These past engagements are representative of the range of services provided:
Raised capital from the insurance industry on behalf of alternative investment funds
Helped found a new managing general agency including sourcing both hard capital for operations and insurance company risk capital. Remains an ongoing advisor to the company.
Raised equity and debt capital for new specialty ventures
Raised capital for a management buyout of an insurance services business
Raised operating equity capital for a new global macro hedge fund
Advised private equity firms on the acquisition of property and casualty and life insurance companies
Advised on the formation of a joint venture third party liability modeling firm
Advised a major reinsurer on investment strategy in insurance-linked securities
Facilitated access to insurance and reinsurance companies on behalf of insurance technology company
Structured and arranged soft capital for a specialty Bermudian reinsurer
Sourced annuity blocks from life insurance companies for annuity reinsurers
Expert witness in a catastrophe bond arbitration on behalf of investors