Transactions
Marsh McLennan, advisor on its acquisition of UK affinity group leader Frizzel Group
Charman Underwriting Agencies Ltd (CUAL): led the recapitalization by investor group led by Capital Z, the Harvard University Endowment (later known as Charlesbank Partners) and Centre Re
Catlin Underwriting Agency: led the recapitalization by Pritzker Family subsidiary Western General Insurance
Admiral Group: led the recapitalization by Barclay’s Capital and Munich Re
Hiscox: led the recapitalization by way of merger with Hiscox Select
Amlin: led the recapitalization by investor group led by State Farm, White Mountains, and Lehman Brothers
Amlin: advisor on sale/reverse merger into Angerstein, to create Amlin as a public UK company
Brockbank Group: advisor on sale to Mid Ocean Re
XL: advisor on acquisition of Le Mans Re
XL: advisor on acquisition of MidOcean Re
Hannover Re: advisor on acquisition of Clarendon
Red Star Equity: advisor to Heath Family on sale
Crowe Syndicates: advisor on sale to Orix
Mander, Thomas and Cooper Syndicates: advisor on sale to Navigators
Ockham Marine and Aviation Syndicates: advisor on sale to Ace
Tarquin (Charman): advisor on sale to Ace
AGF: advisor on sale of CAMAT (Aviation/Marine)
Munich Re: advisor on sale of block trade of Fortis
XL: advisor on acquisition of Winterthur Europe commercial insurance business
Bankside: advisor on sale to LIMIT
Janson Green: advisor on sale of company
St Paul Companies: advisor on acquisition of multiple Lloyd’s businesses
Renaissance Re: lead bookrunner on sale of stock held by St Paul Companies following acquisition by St Paul of F&G
Renaissance Re: advisor on non-disclosed M&A
Polygon Insurance Group: advisor on recapitalization by KLM, SwissAir, SAS
Aviva: advisor on acquisition of AAU (American Aviation Underwriting) from Chubb and CNA
Axis: advisor to management on Axis’ formation, lead left bookrunner on IPO, secondary offerings, and multiple advisory assignments
Endurance: advisor to Aon on Endurance’s formation and capitalization
XL: bookrunner on its post-WTC attack recapitalization
XL: bookrunner on the IPO and secondary of Security Capital Assurance (SCA).
Montpelier RE: lead left bookrunner on its IPO and secondary offerings.
Max Re (later renamed Alterra): lead left bookrunner on its IPO and secondary offerings.
Aon: advisor on sale of The Warranty Group to Onex
Partnerre, on undisclosed M&A.
IPC: lead bookrunner on post-Katrina recapitalization
IPC: sole advisor on sale to Validus.
Benfield Group: lead bookrunner on IPO
TransAtlantic Re: lead bookrunner on re-IPO
Validus: financing advisor on potential acquisition of Transatlantic Re.
Axa: advisor on the sale of Axa Re (re-named Paris Re) to Stonepoint and Hellman & Freedman
James River: advisor on sale to DE Shaw
Hannover Re: advisor on sale of US business
Allianz: advisor on sale of stake in Hartford
AIG: lead advisor during global financial crisis regarding all aspects of AIG’s restructuring including lead bookrunner roles on bank debt, credit, and equity deals
Hartford: lead advisor and bookrunner for equity and debt deals to facilitate repayment of TARP
F&G Life: lead advisor and bookrunner for debt and equity deals to become independent public company
AMBAC: advisor to State of Wisconsin on AMBAC’s rehabilitation following the global financial crisis
CVC: advisor to CVC on $500 million investment into Pension Insurance Corporation UK
AMF: advisor to AMF on $500 million capital raise
Endurance: advisor to Endurance on $1 billion capital raise to support acquisition of Aspen Holdings
Endurance: advisor on approach to Aspen Holdings
Endurance: advisor on acquisition of Montpelier Re
The Icahn Companies and The Paulson Group: advisor on combined $4 billion investment into AIG
AIG: advisor on potential M&A (non-disclosed)
Catastrophe Claims Manager (non-disclosed): potential merger of equals
Randall & Quilter: non-disclosed advisory
HCI Group: non-disclosed advisory
