We are the preferred partner of many prominent firms because we commit our undivided attention, resources, and expertise to our clients from the moment we are brought on-board through closing of the transaction.

We help to unravel the complex web of insurance for our clients and get them to closing – on time. We continue to perfect and evolve theories and protocols for insurance analysis. We combine our professional insurance experience with our knowledge of the credit markets to provide prudent and conservative counsel with regard to insured and uninsured risk exposure. We offer strategic advice on an array of issues involving traditional insurance provided by carriers with financial ratings from Standard & Poor’s, Moody’s, Fitch, and AM Best as well as self-insured exposure and captive insurance companies.

The Harbor Group Approach

Our approach is based upon protecting the clients’ current and ongoing interests, whether it be M&A transactions, balance sheet financing, or securitization or other exit strategy, and getting the insurance piece of the transaction completed on time. We are focused on maneuvering the process to help avoid delays. Another crucial component to our approach is bridging the gap between the needs of our lenders and their clients. Oftentimes, the disparity among the demands of lenders, rating agencies and loan buyers vis-à-vis the position of borrowers & the insurance market creates conflict. We have been successful at threading that needle and, as a result, have long standing relationships with many of the major REITs, funds and institutional borrowers.


Our offices are strategically located to serve our clients in the United States and around the globe. With transaction experience across the UK and Europe including Russia, Italy, the Netherlands, France and Germany, as well as work in Asia, South America, and Canada, our expertise successfully crosses domestic borders to meet the needs of our clients.

Corporate Headquarters:   4400 Biscayne Boulevard, Suite 818   Miami, FL 33137

East Coast:  125 Jericho Turnpike, Suites 100 & 501   Jericho, NY 11753

West Coast: 51 Washington Avenue, Suite C   Point Richmond, CA 94801