Expert Consulting in Modeling, Transactions, Financial Forensics, and AI Systems
Since 1998, we’ve provided expert consulting in predictive modeling, data analytics, financial forensics, transaction support, litigation services, and—most recently—artificial intelligence and Retrieval-Augmented Generation (RAG) systems.
Our Core Consulting Services
- Predictive Modeling & Analytics: Economic forecasting, risk scoring, and performance analysis built on proven statistical techniques.
- Loan, MBS & Structured Finance Analytics: Deep experience in mortgage performance, loss modeling, and regulatory reporting.
- Transaction Support Services: Due diligence, asset purchases and sales, and transactional document review.
- AI & RAG Systems Consulting: Strategic guidance on AI architecture, internal data readiness, and the role of Retrieval-Augmented Generation in business operations.
- Forensic Accounting & Investigations: Financial modeling, bankruptcy analysis, and fraud detection in support of litigation and regulatory review.
- Litigation Support & Dispute Advisory: Expert opinions, damages models, and technical analysis for attorneys and stakeholders.
Why Choose BGLP
🎓 Trusted Expertise
We bring decades of consulting experience across financial assets, data science, legal matters, and technical domains like valuation, analytics, and AI.
📊 Evidence-Driven Results
Our work is grounded in transparent methods, rigorous analysis, and real-world applicability—trusted in boardrooms and courtrooms alike.
🤝 Objective & Independent
As an independent advisor, BGLP delivers unbiased insights clients can rely on for high-stakes decisions and dispute resolution.
AI and RAG Advisory
Retrieval-Augmented Generation (RAG) systems are transforming how businesses interact with internal knowledge. BGLP helps clients evaluate whether these systems are appropriate, understand their components, and develop strategies for safe and effective deployment—particularly in regulated or data-sensitive industries.
We advise clients in finance, legal, and manufacturing sectors on how RAG systems can support functions such as internal search, audit trail generation, compliance documentation, and intelligent reporting.
Let’s Explore the Right Strategy Together
Whether you’re modeling or valuing financial assets, analyzing data, supporting litigation, or exploring AI use cases, BGLP brings clarity, depth, and trusted advice.
Summary Descriptions
Mortgage (UMBS) Origination Changes 2021-23
With residential mortgage rates again topping 7% this week, we thought it would be interesting to look at some key industry timeseries metrics, and those of a few originators to see how they are faring in this challenging lending environment. In this article we will look at production sold into Freddie and Fannie securitizations. Next […]
A look at non-bank lenders amidst market focus on banks
Over the last few weeks, market focus has been on the liquidity of banks, with some high profile names such as Signature Bank (SBNY), Silicon Valley Bank (SIVB), First Republic Bank (FRC), and others capturing the attention of regulators and investors alike. As a group, banks experienced stock market price declines, with a few having […]
Credit Risk Transfer Part III
In the first two Credit Risk Transfer (CRT) posts we provided an introduction to CRT transaction mechanics, structures, past originations, economic environment and security pricing. To conclude the series of CRT related posts we’ll review the latest trends in the economy, mortgage industry, and CRT securities pricing, and discuss some of the potential driving forces […]
GSE Credit Risk Transfer (CRT) Product Discussion – Part II
Berkshire Group maintains databases tracking monthly originations and performance of both agency and non-agency mortgage loans. We also track industry and market metrics, and observe mortgage loan performance in relation to these metrics. We use these data and observations internally for analysis, and to support assumptions used in our valuation models. Berkshire tracks individual loans related to […]
