Representative Experience

• Represented Meridian in the US $2.5bn sale of Meridian Health Plan of Michigan, Meridian Health Plan of Illinois and MeridianRx to WellCare.
• Represented a national life insurer in 100% coinsurance with funds withheld reinsurance transactions for multiple closed blocks of life insurance and annuity policies.
• Represented a mutual P&C insurer in the acquisition of a national specialty insurance agency.
• Represented a private equity-backed MGA in the US $300m acquisition of a national specialty program manager.
• Represented Jefferson Health and Main Line Health in transaction with Humana whereby Humana became an equity partner in the Delaware Valley Accountable Care Organization.
• Counseled a major national insurance brokerage regarding licensure and compliance matters including a New York DFS investigation and relating to newly acquired businesses.
• Represented a mortgage insurer in mortgage insurance-linked securities offerings.
• Represented the owners of America’s 1st Choice, a Medicare Advantage HMO, in its sale to Anthem.
• Represented Employers Mutual Casualty Company in a going-private transaction with respect to its publicly traded subsidiary, EMC Insurance Group Inc., and in a related Rule 144A surplus notes offering.
• Represented the founders of a Medicare Part D plan in its sale to a national health insurer.
• Counseled automobile extended warranty providers on the restructuring of dealer captive reinsurance programs and the preparation of CLIP policy forms.
• Represented a major life insurer in negotiating a YRT pool reinsurance facility with several leading life reinsurers.
• Represented a national mutual P&C insurer in a series of acquisitions valued at approximately US $1bn, including Form A filings in 10 states.
• Represented a major health system in the establishment of a joint venture HMO.
• Represented life and P&C insurers in over US $100m of Reg D surplus notes offerings.
• Represented the buyer of multiple P&C shell companies in the negotiation of acquisition agreements and Form A filings, and in the simultaneous acquisition and redomestication of a shell company.
• Represented the primary reinsurer of a ceding company in liquidation proceedings relating to that ceding company.
• Represented the buyer of an L&H shell company, including a disclaimer of control by the buyer’s majority shareholder.
• Represented the Wisconsin Office of the Commissioner of Insurance in the rehabilitation of the Segregated Account of Ambac Assurance Corporation.