Experience

    • Everest Group in its strategic agreement for Ryan Specialty to acquire certain assets of Everest’s EverSports and Entertainment Insurance business, an MGU serving customers in the Sports, Leisure, and Entertainment market.
    • Dover Corporation in its $395 million acquisition of Marshall Excelsior, a provider of mission-critical cryogenic and flow control components.
    • Pactiv Evergreen in the sale of its Pine Bluff, Arkansas, paper mill and Waynesville, North Carolina, extrusion facility, to Suzano.
    • Valenz Health, a Kelso & Company portfolio company and platform of integrated cost containment and payment integrity solutions, in its acquisition of Healthcare Bluebook, a healthcare cost and quality navigation platform.
    • Corebridge Financial in AIG’s $3.4 billion sale of Corebridge common stock to Nippon Life Insurance Company.
    • 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.
    • Kelso & Company and its portfolio company, BradyIFS, in the merger of BradyIFS and Envoy Solutions, which includes a new strategic and financial partnership with Warburg Pincus and its affiliate funds.
    • Ascent, a global leading provider of expedited, time-critical logistics solutions and other transportation services, in its sale to affiliates of H.I.G.
    • Kelso & Company in its investment in Valenz.
    • American International Group and Corebridge Financial in AIG’s secondary public offering of 74.75 million shares of Corebridge Financial common stock at $16.25 per share.
    • INDICOR, a Clayton, Dubilier & Rice portfolio company, in the $670 million sale of its Compressor Controls Corporation division, a leading provider of turbomachinery control and optimization solutions, to Honeywell.
    • Brookfield Reinsurance in its acquisition of Argo in a transaction valued at approximately $1.1 billion.
    • Inovar Packaging Group in its acquisition of Cimarron Label and Western Printing, a label printing provider.
    • American International Group and Corebridge Financial, a majority-owned subsidiary of American International Group, in the initial public offering of Corebridge Financial.
    • Wilton Re, a majority-owned reinsurance company of CPP Investments, in its sale of Ivari, a Toronto-based life insurance company, to Sagicor Financial Company.
    • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory services.
    • Clayton, Dubilier & Rice in its acquisition of a majority stake in the industrial businesses of Roper Technologies, which operates market-leading businesses that design and develop vertical software and application-specific products, in a transaction valued at $3.7 billion.
    • Kelso & Company and its portfolio company, Eagle Family Foods Group, in their acquisition of General Mills’ Helper main meals and Suddenly Salad side dishes businesses, in a transaction valued at approximately $610 million.
    • Kelso & Company in its acquisition of a majority interest in Inovar Packaging Group, a full-service provider of pressure sensitive labels, shrink sleeves and flexibles for a wide range of industries.
    • Dover Corporation in its $225 million acquisition of Malema, a designer and manufacturer of flow-measurement and control instruments for the biopharmaceutical, semiconductor, and industrial sectors.
    • Carlyle in its $2.1 billion capital raise and equity investment in Fortitude Re and the formation of a strategic advisory services agreement.
    • Dover Corporation, a diversified global manufacturer and global services provider, in its $631 million acquisition of Engineered Controls International.
    • Canaccord Genuity Group, an independent, full-service financial services firm, in its acquisition of Sawaya Partners, an independent M&A advisory firm.
    • Fortitude Re, a Carlyle portfolio company, in its acquisition of a $31 billion block of legacy variable annuities from Prudential Financial for a total transaction value of $2.2 billion.
    • Pactiv Evergreen in its $380 million acquisition of Fabri-Kal, a U.S. manufacturer of foodservice and custom thermoformed plastic packaging solutions.
    • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
    • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
    • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Feeney Utility Services Group.
    • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
    • Kelso & Company in its investment in Inmark.
    • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
    • Carlyle as a lead investor in the $1 billion launch of Vantage Group, a new re/insurance entity and its wholly owned subsidiary, Vantage Risk, a new property catastrophe reinsurance provider.
    • Precision Medical Group in its $2.4 billion sale to Blackstone.
    • Kelso & Company, as part of a consortium with Arch Capital Group and Warburg Pincus, in the $700 million acquisition of Watford Holdings, a global property and casualty insurance and reinsurance company.
    • Cornerstone Building Brands in the pricing of its $500 million offering of 6.125% unsecured senior notes due 2029.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Otis Eastern Service.
    • Roadrunner Transportation in the sale of its Prime Distribution Services business to C.H. Robinson.
    • Emergent Cold Storage, an Elliott Management portfolio company, in its sale to Lineage Logistics, the world’s largest refrigerated-storage company by space.
    • J.C. Flowers and AmeriLife Group in the sale of AmeriLife to Thomas H. Lee Partners.
    • Carlyle in its $1.8 billion acquisition, with T&D Holdings, of a majority interest in Fortitude Re.
    • Clayton, Dubilier & Rice in its acquisition of Cynosure, a leader in medical aesthetics systems and technologies, from Hologic, a NASDAQ listed medical technology company primarily focused on women’s health.
    • InterXion in its combination with Digital Realty, valuing InterXion at $8.4 billion.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
    • Amazon as strategic partner to Yankee Global Enterprises in the acquisition of the YES Network from The Walt Disney Company at a total enterprise value of $3.47 billion.
    • Pernod Ricard in its $223 million acquisition of Castle Brands.
    • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • Prosperity Life Insurance in its sale to an investor group led by Elliott Management.
    • Nationstar Mortgage, a leading mortgage servicer and originator, in its $3.8 billion merger with WMIH.
    • Clayton, Dubilier & Rice in its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.

Education

  • University of North Carolina at Chapel Hill, 1995, B.S.
  • University of North Carolina at Chapel Hill, 1996, Master of Accounting
  • University of Virginia School of Law, 2006, J.D.