M&A Advisory
Pending
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Advisor on the sale of a Medicare supplement insurance company
Completed
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Advised NGL on its acquisition of Everplans, laying a foundation for NGL to expand to become a digital leader in the insurance and employee benefit landscape (https://www.businesswire.com/news/home/20210125005221/en/NGL-Acquires-Everplans-Laying-a-Foundation-for-Expansion-to-Become-a-Digital-Leader-in-the-Insurance-and-Employee-Benefit-Landscape)
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Advised NGL on the sale of certain closed-block businesses to Prosperity Life Assurance Limited (https://www.businesswire.com/news/home/20200610005793/en/National-Guardian-Life-Insurance-Company-Announces-Agreement)
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Advised NGL on the sale of the student health insurance business to Wellfeet, a Berkshire Hathaway company (https://1337a4d1-c178-4370-bc31-3e61b670f545.filesusr.com/ugd/f6dff3_6da5d20876c34154b351890b65bfb2ac.pdf)
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Advised NGL on the strategic partnership with Insurance Capital Group (https://www.nglic.com/ArticleDetails/ArtMID/2221/ArticleID/221/National-Guardian-Life-Insurance-Company-and-Insurance-Capital-Group-launch-strategic-partnership)
Attorney General in the State of Delaware
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Advised on the Highmark affiliation with Blue Cross Shield of Delaware
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Advised on the sponsored conversion of CareFirst by Wellpoint Transaction Value: $1.3 billion
Attorney General of the State of North Carolina
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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
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Advised on the demutualization and IPO of Anthem IPO Amount: $2.0 billion
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Advised on the merger of State Auto Mutual with Meridian Mutual Transaction Value: $102 million
Insurance Commissioner in the State of New Jersey
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Advised on the demutualization and IPO of Prudential Insurance Company of America IPO Amount: $3.5 billion
Strategic Advisory &/Or Expert Testimony
Conseco
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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
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Advised on the sponsored demutualization by Country Life Insurance Company
Security Mutual Service Life
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Advised Security Mutual Life Insurance on the proposed sponsored demutualization by Ohio National Life Insurance Company
MetLife
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Advised on the disposal of its Spanish life insurance operations to Liberty Mutual
BrickStreet Insurance Company
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Advised on the insurance investment portfolio and made strategic recommendations to the Board
Other Strategic Advisory
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Sale of Integon Insurance Company to GMAC Financial (USA)
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Sale of Kiln Capital (UK)
Recapitalization
Allianz Eurasia
Advised on expansion strategy of medical clinics in Russia:
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Prepared the financial models and sensitivity scenarios for the project
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Reviewed and made recommendations for the private equity placement memorandum
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Provided guidance in the due diligence process with a number of potential investors including the IFC
Other Recapitalizations
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IPO of ESG Re Limited (Germany)
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Rights Offerings of PartnerRe (Bermuda)
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Capitalization of two new companies:
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CarLand (UK)
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Nordic Direct (Norway)
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Marketing and placement of a $300 million private equity fund (USA)