Private equity firms source, evaluate, acquire, and grow private companies through leveraged buyouts or growth investments, relying heavily on CIMs, diligence materials, financial models, and ongoing portfolio reporting.

Asset managers allocate capital across asset classes and depend on research, disclosures, performance data, and risk reporting to inform investment decisions.

Property management teams oversee tenants, leases, maintenance and compliance across portfolios, working through dense documentation to keep assets running and obligations met.

Claims teams process high volumes of documentation — medical reports, adjuster notes, policy terms and loss data — to validate coverage, reduce leakage and resolve claims efficiently.

Insurance brokers compare policies, negotiate terms and manage renewals across multiple carriers, relying on policy documents, endorsements and market submissions to advise clients and place the right coverage.

Endowment funds allocate long-term capital across public equities, private markets, real assets and hedge funds, relying on external managers and committee governance to meet spending mandates.

Specialty underwriters assess complex, non-standard risks across marine, aviation, cyber, energy and professional liability lines, working through dense broker submissions, loss histories and exposure documents to set terms and price risk.

MGAs design and underwrite specialist insurance products on behalf of capacity providers, managing the full submission-to-bind workflow across delegated authority agreements.

Risk advisory teams assess enterprise and portfolio-level exposure across policies, claims data and regulatory requirements to protect capital adequacy and minimise downside risk.

Acquisitions and dispositions teams manage the full transaction lifecycle — sourcing and underwriting assets to buy, preparing and marketing assets to sell — relying on offering memoranda, financial models, diligence files and closing documentation throughout.

Real estate capital markets teams execute the sale, recapitalisation and financing of assets, relying on offering memoranda, financial models, buyer diligence packages and debt documents throughout the transaction lifecycle.

Real estate credit and lending teams originate, underwrite and manage loans secured against property assets, working through borrower financials, appraisals, title reports and legal documents across every transaction.