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M&A Advisory


  • Advisor on the sale of a Medicare supplement insurance company


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Attorney General in the State of Delaware
  • Advised on the Highmark affiliation with Blue Cross Shield of Delaware                                                                                   

  • Advised on the sponsored conversion of CareFirst by Wellpoint    Transaction Value: $1.3 billion

Attorney General of the State of North Carolina
  • Advised on the proposed conversion and IPO of Blue Cross Blue Shield of North Carolina                                                    IPO Amount: $500 million

Insurance Commissioner in the State of Indiana
  • Advised on the demutualization and IPO of Anthem                        IPO Amount: $2.0 billion                                                      

  • Advised on the merger of State Auto Mutual with Meridian Mutual    Transaction Value:  $102 million

Insurance Commissioner in the State of New Jersey
  • Advised on the demutualization and IPO of Prudential Insurance Company of America                                                      IPO Amount: $3.5 billion

Strategic Advisory &/Or Expert Testimony


  • Testified in Bankruptcy Court as to the valuation of Conseco's insurance subsidiaries and advised the Special Committee of Trust Originated Preferred Debt Holders of Conseco                     Transaction Value: $5.2 billion

Mutual Service Life
  • Advised on the sponsored demutualization by Country Life Insurance Company

Security Mutual Service Life
  • Advised Security Mutual Life Insurance on the proposed sponsored demutualization by Ohio National Life Insurance Company

  • Advised on the disposal of its Spanish life insurance operations to Liberty Mutual

BrickStreet Insurance Company
  • Advised on the insurance investment portfolio and made strategic recommendations to the Board

Other Strategic Advisory
  • Sale of Integon Insurance Company to GMAC Financial (USA)                                                                                                   

  • Sale of Kiln Capital (UK)


Allianz Eurasia

Advised on expansion strategy of medical clinics in Russia:

  • Prepared the financial models and sensitivity scenarios for the project                                                                                   

  • Reviewed and made recommendations for the private equity placement memorandum                                               

  • Provided guidance in the due diligence process with a number of potential investors including the IFC

Other Recapitalizations 
  • IPO of ESG Re Limited (Germany)                                              

  • Rights Offerings of PartnerRe (Bermuda)                                 

  • Capitalization of two new companies:

    • CarLand (UK)​

    • Nordic Direct (Norway)                                                         

  • Marketing and placement of a $300 million private equity fund (USA)​

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