Representative List of Assignments

 

We have “touched” hundreds projects over the years. The following is a representative sample.

  • Advise on the merger of two organizations resulting in the formation of one of the nations ten largest Wholesale Brokers.
  • Advised on the sale of Transportation MGA
  • Advised investor group on strategic investment in program manager
  • Advised a retail broker on valuation issues and related perpetuation planning.
  • Advised a wholesale broker on valuation issues and related perpetuation planning.
  • Advised a Benefits Consultant on general corporate planning and strategic options.
  • Advised a public company on "fair value" in a "related party" transaction in the retail insurance distribution space.
  • Advised on the sale of a program oriented Managing General Agent to a Property/Casualty company wanting to build its U.S. presence.
  • Advised on the sale a reinsurance broker to a competitor.
  • Advised on the sale DIC oriented Managing General Agent to an insurance holding company wanting to enter the space.
  • Assisted a Risk Purchasing Group and its Attorney in Fact through an ownership transfer.
  • Advised a public company on the "fairness" of a distribution agreement with a "related party".
  • Advised a public company on capital structure, leverage and related Rating Agency issues.