Our principals have been involved during their careers with an extensive number of strategic advisory and financing assignments in the financial services industry. The table below represents a select list of engaged transactions since 1996.


  Client
Size
($ mil)
Transaction Type Role
  Travelers Property & Casualty
$900
   IPO Co-manager
  Executive Risk
800
   Sale of company Co-advisor
  Cap MAC
650
   Sale of company Sole advisor
  Max Re Capital
511
   Private equity placement Lead agent
  Travelers Property & Casualty
469
   Follow-on equity offering
 Co-manager
  Travelers Property & Casualty
350
   Leveraged spin-off of subsidiary
 Sole advisor
  Foundation Health Systems
335
   Sale of company
 Sole advisor
  Strategic Resource Company
250
   Sale of company
 Sole advisor
  Scottish Annuity & Life
250
   IPO
 Co-manager
  FSA
250
   DECS equity offering
 Lead manager
  PartnerRe
250
   Preferred stock offering
 Co-manager
  MONY Group
200
   IPO
 Co-manager
  Max Re Capital
192
   IPO
 Co-manager
  Amerus Life
150
   Convertible equity offering
 Co-manager
  ARM Financial Group
150
   IPO
 Co-manager
  FSA
130
   Trust preferred
 Co-manager
  Amerus Life
130
   IPO
 Co-manager
  RenaissanceRe
126
   Follow-on equity offering
 Co-manager
  CGA
120
   Private equity placement
 Lead agent
  RenaissanceRe
114
   Follow-on equity offering
 Co-manager
  Protective Life
100
   TOPrS
 Co-manager
  SCPIE
100
   Senior debt
 Co-manager
  Enhance Financial Services
85
   DECS equity offering
 Lead manager
  Health Net
80
   Sale of subsidiary
 Sole advisor
  Chartwell
80
   IPO
 Co-manager
  Executive Risk
65
   Follow-on equity offering
 Co-manager
  Farm Family
63
   Demutualization/IPO
 Sole manager
  CGA
50
   Equity rights offering
 Sole agent
  BCSI Holdings
50
   Private equity placement
 Sole manager
  Enhance Financial Services
50
   Follow-on equity offering
 Sole manager
  SCPIE
50
   IPO
 Sole manager
  Pacific Rim
23
   Sale of company
 Sole advisor
  Gryphon Holdings
15
   Acquisition of insurance co.
 Sole advisor
  BCS Insurance Company
N/A
   Strategic review
 Sole advisor
  CapMAC
N/A
   Joint-venture
 Sole advisor
  CapMAC
N/A
   Private equity placement
 Sole advisor
  Enhance Financial Services
N/A
   Private equity placement
 Sole advisor
  First Global
N/A
   Buy-side advisory
 Co-advisor
  FSA
N/A
   Acquisition of insurance co.
 Sole advisor
  Highlands Insurance Group
N/A
   Restructuring
 Co-advisor
  Imagine Group
N/A
   Buy-side advisory
 Sole advisor
  INDC Group
N/A
   Private equity placement
 Sole advisor
  ISMIE
N/A
   Demutualization
 Sole advisor
  Legion Insurance Co.
N/A
  Valuation / advisory
 Sole advisor
  New York Life
N/A
   Equity investment
 Sole advisor
  PMA Capital Corporation
N/A
   Strategic review / restructuring
 Co-advisor
  Poe Financial Group
N/A
   Strategic Advisory
 Co-advisor
  Sunshine State Insurance
N/A
   Strategic Advisory
 Sole advisor
  UnumProvident Corporation
N/A
   Strategic review / restructuring
 Co-advisor
  U.S. Re Companies
N/A
   Buy-side advisory
 Sole advisor
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