Experience

  • Insurance and Insurance Related M&A

    • Manulife, a Canadian multinational insurance company and financial services provider, in its reinsurance deal with Venerable, a provider of risk transfer solutions to variable annuity issuers, releasing approximately $2 billion in capital.
    • Jackson and Prudential plc in the separation of Jackson through a demerger, in a transaction valued at approximately $2.5 billion and that establishes Jackson as an independent, publicly-traded company.
    • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its $1 billion acquisition of Ohio National, as part of Ohio National’s demutualization process.
    • Aquarian in its acquisition of Pavonia Life Insurance Company of New York from a wholly-owned U.S. subsidiary of Enstar Group Limited.
    • MassMutual in its $3.5 billion acquisition of Great American Life, a wholly owned subsidiary of American Financial Group.
    • Entities managed by Blackstone in the $2.8 billion acquisition of Allstate Life Insurance Company.
    • Unum Group in its agreement to reinsure a substantial portion of its Closed Individual Disability Insurance Block business to a subsidiary of Global Atlantic.
    • Prudential plc and Jackson National in the reinsurance to Athene of $27.6 billion of Jackson’s in-force fixed and fixed index annuities and a $500 million equity investment in Jackson’s holding company.
    • AXA Equitable Holdings in its agreement to sell U.S. Financial Life Insurance Company & MONY Life Insurance Company of the Americas.
    • New York Life in its $6.3 billion acquisition of Cigna’s Group Life and Disability Insurance business.
    • Blackstone’s Tactical Opportunities Group in its strategic minority investment in Annexus, a leading designer of annuities and insurance-based retirement products.
    • Wilton Re in its agreements to reinsure legacy comprehensive and nursing home long-term care insurance policies from Bankers Life and Casualty.
    • 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.
    • 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.
    • A major life insurer in a purchase price adjustment dispute.
    • Wilton Re in its acquisition of Aegon Transamerica’s two largest U.S. run-off businesses.
    • Protective Life in its acquisition by reinsurance of certain in-force blocks of term life insurance from Genworth Life and Annuity Insurance Company.
    • Morgan Stanley, as financial advisor to Symetra Financial Corp, in the $3.8 billion sale of Symetra Financial Corp to Sumitomo Life.
    • Stone Point Capital in its significant equity investment in specialty insurance broker Alliant Insurance Services, with KKR retaining a significant equity investment in the business.
    • Morgan Stanley, as financial advisor to Pan-American Life Mutual Holding Company, in Pan-American Life Mutual Holding Company's merger with Mutual Trust Holding Company.
    • Morgan Stanley, as financial advisor to Endurance Specialty Holdings Ltd, in Endurance Specialty Holdings Ltd's $1.83 billion acquisition of Montpelier Re Holdings Ltd.
    • Protective Life in its $5.7 billion merger with a subsidiary of Dai-ichi Life, a life insurance company listed on the Tokyo stock exchange.
    • Blackstone Group’s Tactical Opportunities Group in the acquisition of Philadelphia Financial Group from Tiptree Financial.
    • 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.
    • Prudential Financial in its acquisition of The Hartford’s Individual Life Insurance business.
    • Protective Life Insurance Company in its $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.
    • Cunningham Lindsey in its recapitalization by CVC Capital Partners.
    • Hannover Re in its acquisition of ING individual life reinsurance business from Scottish Re and a $500 million XXX financing.
    • Strongwood Insurance in its acquisition of Northeast Agencies, a leading aggregator of commercial and personal lines for insurance agencies.
    • Stone Point Capital and Hellman & Friedman in obtaining EU merger control approval for their $1.1 billion acquisition of Sedgwick Claims Management Services, the leading global provider of technology-enabled claims and productivity management solutions.
    • Enstar in its $1.2 billion merger with Castlewood.
  • Reinsurance and Insurance Related Financings

    • AXA in its $4.8 billion reinsurance transaction with Global Atlantic Financial Group.
    • Protective Life Insurance Company in numerous reserve financing facilities.
    • Pacific Life Insurance Company in numerous reserve financing facilities.
    • Assured Guaranty in a $435 million excess-of-loss reinsurance facility designed to address Standard & Poor's revised capital calculations and the subsequent renewal of the facility. (Terminated)
    • An insurance company in a $3.5 billion 30 year letter of credit facility to finance XXX and AXXX reserves.
    • Golden Gate II Captive Insurance, a special purpose financial captive insurance subsidiary of Protective Life Insurance Company in its issuance of floating rate surplus notes to fund AXXX

Education

  • Harvard Law School, 2005, J.D.
  • University of Pennsylvania, 2001, B.A.