Experience

  • U.S. Life Insurance and Annuity Transactions

    • Blackstone Group’s Tactical Opportunities Group in the acquisition of Philadelphia Financial Group from Tiptree Financial.
    • Protective Life in its $5.7 billion acquisition of TSE-listed Dai-ichi Life.
    • Forethought Financial Group in its cash merger with a subsidiary of Global Atlantic Financial Group.
    • Resolution Life Holdings in its $600 million acquisition of Lincoln Benefit Life Company from Allstate Life Insurance Company.
    • Goldman Sachs and Global Atlantic in the separation of Goldman Sachs’ insurance and reinsurance businesses from Goldman Sachs.
    • Global Atlantic Financial Group in its acquisition of the life insurance business of Aviva USA.
    • AXA Financial in the $1.06 billion sale of MONY Life Insurance Company and reinsurance of an in-force book of life insurance policies to Protective Life Insurance Company.
    • Sun Life Financial in the $1.35 billion sale of certain of its US subsidiaries.
    • Prudential Financial in its acquisition of The Hartford’s Individual Life Insurance business.
    • Prudential Financial in pension de-risking transactions involving the sale of group annuity contracts to the pension plans of Verizon, Motorola Solutions, Bristol-Myers Squibb and General Motors.
    • Forethought Financial in the acquisition of the individual annuity platform of The Hartford Financial Services Group.
    • Pan-American Life Insurance in its acquisition of select businesses and assets from MetLife in the Caribbean, Panama and Costa Rica.
    • Harbinger Group in its $350 million acquisition of Old Mutual U.S. Life Holdings.
    • Sun Life Financial and Sun Life Assurance Company of Canada in Sun Life’s sale of its life reinsurance business to Berkshire Hathaway Life Insurance Company of Nebraska.
    • Protective Life Insurance Company in the $628.1 million acquisition, together with Athene Holding Ltd., of Liberty Life Insurance Company, the U.S. life insurance and annuity business of Royal Bank of Canada, and its $316 million acquisition of United Investors Life Insurance Company from Torchmark Corporation.
    • Swiss Re Life & Health in its $1.3 billion US individual life retrocession transaction with Berkshire Hathaway and a $1.0 billion XXX financing.
    • Hannover Re in its acquisition of ING individual life reinsurance business from Scottish Re and a $500 million XXX financing.
    • Merrill Lynch in its $1.3 billion sale of Merrill Lynch Life Insurance Company and ML Life Insurance Company of New York to AEGON, and the formation of a strategic business relationship with AEGON.
  • U.S. Property & Casualty Insurance Transactions

    • Liberty Mutual Insurance in the sale of Summit Holdings Southeast and its related companies to American Financial Group.
    • Third Point Re in its $317 million initial public offering of common stock.
    • Bank of America Merrill Lynch as financial advisor to Nationwide Financial in its $760 million merger with Harleysville Mutual.
    • Macquarie Capital as financial advisor to Erie Indemnity Company in its sale of three wholly owned property and casualty subsidiaries to the Erie Insurance Exchange.
    • Liberty Mutual in its $6.2 billion acquisition of Safeco Corporation.
    • Liberty Mutual in its $2.7 billion acquisition of Ohio Casualty Group.
    • The special committee of Tower Group’s board of directors in Tower’s $530 million acquisition of CastlePoint Holdings.
    • Cerberus Capital Management in the insurance aspects of its $14 billion acquisition of GMAC and $7.4 billion acquisition of Chrysler Group and related financial services business from Daimler Chrysler.
    • Prudential Financial in the four-part sale of its personal lines property and casualty insurance business.
  • Cross-Border Transactions

    • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a US life insurance and reinsurance provider.
    • Assurant in its investment in Iké Asistencia, a services assistance business with operations in Mexico and other countries in Latin America.
    • Berkshire Hathaway in its €600 million purchase, via reinsurance, of the cash flows of a block of life insurance business from CaixaBank.
    • A subsidiary of Berkshire Hathaway in its acquisition of Hartford Life International Limited, an Irish domiciled variable annuity writer, for approximately $285 million.
    • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
    • Goldman Sachs Reinsurance Group in its acquisition of the Bermuda-based reinsurance operations of Ariel Holdings.
    • Third Point in connection with the formation and initial capitalization of Third Point Reinsurance Ltd.
    • MassMutual in the sale of its interest in its Taiwan-based affiliate, MassMutual Mercuries Life Insurance Co.
    • MBIA Insurance Corporation in its acquisition of the shares of Channel Re Holdings Ltd., a Bermuda monoline reinsurance company, held by non-MBIA shareholders.
    • American International Group in its sale of AIG Life Insurance Company of Canada to BMO Financial Group.
    • Prudential Financial in its acquisition of Kyoei Life Insurance Company in one of the first major investments by a US life insurance company in the Japanese market.
  • Insurance Financing Representations

    • Paulson & Co. in its $77.9 million purchase from Conseco of 16.4 million common shares and warrants to purchase 5.0 million common shares.
    • Swiss Re Life & Health in its $1.5 billion letter of credit-based XXX financing with JP Morgan.
    • Prudential Financial in the financing of AXXX and XXX reserves.
    • MBIA, Inc. in a $1 billion investment by Warburg Pincus and a $1.15 billion public equity offering.
    • MBIA Insurance Corporation in its $1 billion surplus note offering.
    • Hartford Life in a $1.4 billion letter of credit-based AXXX financing.
    • Prudential Financial in a $3 billion privately placed XXX financing.
    • Swiss Re Life & Health and its subsidiary Reassure America Life Insurance Company in an “embedded value” securitization transaction.
    • Goldman Sachs as an initial purchaser in the “Orkney I” XXX financing.

Education

  • Harvard Law School, 1988, J.D.
  • Harvard University, 1985, A.B.

Languages

  • English