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
Company Details
- Founded
- -
- Address
- Process” By Providing The Following:
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- http://www.itascafinancial.net/
- Keywords
- Insurance and Investments.
Itasca Financial Llc Questions
Itasca Financial Llc's website is http://www.itascafinancial.net/
Itasca Financial Llc's LinkedIn profile is https://www.linkedin.com/company/itasca-financial-llc
Itasca Financial Llc's industry is
Insurance
Itasca Financial Llc's top competitors are
Total Marine Technology,
Megent Financial,
Songa Offshore,
Stoch Analytics,
Viking Yacht Company,
Aam - Insurance Investment Management,
Kingsway Financial Services Inc.,
Sorcerer,
Fg Financial Group, Inc.,
Crico.
Itasca Financial Llc's categories are Insurance
Itasca Financial Llc's founding year is 2006
