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
Credit Risk Transfer (CRT) Part I
GSE Credit Risk Transfer (CRT) Product Discussion – Part One of Three 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 observations and data internally for analysis, and to support […]
Best Practices in Model Risk Management
Introduction: Financial models, and misuse of them, have been blamed for contributing to recent economic woes. Public perception is that default of incorrectly modeled, complex financial securities played a major role in failures of banks, insurers[1], investment banks[2], and GSEs[3], and that foreclosures of poorly underwritten (using faulty credit models[4]) loans backing the securities precipitated […]
The Berkshire Group LP
Company Overview: Founded in 1998, The Berkshire Group LP is a management-consulting firm that provides predictive modeling, asset valuation, data analysis, transaction support, and due diligence services to the financial services industry. The Company offers these services through two affiliated entities, including itself and Berkshire Advisors LLC (collectively, “Berkshire” or the “Company”)[1]. Berkshire focuses on […]
MBS and Loan Performance Data and Decision Support Analytics Platform
The Berkshire Group provides online access to a comprehensive MBS and loan performance data and decision support analytics platform. The data is a foundation, but we know expert tools and analysis are the key to you pinpointing profit opportunities. So we go further.Our integrated securities and loan analysis and multi-path valuation tools let you climb […]
