Trusted Insight. Proven Performance.
Specialists in Hospitality | Staffing | Insurance | Alternative Risk
Trusted Insight. Proven Performance.
Specialists in Hospitality | Staffing | Insurance | Alternative Risk
Hospitality
CDF Partners brings decades of leadership and operational experience across fine dining, luxury hospitality, and concept-driven restaurant development.
We help owners, operators, and investors design, launch, and optimize high-performance hospitality concepts that balance creative vision with disciplined financial results.
Core Capabilities
- Concept development and brand positioning
- Menu engineering and ingredient cross-utilization strategy
- Beverage, wine, and cost-of-goods optimization
- Labor modeling and financial pro-forma development
- Business-plan creation, investor presentations, and ROI forecasting
- Operational audits and margin-improvement programs
- Risk-management alignment for hospitality operations
Whether developing a new concept from the ground up or refining existing operations, CDF Partners provides the strategic clarity and execution framework that turn vision into sustainable profitability.
Temporary Staffing
CDF Partners offers deep industry expertise built from decades of leadership developing, managing, and underwriting national staffing programs.
We help staffing-company owners protect margins, improve claims performance, and strengthen their “insurance credit”—the measurable financial reputation that determines premiums, profitability, and enterprise value.
Our consulting approach combines real-world operational insight with disciplined insurance strategy.
From claims prevention and classification accuracy to compliance and captive participation, CDF Partners helps staffing executives take control of their most significant controllable expense: workers’ compensation.
Core Capabilities
- Workers’ compensation program design for staffing and PEO operations
- Experience MOD (ERM) analysis and “insurance credit repair” strategies
- Class-code evaluation and audit support to eliminate costly misclassifications
- Claims-handling best practices—investigation, reporting, and light-duty/return-to-work implementation
- State-specific coverage and compliance, including monopolistic WC and stop-gap solutions
- Program and carrier selection aligning underwriting, claims, and risk performance
- EBITDA improvement through proactive claims control and premium optimization
Our Perspective
Too many staffing firms try to “shop” their way out of rising insurance costs. True savings come from claim prevention, disciplined claims management, and accurate data—not from chasing lower quotes.
Insurance & Program Design
CDF Partners provides independent, executive-level consulting to help company ownership and boards of directors make informed, data-driven insurance and risk-finance decisions.
We are not retail agents or brokers — we operate as strategic partners, ensuring that broker performance, market relationships, and underwriting structures align with your organization’s financial and operational objectives.
Our experience spans national staffing programs, complex workers’ compensation structures, and large commercial insurance placements.
We also have deep expertise in construction, artisan contractors, and controlled insurance programs (CCIP/OCIP) — applying the same disciplined, analytical approach that defines our staffing-industry consulting.
Core Capabilities
- Workers’ Compensation program design for staffing and related industries
- Broker evaluation and selection — defining roles, performance standards, and measurable accountability
- Market selection and assignment — optimizing carrier access and eliminating redundancy among broker teams
- Market summaries and target development — creating clear, consistent underwriting narratives that generate competitive results
- Alternative agent compensation strategies — aligning incentives with profitability and loss-performance outcomes
- Program architecture and underwriting structure for specialized or high-volume industries
- Claims-process review and performance analytics
- Executive mentorship, education, and program oversight
Our Perspective
Insurance programs succeed or fail at the structural level — long before a policy is issued.
CDF Partners ensures your insurance ecosystem — brokers, carriers, TPAs, and internal teams — operates with transparency, accountability, and shared purpose.
We help business leaders take control of the process, improve results, and achieve better alignment between insurance performance and corporate profitability.
Alternative Risk & Captives
CDF Partners provides hands-on expertise in captive insurance formation, reinsurance structuring, and segregated portfolio company (SPC) management — grounded in real-world experience leading every stage of development for a fully licensed captive reinsurance company.
Our founder led the creation of Nixer Comp Reinsurance Ltd. SPC, initially domiciled in Bermuda and later redomiciled to Grand Cayman — a process requiring full regulatory engagement, capital compliance, legal restructuring, and operational migration under Cayman’s Segregated Portfolio Company framework.
That experience informs our approach: we understand not only the strategy but the mechanics, governance, and execution necessary to make a captive program successful and sustainable.
CDF Partners works directly with ownership and boards to evaluate feasibility, structure capital, and implement governance frameworks that protect assets and enhance performance.
We also assist carriers, MGAs, and program administrators in designing reinsurance and cell-participation structures that align risk, reward, and control.
Core Capabilities
- Captive feasibility analysis and pro forma development
- Regulatory engagement, licensing, and domicile negotiation
- SPC structuring, redomicile management, and cell creation
- Capitalization planning, reserve adequacy, and surplus strategy
- Fronting and reinsurance program coordination
- Governance framework design and board oversight protocols
- Multi-cell reporting, performance metrics, and reinsurer relations
- Cayman and Bermuda market advisory
Our Perspective
Captive structures succeed when compliance, governance, and operational purpose are aligned.
CDF Partners brings the practical insight of having built and managed a licensed reinsurance entity — from concept through capitalization and migration — helping clients avoid costly missteps and realize the full financial potential of alternative risk.
We don’t just design captives — we’ve lived the process.