Experience

    • Prudential in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • Blackstone's Tactical Opportunities Group in its investment in SUNZ Holdings, a leading provider of workers compensation insurance and related services such as claims administration, policy administration, and customer support.
    • Ambac Financial Group, a financial services holding company, in its acquisition of Xchange Benefits and Xchange Affinity Underwriting Agency, property and casualty managing general underwriters.
    • Cornell Capital and Hudson Structured Capital Management in their acquisition of a majority interest in Vault Insurance.
    • Cornell Capital and its portfolio company Spectrum Automotive Holdings in their acquisition of CARS Protection Plus, a leading provider of vehicle service contracts.
    • Elliott Management in the restructuring of Windstream Holdings, a leading communications and software company.
    • Blackstone’s Tactical Opportunities Group in its strategic minority investment in Annexus, a leading designer of annuities and insurance-based retirement products.
    • Morgan Stanley Private Equity in its acquisition of Manna Pro, a leading producer of nutritional supplements and other animal products, from The Carlyle Group.

Education

  • University of Virginia School of Law, 2009, J.D.
  • Brigham Young University, 2005, B.A.