Experience

  • Mergers & Acquisitions

    • Resolution Life in its AUS$3.3 billion acquisition of AMP Life in Australia and New Zealand.
    • Resolution Re in the reinsurance of structured settlement annuity contracts and income annuity contracts from Symetra Life Insurance Company.
    • The Carlyle Group in its strategic partnership with AIG to position DSA Re as a platform to provide solutions for insurance liabilities globally.
    • LKCM Headwater Investments in its investment in a Texas-domiciled life insurer with a sole focus on the structured settlement market.
    • Prosperity Life Insurance in its sale to an investor group.
    • Assured Guaranty in its acquisition of a minority interest in Rubicon Infrastructure Advisors.
    • The CF Corporation and The Blackstone Group in the $1.835 billion acquisition of Fidelity & Guaranty Life.
    • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
    • American International Group in the sale of its medical stop-loss operations to Tokio Marine HCC.
    • Kelso & Company in its investment in Premia Holdings, a newly-formed property and casualty insurance and reinsurance group focused on providing runoff solutions.
    • Canada Pension Plan Investment Board in its $1.1 billion acquisition of Ascot from American International Group.
    • Clayton, Dubilier & Rice in its acquisition of Tranzact Holdings, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the U.S., from White Mountains Insurance Group.
    • Swiss Re Corporate Solutions in its $153 million acquisition of IHC Risk Solutions and its direct employer stop loss business from Independence Holding Company.
    • 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.
    • American International Group in the sale of its Taiwan consumer and SME businesses to Nan Shan Life Insurance in Taiwan.
    • Catlin Group Limited in its sale to XL Group for approximately £2.79 billion. The combined business is expected to have a leading presence in the global specialty insurance and reinsurance markets.
    • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a U.S. life insurance and reinsurance provider.
    • GreyCastle Holdings in its $570 million acquisition, backed by a consortium of investors, of the run-off Life Reinsurance operations of XL Group.
    • Liberty Mutual Insurance in the sale of Summit Holdings Southeast and its related companies to American Financial Group.
    • A subsidiary of Berkshire Hathaway in its acquisition of Hartford Life International Limited, an Irish domiciled variable annuity writer, for approximately $285 million.
    • Berkshire Hathaway in its $778 million acquisition of future cash flow from Caixa Bank’s life insurance portfolio.
    • Strongwood Insurance Holdings in its sale of Sequoia Insurance Company, Personal Express Insurance Company, Sequoia Indemnity Company and certain other subsidiaries to Amtrust Financial Services.
    • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
    • American International Group in the restructuring of Chartis' interest in PICC and a cornerstone investment in PICC's Hong Kong initial public offering.
    • Goldman Sachs Reinsurance Group in its acquisition of the Bermuda-based reinsurance operations of Ariel Holdings.
    • 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.
    • Protective Life Insurance Company in its $316 million acquisition of United Investors Life Insurance Company from Liberty National Life Insurance Company, a unit of Torchmark.
    • Tower Group in its $107 million acquisition of Specialty Underwriters’ Alliance.
  • Pension Risk Transfers

    • The Prudential Insurance Company of America in the sale of a group annuity contract to The Hartford to reduce The Hartford’s pension obligation by $1.6 billion.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to WestRock Company to reduce WestRock’s pension obligation by $2.5 billion.
    • Prudential Insurance Company of America in the sale of a group annuity to JCPenney to reduce JCPenney’s pension liabilities.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to the U.S. subsidiary of Royal Philips as part of an overall transaction that will reduce Philips’ pension liabilities by $1.1 billion.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to Kimberly-Clark Corporation.
    • Prudential Financial in the sale of a group annuity contract to a leading pharmaceutical company to settle $1.4 billion of pension liabilities by providing future annuity payments to approximately 8,000 retirees.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to The Timken Company to pay future pension benefits for approximately 5,000 U.S. Timken retirees.
    • The Prudential Insurance Company of America in the sale to a Motorola Solutions retirement plan of a group annuity contract that will provide annuity payments for approximately 30,000 Motorola salaried retirees as part of Motorola's plan to reduce pension obligations by $3 billion.
    • Prudential Financial in the sale of a single premium group annuity contract to the Verizon Management Pension Plan to settle approximately $7.5 billion of pension liabilities of the Plan by providing future annuity payments to approximately 41,000 members of the Verizon Management Pension Plan.
    • Prudential in the sale to a General Motors retirement plan of a group annuity contract that will provide annuity payments for certain GM salaried retirees as part of GM's plan to reduce pension obligations by approximately $26 billion.
  • Financing and Securities Offerings

    • A major insurance company in its $250 million reserve financing.
    • Prudential Financial in multiple AXXX and XXX reserve financings.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to Kimberly-Clark Corporation.
    • A major U.S. reinsurer in its $400 million reserve financing.
    • Swiss Reinsurance Company in its “Sector Re” structured reinsurance sidecar program.
    • Prudential Financial in the restructuring of its closed block business, including the repurchase of its Class B stock and reinsurance of substantially all of the outstanding liabilities of the closed block business to an affiliated reinsurer.
    • Resolution Life in its formation and initial capitalization, related to its $587 million acquisition of Lincoln Benefit Life Company from Allstate Life Insurance Company, which included reserve financing, a reinsurance facility and bank debt.
    • Global Atlantic Financial Group in its acquisition of the life insurance business of Aviva USA.
    • Swiss Re Life & Health in its $1.3 billion U.S. individual life retrocession transaction with Berkshire Hathaway and a $1.0 billion XXX financing.
    • Swiss Re Life & Health in its $1.5 billion letter of credit-based XXX financing with JP Morgan.

Education

  • University of Pennsylvania Law School, 2005, J.D.
  • Bucknell University, 2002, B.A.