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Strategic Risk Solutions

Independent captive management and consulting services

Overview

Strategic Risk Solutions delivers independent management and consulting services for captive insurance companies, including financial reporting, regulatory compliance, and underwriting management. Their approach uses a team-based, “one firm” model and adds value through advisory work and strong governance with SSAE 18 audits. They differentiate themselves as the largest independent captive manager with a focus on service quality, internal controls, and deep industry expertise. Their goal is to be the premier provider of captive management and consulting services, offering reliable operations and client-focused solutions.

Significant Headcount Growth

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About Strategic Risk Solutions

Simplify's Rating
Why Strategic Risk Solutions is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Concord, MA

Founded

1993

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Simplify's take

What believers are saying

  • On November 3, 2026, SRS Altitude named Joe Sullivan head of North American ART.
  • On October 20, 2026, SRS hired Chris Terry from Allianz Commercial for ART strategy.
  • Sujané Kleinhans joined on November 10, 2026, reinforcing South Africa coverage and operating capacity.

What critics are saying

  • Allianz Commercial and Aon can bundle captive services, underwriting, and brokerage against SRS.
  • SRS Altitude's Lloyd's dependency ties growth to Beazley and market acceptance.
  • Talent-driven expansion risks execution gaps if senior hires leave before April 2027 integrations.

What makes Strategic Risk Solutions unique

  • SRS spans 40-plus domiciles, giving clients one manager across onshore and offshore jurisdictions.
  • Its SRS Altitude and Titanium platforms extend captives into ART and Fortune 500 structures.
  • Brady Young keeps SRS independent, avoiding broker-owned conflicts that distort captive advice.

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Benefits

  • Performance Bonus

Growth & Insights and Company News

6 month growth

17%

1 year growth

17%

2 year growth

17%
Captive Insurance Times
Nov 10th, 2026
Kleinhans joins Strategic Risk Solutions as account manager

Kleinhans joins Strategic Risk Solutions as account manager. Sujané Kleinhans joins Strategic Risk Solutions (SRS) as an account manager, working remotely from the Western Cape, South Africa. Kleinhans moves from PKF Cape Town, having served as audit manager there from January 2024 to October 2026. Kleinhans joined the firm as a trainee accountant in January 2021 and is a qualified chartered accountant. SRS provides financial reporting, regulatory compliance and underwriting management services to existing and prospective captive insurance companies, with representation in all major onshore and offshore domiciles. The firm describes itself as the largest independent insurance management firm worldwide.

Captive International
Nov 3rd, 2026
SRS Altitude appoints Sullivan to lead US expansion.

SRS Altitude appoints Sullivan to lead US expansion. SRS Altitude, the managing general underwriter (MGU) specialising in alternative risk transfer (ART) solutions within Strategic Risk Solutions (SRS), has appointed Joe Sullivan (pictured) as head of ART for North America. Sullivan joined the firm on 2 November to support the continued growth of its North American ART business. Based in New Jersey, Sullivan brings proven experience in ART and a deep expertise in captive insurance. He previously served as deputy regional head of ART, Americas at Allianz Commercial, where he combined technical underwriting knowledge with commercial leadership to develop ART solutions across property, casualty, and specialties. His background includes leading complex multi-year, multi-line risk transfer and risk financing solutions. "Demand for ART and captive solutions in North America is accelerating, and we are moving decisively to meet it," said Loredana Mazzoleni Neglén, CEO, SRS Altitude. "With Joe on board, we bring our ART underwriting expertise closer to clients and broker partners throughout the region." Sullivan will work with broker partners, corporate clients, and captive owners to develop tailored risk transfer and risk financing solutions that address their evolving risk management needs. "Joe is a great addition to lead the alternative risk transfer expansion in North America," said Brady Young, chief executive of Strategic Risk Solutions. "We've built a strong business around captive management and consulting, and Joe's experience will help us meet a broader range of client needs as organizations explore more sophisticated risk transfer strategies." Editor's picks. 20 October 2026 19 October 2026 16 October 2026 14 October 2026 8 October 2026 7 October 2026

Captive Insurance Times
Nov 2nd, 2026
Mooth joins Strategic Risk Solutions as senior account manager

Mooth joins Strategic Risk Solutions as senior account manager. Merredith Mooth joins Strategic Risk Solutions (SRS) as a senior account manager. Mooth moves from Middle Tennessee State University, where Mooth was a grants and development specialist from August 2025 to October 2026. Mooth's captive insurance experience spans regulation and captive management. From March 2013 to August 2015, Mooth was a captive insurance financial analyst at the Tennessee Department of Commerce and Insurance, carrying out financial statement reviews and examination work on captive insurers, including applying statutory accounting principles to evaluate the solvency and surplus adequacy of risk retention groups. Mooth then joined Arsenal Insurance Management as captive regulatory manager from August 2015 to August 2017, directing the regulatory documentation and approval process for the formation and licensing of an Alabama-domiciled risk retention group and leading its registration across the US. From February 2023 to April 2024, Mooth was a senior captive account manager at Artex Risk Solutions, managing financial reporting and regulatory compliance for a portfolio of pure captives, protected cells, association captives and risk retention groups, and serving as primary liaison for regulatory examinations. Between Artex and Middle Tennessee State University, Mooth was fiscal director at the Tennessee Department of Health from April 2024 to July 2025. Mooth has also taught accounting at Middle Tennessee State University since 2016 and previously at Nashville State Community College. Mooth is a licensed certified public accountant and a licensed Tennessee property and casualty insurance producer.

Business Insurance
Oct 20th, 2026
SRS names former Allianz exec to alternative risk role.

SRS names former Allianz exec to alternative risk role. * by Claire Wilkinson Strategic Risk Solutions said Tuesday it has appointed former Allianz Commercial executive Chris Terry as managing director and head of alternative risk transfer and risk strategy, effective April 19, 2027. London-based Mr. Terry previously was global head of underwriting for alternative risk transfer at Allianz Commercial. He will work with Derek Bridgeman, managing director of European risk consulting, and SRS' European leadership team to develop its risk advisory business, according to an SRS statement. Mr. Terry will also oversee existing structured reinsurance advisory client relationships previously managed by Neil Campbell, a senior consultant at SRS, and provide expertise to SRS Titanium clients, the Concord, Massachusetts-based company said. SRS Titanium specializes in providing captive insurance for Fortune 500 companies and other large, complex organizations worldwide. October 20, 2026 October 19, 2026

Captive Insurance Times
Sep 16th, 2026
SRS to host Captive Academy at SCCIA conference

SRS to host Captive Academy at SCCIA conference. Strategic Risk Solutions (SRS) hosts its Captive Academy on 28 September as part of the South Carolina Captive Insurance Association's 25th annual executive educational conference. The interactive seminar is designed for professionals new to the captive insurance industry, and for those looking to strengthen their understanding of captive solutions. It provides a practical overview of captive insurance fundamentals, captive formation, governance, regulatory considerations and ongoing management. The half-day programme explores the captive lifecycle, from initial feasibility and formation through to ongoing operations and strategic oversight. Participants gain insight into the roles played by captive managers, actuaries, legal counsel, regulators, auditors, tax advisers and investment professionals in supporting captive insurance companies. The session also features real-world perspectives and gives attendees the opportunity to engage directly with industry experts during an interactive question-and-answer discussion. Laura Rodrigo, managing director of SRS East and head of the captive manager's South Carolina office, leads the academy, alongside other SRS professionals and industry experts representing key captive service disciplines. Rodrigo says: "We are really excited to host new South Carolina captive owners and a list of prospective captive owners at the Academy this year. It is an honour to be kicking off the half-day session of the 25th annual SCCIA conference." SRS operates across more than 40 domiciles, including the US, Bermuda, the Cayman Islands, Barbados, Canada and Europe, and services insurance entities ranging from single parent captives to commercial insurers and reinsurers.

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