Emerald Insurance Advisors

7 clients: Emerald Maritime Development, Onyx Civic Systems, Aqua Ventures +4 more · USLI

Open Pipeline

$10.3M

5 open

Expected Value

$49K

P(Pursue)×P(Win)×Value

Win Rate

18%

2W / 3L

Won Revenue

2 deals won

Avg P(Pursue)

71%

Avg Pwin A

27%

Avg Pwin B

Service Lines

Pipeline by Stage

Value by Service Line

Assurance

Tax

Consulting

SaT

Key People

Romero DieterRomero AngelaSchäfer ScottFischer OlivierRoberts AndreaTaylor MarcelVargas Ming

All Opportunities (16)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Multi-Phase Performance Management Architecture (Revised) Onyx Civic Systems	IdentifyDeclined	$1.4M	30%	--	--	--	Consulting	Romero Angela	Mar 14, 2025
Comprehensive Asset Management Workshop (Revised) Onyx Civic Systems	PursueDeclined	$1.3M	75%	--	--	--	Consulting	Romero Angela	Jun 27, 2024
Cross-Functional Market Entry Framework Onyx Civic Systems	ClosingLost	$1.0M	75%	--	--	--	Consulting	Schäfer Scott	Aug 19, 2025
Unified Revenue Assurance Workshop - Pilot Onyx Civic Systems	ClosingLost	$0	75%	--	--	--	Consulting	Schäfer Scott	Aug 19, 2025
Strategic Cybersecurity Workshop - Extension Onyx Civic Systems	IdentifyDeclined	$15.0M	25%	--	--	--	Consulting	Fischer Olivier	Dec 18, 2025
Enhanced Change Management Diagnostic - Phase 2 Onyx Civic Systems	ClosingLost	$919K	75%	--	--	--	Consulting	Schäfer Scott	Aug 19, 2025
Integrated ERP Implementation Enhancement - Phase 2 Onyx Civic Systems	QualifyDeclined	$671K	25%	--	--	--	Consulting	Romero Angela	Jun 27, 2024
Dynamic Workforce Planning Advisory Aqua Ventures	Closing	$10	10%	--	--	--	Consulting	Roberts Andrea	Nov 20, 2025
Holistic Data Analytics Implementation Aqua Ventures	Closing	$10	10%	--	--	--	Consulting	Roberts Andrea	Nov 20, 2025
Unified Change Management Transformation Aqua Ventures	Closing	$10.0M	10%	--	--	--	Assurance	Roberts Andrea	Nov 20, 2025
Sustainable Operations Integration - Renewal Aqua Ventures	Closing	$10	10%	--	--	--	SaT	Roberts Andrea	Nov 20, 2025
High-Impact Customer Experience Diagnostic - Phase 3 Vanguard Worldwide	ClosingWon	$1.7M	50%	--	--	--	Assurance	Taylor Marcel	Aug 26, 2025
Next-Gen Workforce Planning Framework Nexgen Information Alliance	ClosingWon	$650K	100%	--	--	--	Tax	Vargas Ming	Feb 5, 2025
Optimized Regulatory Reporting Migration - Phase 2 Zeta Group	QualifyDeclined	$100K	25%	--	--	--	Tax	Romero Dieter	Dec 8, 2025
Comprehensive Inclusion & Diversity Strategy - Renewal Pathfinder Education Dynamics	IdentifyDeclined	$2.0M	10%	--	--	--	Consulting	Romero Angela	Mar 4, 2024
Modernized IT Infrastructure Workshop Emerald Maritime Development	Qualify	$250K	25%	71%	27%	5%	Tax	Romero Dieter	Jan 29, 2026

GPS Sales and Pipeline

Emerald Insurance Advisors

Key People

All Opportunities (16)