Engagements

We provide personalized and comprehensive services

Current and Past Engagements

  • Structuring and drafting a $300 million scalable excess of loss credit risk insurance policy securing a U.S. based private equity firm’s small to medium enterprise revolving and term loan portfolio
  • Structured and drafted credit risk transfer and facultative reinsurance agreements for a Bermuda based captive cell facilitating the issuance of over €500 million of credit linked notes
  • Developed a scalable excess of loss structured credit insurance policy securing a premier Japanese bank’s $250 million small to medium enterprise revolving credit and term loan portfolio
  • Developed credit risk transfer insurance policy form for ISDA interest rate swap transactions supporting multibillion-dollar Fortune 500 company credit facilities
  • Prepared term sheet and supporting documents for a domestic captive cell effecting a new multibillion-dollar facultative reinsurance facility platform for Freddie Mac and Fannie Mae
  • Developed a domestic tax credit insurance policy form facilitating the financing of several hundred million dollars of federally subsidized U.S. housing projects
  • Advised on regulatory compliance matters in respect of a domestic commercial real estate residual value facultative reinsurance facility supporting a $200 million financial guaranty
  • Drafted term sheet, credit agreement and security documents for a $250 million short term credit facility funding the initial capacity of a middle market U.S. based property and casualty underwriter
  • Negotiated and drafted a $100 million revolving note facility agreement financing an Ecuadorian cocoa trading company with sponsoring investors based in Dubai and London

Other Experience

  • Executed multiple acquisitions and sales of leading domestic and international insurance agencies operating within the health, hospitality, antique auto, surety and professional liability segments
  • Drafted and negotiated numerous credit and security documents financing managing general agency acquisitions, global underwriter capacity initiatives and corporate bridge funding needs
  • Negotiated and prepared multiple IT, SaaS and communication network service agreements supporting the operations of a premier multibillion-dollar global underwriter
  • Prepared U.S. admitted market department of insurance filings across all fifty U.S. states in connection with the domestic launch of an international trade credit managing general agency
  • Advised and settled over $1 billion of credit insurance claims spanning the globe
  • Executed several multimillion-dollar secondary market subrogation insurance claim recoveries
  • Managed internal compliance in connection with a U.S. federal government CFIUS investigation of a China based conglomerate’s acquisition of a premier multibillion-dollar global underwriter