Aegon NV: Represented Aegon NV in the following transactions:
- AIG: Advised Aegon in its purchase of American International Group Inc’s credit life and disability insurance unit.
- Wilton Re US Holding Inc.: Advised Aegon in its deal to sell its two largest U.S. run-off businesses, pursuant to which Aegon's Transamerica life subsidiaries will reinsure $14 billion of liabilities to affiliates of Wilton Re US Holding Inc.
Alleghany Corporation/Berkshire Hathaway: Advised Alleghany Corporation on its proposed $11.6 billion acquisition by Berkshire Hathaway.
Alleghany/Pacific Compensation/CopperPoint: Represented Alleghany Corporation in the $150 million sale of Pacific Compensation Insurance Company, an underwriter of workers' compensation insurance, to CopperPoint Mutual Insurance Company.
Aquiline Capital Partners/Distinguished Programs: Represented Aquiline Capital Partners in its majority investment in Distinguished Programs, a national insurance program manager.
Aquiline/Relation Insurance/Parthenon/Century Equity: Represented Aquiline Capital Partners LLC in its agreement to acquire Relation Insurance Services, one of the largest independent insurance brokers in the United States, from private equity firms Parthenon Capital and Century Equity Partners.
Assurant/The Warranty Group: Represented Assurant, Inc., a premier global provider of risk management solutions, in its $2.5 billion deal to acquire The Warranty Group, a leading global provider of protection plans and related programs.
Centerbridge Partners/Realogy: Represented Centerbridge Partners in its acquisition of a controlling stake in Realogy's title insurance underwriter, as part of a strategic agreement to form a title insurance underwriter joint venture with Realogy.
CVS/Aetna International: Advised CVS and Aetna International on the preferred partnership deal involving Aetna International’s International Private Medical Insurance business outside of the Americas, Thailand and India.
First American Financial Corporation/Mother Lode Holding Company: Represented First American Financial Corporation on its pending acquisition of Mother Lode Holding Company, a provider of title insurance, underwriting and escrow services for real estate transactions with 17 operating subsidiaries throughout the U.S.
HealthMarkets, Inc./UnitedHealth Group: Represented HealthMarkets, Inc. in the sale of its student business to UnitedHealth Group.
Hospitals Insurance Company/FOJP Service Corporation/ The Doctors Company: Advised the sellers in the $650 million sale of Hospitals Insurance Company and FOJP Service Corporation to The Doctors Company.
KKR/Global Atlantic: Represented KKR in its acquisition of retirement and life insurance company Global Atlantic for $4.4 billion.
Liberty Mutual Group Inc.: Represented Liberty Mutual Group Inc. in its sale of the policy renewal rights of its middle market operations in separate parallel transactions to Arthur J. Gallagher & Co., Hub International Ltd and USI Holdings Corporation.
Metlife, Inc./Brighthouse Financial, Inc.: Represented MetLife, Inc. in the separation of its U.S. retail business and its spin-off of Brighthouse Financial, Inc., creating two independent, publicly-traded companies.
Old Mutual plc/Harbinger Capital Partners LLC: Represented Old Mutual plc in its sale of its US life insurance and annuity operations for approximately $350 million to affiliates of Harbinger Capital Partners LLC and in its $535 million Excess Reserve Financing.
Protective Life Corporation/Great-West Life & Annuity Insurance Company: Advised Protective Life Corporation on the $1.2 billion acquisition of Great-West Life & Annuity Insurance Company’s individual life insurance and annuity business.
QBE/Westwood Insurance Agency/BRP Group, Inc.: Represented QBE in its sale of Westwood Insurance Agency to BRP Group, Inc.
Searchlight Capital Partners/Global Risk Partners: Represented Searchlight Capital Partners in its sale of Global Risk Partners, a leading UK-based insurance brokerage business.
Securitas/Ineas, BV: Counseled the Securitas fund in connection with its investment in Amsterdam-based Ineas, Europe's first online pan-European insurance brokerage.
Sixth Street/Resolution Life/Allianz Life: Represented Sixth Street in its agreement alongside Resolution Life to reinsure a $35 billion fixed index annuity portfolio of Allianz Life.
Sixth Street/Talcott Resolution/Principal Financial Group: Represented Sixth Street in its insurance platform Talcott Resolution’s agreement to reinsure $25 billion of liabilities from Principal Financial Group.
Stone Point Capital/SambaSafety: Represented Stone Point Capital in its acquisition of SambaSafety, the market leading provider of mobility risk management technology for auto insurance carriers, brokers and employers.
Truist Insurance Holdings/Constellation Affiliated Partners/RedBird Capital Partners: Represented Truist Insurance Holdings in its acquisition of Constellation Affiliated Partners.
The Wright Risk Group: Represented The Wright Risk Group (f/k/a WRM America), which was formed in 2008 by risk financing and insurance management company Wright Risk Management and by Aquiline Capital Partners, in acquisitions-related transactions with the following companies:
- RMI Consulting: Represented WRM America in its acquisition of the risk management consultants RMI Consulting. Terms were not disclosed.
Velocity Risk/Oaktree Capital Management: Represented Velocity Risk Underwriters, LLC in its acquisition by Oaktree Capital Management, L.P.
Volante Group/Acrisure: Advised Volante Group in its sale of a majority stake to Acrisure.
Weinberg Capital Partners/Résilians: Represented Weinberg Capital Partners on its announced sale of its majority stake in Résilians to Motion Equity Partners.
Zurich Financial Services Group: Represented the Switzerland-based global insurance and financial services company in its transactions with the following companies:
- EuroAmerica: Represented Zurich Insurance Group in its acquisition of the individual and group life insurance businesses and the long-term savings operations of EuroAmerica in Chile.
- Kemper Corporation: Represented Zurich Financial Services Group in its purchase from Insurance Partners the remaining 20 percent interest in Kemper Corporation, which is primarily comprised of the three insurance companies of Zurich Kemper Life (ZKL). With this transaction Kemper Corporation, headquartered in Long Grove, IL, becomes a wholly-owned subsidiary of Zurich.