Experience

    • Jackson National Life Insurance in its agreements to reinsure John Hancock Life Insurance’s Group Payout Annuity business.
    • Dealer Tire in a significant investment by Bain Capital Private Equity.
    • NJRetina in the formation of a strategic affiliation with NJEye and Quad-C Management.
    • Wilton Re in its agreements to reinsure legacy comprehensive and nursing home long-term care insurance policies from Bankers Life and Casualty.
    • Clayton, Dubilier & Rice in its joint investment with Cardinal Health in naviHealth, the largest manager of post-acute benefits for health plans and a leading value-based care partner to health systems and providers.
    • Guardian Life Insurance in the establishment of its $3 billion global funding agreement-backed debt issuance program, including its inaugural offering of $500 million offering of funding agreement-backed fixed rate notes due 2021.
    • The Guardian Life Insurance Company of America in an exchange offer for $250 million of its outstanding 7.375% Surplus Notes due 2039 for 4.850% Surplus Notes due.
    • Dealer Tire in its significant investment in SimpleTire.
    • TPG Capital and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
    • TPG Capital and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
    • Time Inc. in its $2.8 billion sale to Meredith.
    • 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.
    • OppenheimerFunds in a joint venture with The Carlyle Group, which will provide global private credit opportunities for the wealth market.
    • CoAdvantage, a portfolio company of Morgan Stanley Private Equity, in its acquisition of Progressive Employer Management Company.
    • Special Committee of the Board of Directors of BGC Partners in BGC Partners’ acquisition of Berkeley Point Financial, a leading commercial real estate finance company.
    • Polyus in a public offering of shares and depositary receipts pursuant to Regulation S/Rule 144A and listing of depositary receipts on the LSE.
    • Two investors in their joint acquisition of Chesapeake Asset Management, a New York-based investment advisor.
    • RWL Water in the merger by acquisition of Emefcy Group and RWL Water.
    • A secondaries investor as the lead investor in the recapitalization of two “end-of-life” funds, sponsored by the same manager, in a merger transaction designed to offer liquidity to existing investors.
    • Morgan Stanley Investment Management in the formation of North Haven Capital Partners VI, a $1.5 billion global buyout fund.
    • Morgan Stanley Private Equity in the financing aspects of its acquisition of Cadence Education, a leading provider of early childhood education.
    • HarbourVest Partners in its secondary acquisition of limited partnership interests from multiple sellers in funds managed by Indigo Capital Partners.
    • Dealer Tire in its sale of the assets of Dealer Tire Canada to Groupe Touchette.
    • International Paper in its $2.2 billion acquisition of Weyerhaeuser’s pulp business.
    • Nestlé Skin Health in its $1 billion acquisition of Guthy Renker’s worldwide Proactiv business, the world’s leading non-prescription acne brand.

Education

  • Harvard Law School, 2015, J.D.
  • Beth Medrash Govoha, 2010, Bachelor of Talmudic Studies