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