A Boutique Consultancy Firm
Providing the strategy and the math
About Us
Kaerus is a boutique consulting firm that combines deep industry expertise, unbiased analysis and an implementation focus to help our client make strategic, operational and investment decision that create tangible and planned results. We provide sustainable and holistic approach with impact at every level.
Healthcare
Media & Technology
Financial Services
Retail
Industrial & Business Services
Non-
Profit
Services
BUSINESS ANALYSIS
Our approach includes determining the financial impact of decision-making, corporate structure, business planning and market trends as well as industry bench-marking. At the conclusion of the analysis, Kaerus will help install proven methods, systems, controls and incentives to enable business owners and their managers maintain positive cash flow, control costs, and accelerate the growth dynamics of their organizations.
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Our financial consulting services include strategic and operational planning, mergers and acquisition analysis, valuations, capital management, and financial modeling.
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STRATEGY
Our financial consulting services include strategic and operational planning, mergers and acquisition analysis, capital management, and financial modeling.
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Our extensive experience in mergers and acquisitions, finance and accounting, with an emphasis on corporate finance, private equity, credit and financial planning analysis allows our clients maximum flexibility to meet their needs.
RISK MANAGEMENT
Whether it’s strategic financial planning, forensic analysis, asset and liability management, support for mergers and acquisitions, or operational underwriting and claims reviews, we offer a trusted source of independent thinking. The solutions we develop are practical and customized for your organization.
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Our expertise in developing sound risk-management strategies and our insight into industry changes make our insurance property and casualty practice uniquely specialized. We are industry experts and it is reflected through the services we offer.
Our Team
Whether it's strategic analysis, financial planning or mergers and acquisition solutions. We offer a trusted source of independent thinking.
Partner
Franklin
Cox
Frank has over 35 years of experience in finance and accounting within the primary and reinsurance industry specializing in risk assessment, claims review and audits for corporate governance, regulatory compliance and solvency margin.
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fcox@kaerusassociates.com​
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Partner
Moses
Sawney
Moses has over 30 years of experience in providing and implementing strategic, tactical and analytical advice on financial and strategic matters.
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212-877-0239
Partner
Richard Lockley
Richard is a seasoned professional with a 30-year proven track record providing fact-based recommendations to help clients build capabilities and explore opportunities for reaching current objectives and future goals.
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​rlockley@kaerusassociates.com
202-246-1221