What Operational Due Diligence Misses in an M&A Deal
Operational due diligence expanded into a formal discipline for a defensive reason. After the 2008 crisis and the Madoff fraud…
TPA Claims Automation: Why It’s a Margin Decision, Not an IT Project
For a third-party administrator, claims labor is the P&L, not overhead against premium. Where TPA claims automation actually protects margin…
The Fractional CDO, and the Seat Most Mid-Market Companies Never Filled
Wavestone’s 2024 Data and AI Leadership Executive Survey, the twelfth annual edition of a study formerly run by NewVantage Partners,…
RPA vs AI in Claims Automation: What Each Does and Which to Deploy First
Global insured losses from natural catastrophes reached USD 137 billion in 2024, the fifth year running above USD 100 billion,…
How to Run an Operational Efficiency Assessment That Actually Finds the Money
US labour productivity grew about 2.2% in 2025, down from roughly 3% the year before, according to the Bureau of…
Mortgage Servicing Automation: What to Automate First When Every Loan Is a Regulated Case File
In the first quarter of 2026, the national mortgage delinquency rate climbed to 4.44%, up 40 basis points from a…
AI Governance for Regulated Industries: What Mid-Market Operators Actually Need
In December 2023, US insurance regulators drew a line most mid-market operators still haven’t absorbed: you are accountable for what…
Insurance Claims Automation: What Actually Pays Inside a P&C or TPA Claim
An auto claim comes in on a Tuesday morning. Before an adjuster makes a single coverage decision, the file has…
Claims Automation: What to Automate First and What It Actually Returns
Follow a single claim through a mid-market operation and count the logins. Intake sits in one platform. Reserve setting lives…
What PE Operating Partners Miss in Portfolio Operations
Bain’s 2026 Global Private Equity Report gave the new math a name: 12 is the new 5. A buyout that…