Insurance Advisory
Practice Areas

Insurance risk consulting is our core business and protecting our clients and the assets securing their financing is our primary expertise and focus. The company applies its proprietary methodology, analytical framework, insurance expertise and credit-market knowledge on behalf of clients, and ensures their interests are protected in the insurance policies, the collateral and underlying assets are properly insured, and the debt is marketable. We can provide coverage surveillance and renewal review services to ensure that assets stay protected once the transaction is closed.

Commercial Real Estate

We represent clients across all lending products and asset/collateral types, including commercial mortgage-backed securities, balance- sheet and government-agency lending such as Freddie Mac, Fannie Mae and HUD. We have also contributed to – and designed – many of the commercial real estate insurance standards being followed today. From loans of $1 million to the largest-ever transacted private real estate loan, Harbor Group has the expertise to analyze and address the complexities of insurance to protect the collateral and client within the deal timeline. Learn More

Leveraged & Corporate Finance

We advise lenders on multibank, private equity-sponsored leveraged buyout and other acquisition financings. Service areas also include refinancings, debt restructurings and workouts, debtor-in-possession and exit financings, and debt tenders, exchange offers and consent solicitations. Learn More


We design customized solutions that mitigate construction risks ranging from natural disasters and environmental contamination to worker’s compensation issues and project delays. As construction risk becomes more complex, hazardous and difficult to assess, price and control, safeguarding deal profitability becomes an escalating concern for financial institutions. Learn More

At Orgination & The Option For Insurance Surveillance

We manage the post-closing and coverage-renewal process, monitoring insurance for non-compliance, cancellation, non-renewal and material modifications. Our platform offers the choice of a streamlined surveillance process or a boutique-style monitoring product for high-priority or sensitive banking relationship clients. Learn More

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If you are interested in learning more about the full range of our risk advisory services and career opportunities, we look forward to discussing how we might be able to work together.

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