Market Test Strategy and Regulatory Support

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Concentric developed, documented, and supported a 3-5 year plan responding to a client’s hostile investor. We worked with the client to develop forecasts and projections, strategic assessments of different business lines, plans to realize cost savings and other benefits of a recent merger, among other things. This plan was filed in multiple jurisdictions. 

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Lisa M. Quilici
Lisa M. Quilici
Senior Vice President & Board Member
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Michael P. Kagan
Michael P. Kagan
Senior Vice President & Board Member
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Robert C. Yardley, Jr.
Robert C. Yardley, Jr.
Senior Vice President & Board Member
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Forrest Small
Forrest Small
Senior Vice President
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