Experience

    • Covéa in its $9 billion acquisition of Partner Re, the largest deal in the insurance sector in 2021.
    • PGIM in its acquisition of Montana Capital Partners, a European-based private equity secondaries asset manager.
    • Prudential Financial in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
    • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
    • Covéa in its $750m investment in Lorenz Re, a Bermuda reinsurance company established to enable PartnerRe to participate in the investor backed collateralized reinsurance market.
    • Prudential in its sale of Prudential of Taiwan to Taishin Financial.
    • Prudential Financial in its $1.9 billion sale of Prudential Life Insurance of Korea to KB Financial Group.
    • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
    • AXA and AXA Equitable Holdings on the initial public offering of AXA Equitable Holdings on the New York Stock Exchange for approximately $4 billion, and AXA Equitable Holdings in its offering and sale of $3.8 billion of senior notes.
    • AXA in its acquisition of Bermuda-based XL/Catlin Group for $15.3 billion in connection with insurance M&A and regulatory matters.
    • Prudential Financial in its minority stake investment in Peak Reinsurance.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.
    • AmTrust Financial Services in a strategic transaction with Madison Dearborn for a portion of AmTrust’s U.S. fee businesses valued at $1.15 billion.
    • Prudential Financial in its life insurance joint venture with CT Corp in Indonesia.
    • Prudential Financial, as the primary investor in LeapFrog Strategic African Investments (LSAI), in LSAI’s $180 million investment in Ghanaian financial services market leader Enterprise Group.
    • American International Group in several transactions with Fairfax Financial, a leading global property and casualty insurer and reinsurer, as part of a strategic partnership in 12 jurisdictions across Latin America, Central and Eastern Europe.
    • AmTrust Financial Services in its $219 million acquisition of ANV Holding, a Lloyd's platform.
    • Prudential Financial in the acquisition by its subsidiary, Prudential do Brasil Seguros de Vida of the group life insurance operations of Itaú Unibanco in Brazil.
    • Prudential Financial in its $350 million partnership with LeapFrog Investments, targeting investments in life insurance companies in Africa.
    • Anbang Insurance Group in its proposed $1.6 billion acquisition of Fidelity & Guaranty Life. (Terminated)
    • AXA in its agreement with SulAmérica to acquire 100% of its Large Industrial and Commercial risks insurance business in Brazil.
    • Prudential Financial in its acquisition of a 40% interest in Administradora de Fondos de Pensiones Habitat, a leading provider of retirement services in Chile, for a total purchase price of approximately $550 million.
    • AXA in the sale of its mandatory pension business in Hong Kong to the Principal Financial Group.
    • Zurich Insurance in the sale of Zurich Russia's general insurance business to Olma and the restructuring of its Russian global corporate business.
    • American International Group in the $7.6 billion sale of its 100% interest in International Lease Finance Corporation to NYSE-listed AerCap Holdings N.V.
    • AXA in its acquisition of 51% of Mercantil Colpatria’s insurance operations in Colombia for COP 672 billion.
    • Global Atlantic, a retirement and life insurance company, in its acquisition of the life insurance business of Aviva USA.
    • Goldman Sachs in the formation, separation and disposition of Global Atlantic Financial Group.
    • Prudential Financial in its acquisition of The Hartford’s Individual Life Insurance business.
    • New York Life Insurance Company in the sale of its Mexico surety subsidiary, Fianzas Monterrey, to ACE Group, for about $285 million.
    • Prudential Financial in the sale of its real estate brokerage and relocation business to Brookfield Residential Property Services.
    • Prudential Financial in its sale of Afore XXI, a Mexican private pension manager, to Banorte.
    • American International Group in its $2.16 billion sale of its 97% interest in Nan Shan Life Insurance Company to Ruen Chen Investment Holding Co. and Pou Chen Corporation.
    • Harbinger Group in its $350 million acquisition of Old Mutual U.S. Life Holdings.
    • American International Group in the tender offer by Chartis Japan Capital to acquire the remaining shares of Fuji Fire and Marine Insurance Co.
    • Prudential Financial in its strategic cooperation with Fosun Group, China’s leading private investment company, to establish a $600 million private equity fund and a related joint venture in the PRC.
    • American International Group and AIA Group in AIA’s spin-off from AIG and $20.51 billion initial public offering and listing in Hong Kong, constituting the largest IPO in Hong Kong’s history and the world’s largest IPO in the insurance sector.
    • American International Group in the proposed sale of AIA Group Limited to Prudential plc for $35.5 billion. (Terminated)
    • Prudential Financial in the $425 million sale of its South Korean investment and fund management business, Prudential Investment & Securities Co. Ltd. and Prudential Asset Management Co., to Hanwha Securities Co.
    • Prudential Financial in its $4.5 billion sale of a noncontrolling interest in its joint brokerage venture, Wells Fargo Advisors, to Wells Fargo.
    • American International Group (AIG) and American International Assurance Company in AIG's agreement with the Federal Reserve Bank of New York to reduce the debt AIG owes the FRBNY by $25 billion and position AIA and American Life Insurance Company for initial public offerings.
    • American International Group in its proposed $2.2 billion sale of Nan Shan Life Insurance Company, Ltd., the Taiwan life insurance company, to Primus Financial Holdings Limited and China Strategic Holdings Limited. This transaction was named “Deal of the Year” by Asian Counsel.
    • AXA Group in its $1.5 billion acquisition of ING Seguros, the Mexican insurance subsidiary of ING Groep.
    • Prudential Financial in Prudential’s participation as the strategic investor in a consortium with Carlyle that purchased 24.9% of China Pacific Life Insurance Co., a leading Chinese life insurance company.
    • Prudential Financial in the combination of its retail securities business, Prudential Securities with Wachovia Securities to create the third largest brokerage firm in the United States, and subsequent matters related to the joint venture.
    • Bank of New York in its acquisition of an 80% interest in Alcentra Group, a UK-based sub-investment grade debt advisor and sponsor of collateralized debt funds.
    • Prudential Financial in its acquisition of Aoba Life Insurance, a Japanese life insurance company.
    • Prudential Financial in the sale of its Mexican asset management business to Grupo Actinver.
    • Prudential Financial in the acquisition of a 50% interest in Afore XXI, a Mexican private pension manager.
    • American International Group in the acquisition of Central Insurance Co., a Taiwan property and casualty insurance company, in the first “going private” transaction in the financial services sector in Taiwan.
    • Prudential Financial in its strategic partnership with GAP Asset Management of Brazil.
    • Prudential Financial in its acquisition of the 50% interest it did not already own in Prudential-Bradesco Seguros, a Brazilian insurance joint venture between Prudential Financial and Bradesco Seguros.
    • Bank of New York in its acquisition of Urdang Capital Management, a real estate investment advisor and sponsor of real estate funds, from Urdang’s management and other owners.
    • Prudential Financial in the sale of PRICOA Property Investment Management Limited, part of its real estate and investment advisory business in Europe, in a management buyout.

Education

  • Georgetown University Law Center, 1982, J.D.
  • Villanova University, 1979, B.S.

Languages

  • English