Recent Assignments

Recent Selected Assignments

Engaged by Bermuda-based life insurance company to develop private placement annuity business for ultra high net worth global citizens
Represented Bermuda-based life insurance company, and rendered fairness opinion, in recapitalization and sale to London-based private equity firm
Retained by Veritas Financial Partners LLC (commercial finance company) to (1) develop strategic relationships with insurance companies; (2) create private investment fund backed by merchant cash advances; and (3) manage bond offering for a leading consumer finance company
Advised leading alternatives asset manager with strategy for expansion into insurance industry asset management
Engaged by a leading UK-based corporate finance boutique to place UK social housing and infrastructure-backed securities with US insurance companies
Assisted Libero Ventures Ltd. (UK-based capital markets firm) with introducing structured RMBS investments to several major US insurers
Acquired Heritage Life Insurance Company, a life insurer licensed in 49 states and the District of Columbia, and developed business plan for Coventry’s expansion into the primary life insurance market, including product development and distribution strategy
Spun-off Coventry’s policy administration and servicing functions into a newly created subsidiary, Montgomery Portfolio Services
Created and distributed several managed fund products including Long View Life Fund, LP, a longevity risk fund managed by SL Investment Management (UK-based investment manager)
During 2008 credit crisis, served as prime liaison between the Company and the US Department of the Treasury and Federal Reserve Bank of New York regarding the Emergency Economic Stabilization Act of 2008 and the inclusion of securitized structured settlements in the TALF program

Assignment Focus - Investment Management Business Extension

One of the worl'd largest investment management companies retained our team to develop a new business line to complememt their existing market-leading businesses.

We worked closely with senior management and the Board of Directors to evaluate the strategic opportunity, business fit, operations and technology gap analysis in order to create a sound business case.

Once the strategic evaluation stage of the assignment was successfully completed, our role evolved into an exceution-oriented focus. This included assisiting with developing marketing materials, evaluating accounting and analytic systems, as well as assisting the new business team with developing relationships with a select group of potential clients.

Assignment Focus - Credit Union Technology Buy-Side Advisory

A leading financial technology enterprise leveraged our team's operating, financial and strategic expertise to evaluate the acquisition of a broad range of technology services businesses to provide cutting-edge technology to credit unions to better position them to compete with major banking institututions.

We completed a global survey of technology businesses that provided both customer-facing, as well as middle and back office functions. The scope of assignment included evaluaing each business opportunity for its fit with the acquiror's existing business model, market opportunity, the financial dynamics, social issues, post-acquisition integration challenges and long term value creation.