• Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.
    • The Carlyle Group in its strategic partnership with AIG to position DSA Re as a platform to provide solutions for insurance liabilities globally.
    • MAPFRE Insurance in its agreement to provide Safeco Insurance the opportunity to underwrite its personal lines policies in the states of Indiana, Kentucky and Tennessee.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.
    • 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.
    • American International Group in the sale of its medical stop-loss operations to Tokio Marine HCC.
    • Canada Pension Plan Investment Board in its $1.1 billion acquisition of Ascot from American International Group.
    • J.P. Morgan Securities and Morgan Stanley as financial advisors to American International Group in its $3.4 billion sale of United Guaranty Corporation, the leading private mortgage insurance company in the United States, to Arch Capital 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.
    • Protective Life in its acquisition by reinsurance of certain in-force blocks of term life insurance from Genworth Life and Annuity Insurance Company.
    • Sun Life Financial in its $975 million acquisition of Assurant’s Employee Benefits business.
    • 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.
    • HC2 Holdings in its acquisition of American Financial Group’s long-term care businesses.
    • Morgan Stanley as financial advisor to Pan-American Life Mutual Holding Company in its merger with Mutual Trust Holding Company.
    • Harbinger Group and its subsidiary Front Street Re, in the acquisition of Ability Re by way of a merger of Ability Re with and into Front Street Re, with Front Street Re as the surviving entity.
    • Prudential Financial in its acquisition of a 40% interest in Administradora de Fondos de Pensiones Habitat, a leading provider of retirement services in Chile, for a total purchase price of approximately $550 million.


  • Harvard Law School, 2009, J.D.
  • Brandeis University, 2005, B.A.