

Collateralized Reinsurance

Innovative reinsurance structures backed by collateral, providing security and capital efficiency without ratings constraints

Captive Solutions

Bespoke risk retention subsidiaries that provide tailored risk management and tax-efficient capital optimization strategies

Balance Sheet Optimization

Comprehensive strategies that unlock value through regulatory capital, accounting, and tax optimization across many jurisdictions

Permanent Capital

Long-term capital structures designed to provide asset managers access to stable funding through market cycles

Where Innovation Meets Expertise

We operate at the dynamic intersection of alternative asset management and insurance, where traditional boundaries dissolve and innovative capital solutions emerge. Our deep domain knowledge of both sectors enables us to identify unique opportunities and structure sophisticated transactions for our clients.

With extensive experience in complex financial structures, regulatory frameworks, and market dynamics, we help clients navigate the evolving landscape of alternative capital markets. Our approach combines strategic vision with meticulous execution, ensuring that every transaction delivers exceptional value.

Whether you're seeking to optimize capital efficiency, access new sources of capital, or structure innovative risk transfer solutions, we provide the expertise and execution capabilities to achieve your objectives.

Ready to Explore Alternative Capital Solutions?

Let's discuss how our expertise can help unlock value for your firm