J.A. Montgomery Consulting

What J.A. Montgomery Consulting does

J.A. Montgomery Consulting is a private professional services firm founded in the early 1920s that specializes in two practice areas: risk control and safety services for public entities, and forensic accounting and claim preparation for complex insurance losses. The firm is headquartered in Camden, New Jersey, with additional offices in Toms River and Parsippany, and operates as an affiliate of insurance brokerage Conner Strong & Buckelew.

In its risk control practice, the firm acts as Safety Director for 17 municipal Joint Insurance Funds, 11 County Insurance Fund Commissions, and the NJMEL and NJCEL excess liability funds, serving as the primary safety resource for 600+ public-entity clients including municipalities, counties, water and sewer utilities, boards of education, and emergency response agencies. The practice encompasses loss trend analysis, risk control surveys, regulatory compliance (PEOSH/OSHA), Right-to-Know chemical inventory surveys across 2,000+ client locations annually, law enforcement consulting, and a training program that reaches 50,000+ managers and employees per year. Long-term clients are reported to have achieved an average 65%+ improvement in safety records, with cumulative client savings stated at nearly $2 billion over 30 years.

The firm's forensic accounting and claim preparation practice serves both public and private organizations, providing pre-loss consulting, post-loss financial analyses, business interruption modeling, and dispute resolution services including expert testimony. The practice handles complex insurance claims spanning business interruption, property damage, cyber, construction, and specialty lines. The firm employs 11–50 people and generates revenue exclusively through direct, quote-based consulting engagements — there is no software, technology platform, or channel-based revenue model. The competitive position rests on credentialed talent (Certified Safety Professionals, CPAs with CFF designations, former law enforcement command officers) and a 100-year operating history with documented lineage to risk management services for the DuPont Companies.

Name

J.A. Montgomery Consulting

Legal name

J.A. Montgomery Consulting

Website

https://jamontgomery.com

Company type

Private

Founded year

1920

Operating status

Operating

Headcount range

11–50 employees

Short description

J.A. Montgomery Consulting is a New Jersey-based professional services firm providing risk control and safety services to 600+ public entities and forensic accounting and claim preparation services to public and private organizations, operating as an affiliate of Conner Strong & Buckelew.

Ownership category

akta.pro rank

Product category

Risk Management Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Legal Services (5411)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411), Services-Legal Services (8111)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industries

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG), Fairness Opinions & Solvency Opinions (BPAHANAN), Litigation Support & Expert Witness Services (BPAHALAG), Fraud Risk & Financial Crime Controls Advisory (BPAKADAL)

Keywords

• Risk control consulting
• Forensic accounting services
• Claims preparation services
• Safety director services
• Public entity insurance

Headquarters

HQ city

Parsippany

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Risk Control & Safety Services: Ongoing safety director services, risk control consulting, and safety program implementation for public entity insurance funds and municipalities. Long-term client relationships with demonstrated 65%+ improvement in safety records.
2. Forensic Accounting & Claim Preparation Services: One-time and project-based forensic accounting analysis, claims preparation, and settlement consulting for complex insurance losses across business interruption, property damage, cyber, construction, and other claim types.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

J.A. Montgomery Consulting provides customized risk control and claims management services through two main practice areas: Forensic Accounting & Claim Preparation Services (helping clients navigate complex loss events including business interruption, property damage, cyber, and construction claims) and Risk Control & Safety Services (designing and implementing complete safety programs for public entities, acting as Safety Director for Joint Insurance Funds and County Insurance Fund Commissions). Services are delivered by on-site consultants, safety directors, and forensic accounting teams with deep credentials and decades of experience.

Product overview

J.A. Montgomery Consulting offers two interconnected service lines: Forensic Accounting & Claim Preparation Services and Risk Control & Safety Services. The Forensic Accounting practice includes Claim Preparation Services (pre/post-loss assessment, expert management, settlement expediting) and Forensic Accounting Services (pre-loss consulting, post-loss financial analyses and modeling, dispute resolution). The Risk Control & Safety Services practice encompasses Safety Director Services (acting as Safety Director for Joint Insurance Funds), Law Enforcement Services, and New Jersey Right-to-Know Services. Together, these services help clients mitigate risks, resolve disputes, and expedite claim settlements.

Differentiator

Problem solved

Functional benefit

Products and services

• Forensic Accounting & Claim Preparation Services Insurance-focused forensic accounting and claim management services helping public and private organizations navigate the claims resolution process for all areas of loss, including business interruption, property damage, cyber, construction, and specialty lines.
• Claim Preparation Services

Quantifiable outcome

• Clients have improved their safety records by an average of over 65%
• +3 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Conner Strong & BuckelewcoreStrategic or Co-development PartnerJ.A. Montgomery operates as an affiliate of Conner Strong & Buckelew, an insurance and benefits brokerage firm. This affiliation provides the firm with additional resources and industry relationships while maintaining the J.A. Montgomery brand focused on risk control and forensic services.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Marsh McLennan: Global insurance brokerage and risk advisory with risk consulting and claims advocacy services. Overlaps J.A. Montgomery's risk control and claims management at much larger scale and broader geographic reach.
• Brown & Brown Insurance: Large national insurance brokerage with public-entity, risk control, and claims service offerings. Comparable in customer segment and core services but at national scale and through a brokerage-led model.
• Aon: Global risk management, insurance brokerage, and consulting firm offering risk control, claims analytics, and forensic accounting-adjacent services. Broad incumbent with overlapping capabilities for public-entity clients.
• BDO USA: Top-tier accounting firm with a dedicated Forensic Accounting & Advisory practice covering insurance claim preparation and dispute valuation. Overlaps J.A. Montgomery's forensic service line within a much broader professional services portfolio.

Direct peers

• Alvarez & Marsal: Major forensic accounting, disputes, and claims advisory firm. Closely comparable on insurance claim preparation, business interruption analysis, and dispute resolution — though operating at national/international scale.
• The Graham Company: Mid-Atlantic insurance brokerage with risk control and claims management services. Comparable business model combining brokerage, safety consulting, and claims support for public and private entities.
• FTI Consulting: Global forensic accounting and litigation support firm whose dispute advisory and insurance claims services directly overlap J.A. Montgomery's claim preparation and expert testimony practice, though at far larger scale.
• Trident Public Risk Solutions: Specialist provider of risk management, claims administration, and loss control services to public-entity insurance pools (JIFs). Directly comparable JIF/government-pool service model to J.A. Montgomery's Safety Director offerings.
• Conner Strong & Buckelew: Parent-affiliate insurance and benefits brokerage that distributes J.A. Montgomery's risk control and forensic services. Most directly comparable as the channel partner and ecosystem equivalent in the NJ public-entity risk market.
• Eisner Advisory Group (EisnerAmper): Accounting and advisory firm with a forensics and valuation practice serving public entities, insurance claims, and litigation matters. Comparable technical depth in insurance claim quantification and expert testimony.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about J.A. Montgomery Consulting