Experience

    • Clayton, Dubilier & Rice in its acquisition, together with Stone Point Capital, of Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, at an enterprise value of $15.5 billion.
    • Prosperity Life Group, an innovative insurance, reinsurance, and asset management company, in its acquisition of National Western in a transaction valued at approximately $1.9 billion.
    • Prudential Financial in the formation of Prismic Life Reinsurance, a licensed Class E Bermuda-based life and annuity reinsurance company.
    • Glendower Capital in the formation of its Secondary Opportunities Fund V, a $5.8 billion global secondary private equity fund.
    • Rithm in its acquisition of Sculptor Capital Management, a multi-strategy hedge fund manager, in a transaction valued at approximately $639 million.
    • M&T Bank Corporation in the sale of its Collective Investment Trust business to Madison Dearborn Partners.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its acquisition of and $500 million capital contribution to Ohio National, as part of Ohio National’s demutualization process.
    • Atlas Merchant Capital in its investment in and strategic partnership with MarshBerry, a boutique investment banking and consulting firm.
    • Mizuho, a leading global bank, in its acquisition of Capstone Partners, a leading middle-market placement agent.
    • Canaccord Genuity Group, an independent, full-service financial services firm, in its acquisition of Sawaya Partners, an independent M&A advisory firm.
    • 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.
    • MassMutual in its $3.5 billion acquisition of Great American Life, a wholly owned subsidiary of American Financial Group.
    • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.

Education

  • Harvard Law School, 2001, J.D.
  • Stanford University, 1989, B.A.
  • Stanford University, 1989, M.A.