Led by New York-based Heidi Lawson, Fenwick & West LLP specializes in advising technology companies on regulatory matters in the insurance industry. This includes handling matters relating to crypto-insurance and health-insurance platforms. The practice is known for its strong expertise in the insurtech space.
Insurance: non-contentious in United States
Fenwick & West LLP
Debevoise & Plimpton LLP
Co-led by Marilyn Lion and Nicholas Potter, the insurance practice at Debevoise & Plimpton LLP regularly acts for clients including insurers, reinsurers and asset management funds. The team’s expertise spans regulatory guidance, advising on sales and M&A in the insurance industry, and supporting clients on reinsurance transactions. Potter focuses on transactional matters, often representing insurance companies, while Lion is well versed in insurance and reinsurance regulatory issues. Alexander Cochran is known for his strong knowledge of pension risk transfer transactions, while David Grosgold regularly leads domestic and cross-border corporate mandates. Other notable members of the team include Andrew Jamieson, who supports global investment firms in the insurance sector, and Kristen Matthews, who advises life insurance companies. Since being promoted to partner in July 2024, Paulina Stanfel assists on a range of reinsurance matters. All lawyers mentioned are based in New York.
Responsables de la pratique:
Marilyn Lion; Nicholas F. Potter
Autres avocats clés:
Alexander Cochran; David Grosgold; Andrew Jamieson; Kristen Matthew; Paulina Stanfel
Les références
‘Incredibly knowledgeable team about insurance related M&A. Because they have so much experience in the area, they understand all the potential issues in the deal and are incredibly efficient at getting to an agreement.’
‘Andrew Jamieson is an incredibly capable lawyer who does a great job distilling legal issues for business teams.’
‘A wealth of knowledge and experience, as well as an incredibly deep bench.’
Principaux clients
American International Group
Bain Capital LLC
Brighthouse Financial
Corebridge Financial
Elliott Investment Management
Guardian Life
Manulife Financial
Meiji Yasuda Life Insurance Company
MetLife Insurance Company
Mitsui Sumitomo Insurance Co., Ltd.
Northwestern Mutual
Prudential Financial Inc.
Prosperity Life Insurance Company
Resolution Life Group Holdings Ltd
RSC Insurance Brokerage, Inc.
StanCorp Financial Group
Talcott Resolution
Unum Life Insurance Company
Velocity Risk Underwriters
Voya Financial
Zurich Insurance Group
Principaux dossiers
- Advising Resolution Life in the acquisition of 100% of its shares by Nippon Life Insurance Company (Nippon Life) at a valuation of $10.6 billion.
- Advising Resolution Life in its $9.7 billion strategic reinsurance agreement with Protective, a U.S. subsidiary of Dai-ichi Life Holdings.
- Advising Bain Capital in its $825 million strategic growth investment in Lincoln Financial (NYSE: LNC).
Eversheds Sutherland
The insurance team at Eversheds Sutherland is co-led by New York-based Bert Adams, Ling Ling, and John Pruitt. It regularly handles transactional matters concerning the retirement insurance sector, as well as advising on insurtech mandates. Adams holds strong knowledge of insurance M&A, while Ling regularly acts on reinsurance transactions and is dual qualified in both New York and the District of Columbia. Pruitt has experience supporting clients in internal investigations relating to their insurance businesses. Also based in New York are longstanding insurance regulatory expert Cynthia R. Shoss, transactional specialist Kevin Finnegan , and Gary Ho who serves clients in matters concerning life and property insurance. Across the team’s other offices, Washington DC-based Michele Spencer advises both US and international companies, while Dan Brown leads the California insurance team based in San Francisco. In 2025, James Dwyer departed the firm upon retirement.
Responsables de la pratique:
Bert Adams; Ling Ling; John Pruitt
Autres avocats clés:
Cynthia R. Shoss; Kevin Finnegan; Gary Ho; Michele Spencer; Dan Brown
Principaux clients
Allianz S.E.
Arch Capital Group Ltd.
Associated Electric & Gas Insurance Services Ltd. (AEGIS)
AuguStar Financial (formerly Ohio National)
Brighthouse Financial
California Insurance Emergency Response Association
Empower Retirement
Fairfax Financial
Gemini Financial Holdings Corp.
General Atlantic
GIC
Great-West Life & Annuity Insurance Company
Hadron Insurance Group
Hagerty Insurance Holdings, Inc.
Horace Mann Educators Corporation
Jackson National Life Insurance Company
IGM Financial
Legal & General
MassMutual
Munich Re and Munich America Reassurance Corporation
Mutual of America Life Insurance Company
National Western Life Insurance Company
New York Life
Nationwide
Osaic (fka Advisor Group, Inc.)
Pacific Life
Pension Insurance Corporation
Porch Group Inc.
Privilege Underwriters Reciprocal Exchange
Securian Financial
Security Benefit Life
Steward Partners Holdings, LLC/Steward Partners Global Advisory
Symetra Financial Corporation
Talcott Resolution
Tesla Group
T. Rowe Price
Voya Financial
Wilton Re
W.R. Berkley Companies
Zurich Insurance Group Ltd.
Principaux dossiers
- Advised Symetra Life Insurance Company in its acquisition of the group life and disability business of Dearborn Life Insurance Company, a subsidiary of Health Care Service Corporation (HCSC).
- Advised Voya Financial in connection with its agreement to acquire the full-service retirement business of OneAmerica Financial.
- Represented General Atlantic in its co-sponsorship, alongside MetLife, of Chariot Re, a newly launched Bermuda-based reinsurance platform.
Sidley Austin LLP
Sidley Austin LLP‘s insurance practice has a client base consisting of large insurance companies, private equity firms, investment banks and reinsurance platforms. The team is known for regularly acting on cross-border reinsurance transactions and representing clients in the sale of insurance businesses. Chicago-based Perry Shwachman, Amanda Todd and Sean Carney, together with New York-based Jonathan Kelly, co-lead the team. Shwachman specializes in private equity insurance M&A, while Todd has experience advising underwriters on regulatory requirements. Carney handles cross-border acquisitions of insurance groups, and Kelly has strong knowledge of reinsurance transactions. In January 2025, Paige Levitt and Sara Africano were promoted to partner; both are based in Chicago. Africano has experience advising on regulatory guidance in acquisitions concerning health insurance, while Levitt assists with reinsurance transactions. The team is further strengthened by New York-based Vincent Onorato, who represents insurance companies and asset managers, and John Grothaus, who is active in the Chicago office.
Responsables de la pratique:
Perry Shwachman; Amanda Todd; Sean Carney; Jonathan Kelly
Autres avocats clés:
Paige Levitt; Sara Africano; John Grothaus; Vincent Onorato
Principaux clients
Aflac
Altamont Capital Partners
AIG
American National Group
Aon
Apollo Global Management
Arthur J. Gallagher
Aspen Insurance
Athene Holding
Brookfield Asset Management
Cigna
Fortitude Group Holdings
Genworth Financial
Global Atlantic Financial Group
Goldman Sachs
The Hartford
JPMorgan Chase
MassMutual
MetLife
Munich Re
National Life Group
National Western Life
New York Life
Prosperity Life Group
Prudential Financial
Reinsurance Group of America
Resolution Life US
Swiss Re
Venerable
Westfield
Principaux dossiers
Skadden, Arps, Slate, Meagher & Flom LLP
Skadden, Arps, Slate, Meagher & Flom LLP‘s insurance team is known for acting for clients on a range of matters including M&A, reinsurance, capital markets, and regulatory guidance. Its client base often includes insurers, reinsurers, asset managers, and brokers. Based in New York, Todd E Freed, Elena M. Coyle, and Jon A Hlafter co-lead the team and have extensive experience in the field. Freed and Hlafter represent clients in acquisitions concerning the fintech and insurance industries. Coyle has strong knowledge of M&A, reinsurance, and regulatory matters, and is experienced in acting for clients in deals concerning life and travel insurance. The practice is further strengthened by New York-based Patrick J. Lewis, who assists clients in the negotiation and structuring of cross-border transactions regarding insurance brokerage deals. Also in New York is Dwight S. Yoo, who is well versed in capital market transactions and regularly advises on the IPO of insurance companies.
Responsables de la pratique:
Todd E. Freed; Elena M. Coyle; Jon A. Hlafter
Autres avocats clés:
Dwight S. Yoo; Patrick J. Lewis
Principaux clients
Talcott Resolution Life Insurance Company
Brown & Brown, Inc.
Aquarian Capital LLC
Sompo International Holdings Ltd.
Acrisure, LLC
JAB Holding Company S.à r.l.
The Travelers Companies, Inc.
Radian Group, Inc.
Starr International Company, Inc.
Manulife Financial Corporation
Markel Insurance Group LLC
Sompo International Holdings Ltd.
Zurich Insurance Group
Aflac Incorporated
Principal Life Insurance Company
CC Capital Partners, LLC
SiriusPoint Ltd. (Bermuda)
Aquarian Holdings LLC
Ategrity Specialty Insurance Company Holdings
American Integrity Insurance Group, Inc.
Principaux dossiers
- Advising Talcott Resolution Life Insurance Company in its $10 billion block reinsurance of U.S. retail variable annuity and rider reserves with MetLife, Inc.
- Advised Brown & Brown, Inc. in its $9.8 billion acquisition of RSC Topco, Inc., the holding company for Accession Risk Management Group, Inc.
- Representing Aquarian Capital LLC in its $4.1 billion all-cash acquisition of Brighthouse Financial, Inc., one of the largest U.S. providers of annuities and life insurance.
Willkie Farr & Gallagher LLP
Both based in New York, Alexander Dye and John Schwolsky lead the insurance team at Willkie Farr & Gallagher LLP, which specializes in transactional and regulatory matters. The team is known for representing clients in M&A, reinsurance and alternative risk transfer transactions. It has experience acting for life, health and home insurance companies. Dye and Schwolsky have specialized knowledge of reinsurance transactions. The team is further joined by New York-based Michael Groll, who has experience representing underwriters in acquisitions. Also based in New York, Allison Tam advises reinsurance platforms on market entry, while Elizabeth Bannigan handles the sale of insurance companies. Howard Block has strong expertise in insurtech acquisitions and is also active in the firm’s New York office. In San Francisco, Kara Baysinger acts for clients on regulatory and compliance matters in the insurance industry.
Responsables de la pratique:
Alexander Dye; John Schwolsky
Autres avocats clés:
Michael Groll; Elizabeth Bannigan; Kara Baysinger; Allison Tam; Howard Block; Matthew Stern
Les références
‘The Willkie insurance practice group is the strongest I have worked with. They are consistently involved in many of the most high-profile insurance transactions because of their deep expertise, outstanding legal and business acumen, and superb client focus. The group is headed by John Schwolsky, who is the strongest corporate insurance lawyer with whom I have ever worked.’
‘John Schwolsky is, hands down, the strongest, most experienced and most knowledgeable corporate insurance lawyer with whom I have ever had the privilege to work. He is unfailingly helpful, thoughtful and pragmatic, a shrewd negotiator and highly capable draftsperson, and consistently responsive to his clients. I would recommend him unconditionally.’
‘Expertise, years of experience, and a strong grasp of the insurance regulatory environment.’
Principaux dossiers
- Representing Corebridge Financial, Inc. (Corebridge) regarding an announcement that certain of its subsidiaries entered into an agreement with CS Life Re, a subsidiary of Venerable Holdings, Inc. to reinsure all the variable annuities of its Individual Retirement business, with account value totaling $51 billion.
- Representing Equitable Financial in connection with the sale of 75 percent of its individual life insurance business to Reinsurance Group of America for a purchase price of over $2 billion.
- Advised Protective Life Corporation, a US subsidiary of Dai-ichi Life Holdings, Inc., on its strategic reinsurance agreement with Resolution Life, a global life insurance group.
DLA Piper LLP (US)
The team at DLA Piper LLP (US) is known for offering strong regulatory, transactional and financing advice to clients in the insurance industry. Based in Baltimore is Matthew Gorra, who has experience representing insurance broker networks in cross-border acquisitions. In the firm’s other offices, New York-based Ryan Moreno routinely acts for banks and alternative lenders, while in Chicago, Andrew Weil represents underwriters in public financings and Stephen Schwab handles multijurisdictional matters. David Eli Kopans is based in Washington DC, and has vast expertise in the healthcare and life sciences industries. Boston-based Peter Rice provides regulatory compliance support during insurance company reorganizations. In February 2025, Aidan M McCormack departed the firm. Kathleen Birrane has left the firm.
Autres avocats clés:
Matthew Gorra; Ryan Moreno; Andrew Weil; David Eli Kopans; Peter Rice; Stephen Schwab
Les références
‘DLA’s practice around insurance transactions and insurance structuring is one of the best I’ve had the pleasure of working with.’
‘ They are creative and thoughtful around complex topics. The team provides insightful advice alongside a great work ethic. They bring many innovations through new ideas and structures to solve niche insurance requirements in a constantly evolving environment.’
‘Ryan Moreno is one of the best lawyers I’ve ever worked with. I plan to use him on every transaction where possible. He is thoughtful, hard working, and provides amazing client service.’
Principaux clients
BMO Capital Markets Corporation
Ares Alt Credit
Brighthouse Life Insurance Company
Equitable Financial Life Insurance Company
Unum Life Insurance Company of America
Turo, Inc.
W. R. Berkley Corporation
ArmadaGlobal
Foresight Commercial Insurance
Blue Origin, LLC
UBS Group AG
Benefit Plan Administrators of Eau Claire, LLC
Alegeus Technologies
Munich Re America Services, Inc.
WCM Investment Management
Generali USA
Euclid Transactional, LLC
The Horton Group
Delaware Life Insurance Company
Clear Springs Life Assurance Company
HUB International, Ltd.
American Family Insurance Group
Capital & Co. Insurance Services LLC
SCOR Reinsurance Company
USQRISK, LLC
Tokio Marine Kiln
Aon Corporation
Atlas Financial Holdings, Inc.
John Hancock Life Insurance Company
Philadelphia Insurance Companies
Ryan Transactional
The Hartford
CareFirst BlueCross BlueShield
The Trustmark Companies
Westminster American Insurance Company
Coverys/Medical Professional Mutual Insurance Co.
Principaux dossiers
- Acting on the acquisition of Brighthouse Financial, Inc. by an affiliate of Aquarian Capital LLC, providing regulatory advice.
- Providing insurance regulatory advice in connection with the reorganization of Commonwealth Care Alliance, Inc., including its member substitution agreement with CareSource and obtaining an HMO license from the Massachusetts Division of Insurance.
- Providing investment and operational management advice related to Pelican Ventures investments in insurance companies, managing general agencies (MGAs) and other participants in the insurance landscape.
Latham & Watkins
Latham & Watkins‘s insurance practice is led by Gary Boss, who is well regarded for transactional expertise in the insurance and financial services sectors. The team is known for its experience advising clients on insurance initial public offerings (IPOs), and on the formation of new insurance and reinsurance companies. Boss is joined by Analisa Dillingham, who handles regulatory and compliance matters in the insurance industry, alongside Kirsten Gaeta, who assists with general corporate advice and reinsurance transactions. Alexander Traum has experience representing clients in insurtech matters, while Teresa Wendel has strong knowledge of the life and health insurance sectors. Dean Agnos advises insurance companies, investment banks and investors. All of the aforementioned individuals are based in New York. In the firm’s Los Angeles office, Drew Levin is well versed in acting on the negotiation of transactional insurance policies.
Responsables de la pratique:
Gary Boss
Autres avocats clés:
Analisa Dillingham; Kirsten Gaeta; Alexander Traum; Teresa Wendel; Drew Levin; Dean Agnos
Les références
‘The team led by Gary Boss is exceptional at combining deep knowledge with practical advice. I’ve worked with several of their competitors over the years, and they stand out as one of the best.’
‘Gary Boss brings specific knowledge, practical advice, constructive risk appetite (not overly risk averse).’
‘Alex Traum brings specific/deep knowledge, user-friendliness, engagement.’
Principaux clients
Apollo
CVC Capital
DB Insurance
The Carlyle Group
NEXT Insurance
Blackstone Credit & Insurance
Ontario Teachers’ Pension Plan Board
Ategrity Specialty Insurance Company Holdings
Reinsurance Group of America
Stone Point Capital
Principaux dossiers
- Advised Apollo on investments into companies which are then placed with insurance company subsidiaries and insurance clients, including: a $7 billion investment (co-led with KKR) in Keurig Dr Pepper; a £4.5 billion investment in fixed-rate callable notes issued by Électricité de France; and a €3.2 billion investment in a joint venture with RWE.
- Advising CVC Capital in its acquisition of Bamboo, a data-enabled insurance distribution platform providing homeowners’ insurance and related products to the residential property market in California and Texas, for $1.75 billion.
- Advising DB Insurance in its acquisition of The Fortegra Group, a US-based specialty insurance company, for $1.65 billion.
Mayer Brown
David Alberts and Stephen Rooney co-lead the non-contentious insurance practice at Mayer Brown. The team is noted for representing insurers, reinsurers, and asset managers in transactional and regulatory matters. Alberts acts for clients in the life and non-life insurance sectors, while Rooney often advises insurers and underwriters and has strong expertise negotiating and structuring M&A transactions. They are joined by Vikram Sidhu, who is experienced advising insurers and reinsurers on loss portfolio transfers. and Yuliya Feldman specializes in life, health, and property insurance. All aforementioned individuals are based in New York. In the firm’s Chicago office, Lawrence Hamilton has a strong regulatory practice, while California-based Paul Chen expertly handles insurtech acquisitions. Jared Wilner departed the team in January 2026.
Responsables de la pratique:
David Alberts; Stephen Rooney
Autres avocats clés:
Vikram Sidhu; Yuliya Feldman; Lawrence Hamilton; Paul Chen; Ben Kralstein
Principaux clients
Nippon Life Insurance Company
R&Q
Doctor’s Company
QBE North America
Flexpoint Ford, LLC; Sixth Street
SiriusPoint
AXA XL
First American Title Insurance Company
Doma Holdings, Inc.
Knighthead Capital Management
James River Group Holding Ltd.
Janus Henderson Group plc.
Principaux dossiers
- Represented Nippon Life Insurance Company in its $8.2 billion acquisition of Resolution Life Group Holding LP.
- Advised The Doctors Company on its definitive agreement for the $1.3 billion acquisition of ProAssurance Corporation.
- Represented Janus Henderson Group plc (Janus Henderson) in a strategic partnership with The Guardian Life Insurance Company of America (Guardian), through which Janus Henderson will manage a $45 billion investment grade public fixed income portfolio for Guardian and become Guardian’s investment grade public fixed income asset manager.
Clifford Chance
Jointly led by Joseph Cosentino and Dennis Manfredi, the insurance practice at Clifford Chance has experience handling insurance transactions and reinsurance transactions in the life and health insurance sectors. The team is also well-versed in supporting clients in the formation of new insurance funds and advising on pension risk transfer transactions. Its client base consists of global and domestic insurers, reinsurers, and financial institutions. Cosentino leads on representation and warranty matters, while Manfredi regularly represents private equity firms and asset managers. Elliott Schreffler and Lewis Fickett support on a range of regulatory and transactional mandates. All lawyers mentioned are based in New York.
Responsables de la pratique:
Joseph Cosentino; Dennis Manfredi
Autres avocats clés:
Eugene Benger; Lewis Fickett; James Grayer; Elliott Schreffler
Les références
‘Clifford Chance addresses all issues and all people (on either side of the table) with professional courtesy, respect, and a solutions-oriented attitude.’
‘Working with Dennis Manfredi not only provides me with the comfort of knowing I have an expert on my team, but I simply enjoy the experience. He is a great guy, is tremendously accessible, and he makes clients feel important.’
‘The team has deep knowledge and expertise in the insurance industry. I think the team is good at leveraging the strengths of each team member to provide good service. They are also good at getting to creative solutions.’
Principaux clients
CFC Underwriting
Chubb
Domestic & General
Everlake Life Insurance Company
Global Atlantic Financial Group
Inigo Limited
Legal & General
Martello Re
Reinsurance Group of America (RGA)
Somerset Re
Principaux dossiers
- Advised Legal & General on the carve-out and sale of its U.S. protection business and a 20% interest in its US pension risk transfer business to Meiji Yasuda Life Insurance Company for approximately $2.3 billion.
- Advised Reinsurance Group of America on its $32 billion agreement with Equitable to reinsure a diversified block of life insurance products.
- Advised Somerset Reinsurance Limited on its $900 million reinsurance transaction with a leading international insurance group.
King & Spalding
The non-contentious insurance practice at King & Spalding is led by New York-based Bernhardt Nadell, who specializes in insurance industry M&A and insurance related securities transactions. The team’s client base consists of private equity funds, insurers, and investment banks. It has experience representing investors in the acquisition of private equity funds with a focus on reinsurance opportunities. Also in New York are Isaac Young, who handles reorganizations and regulatory research, and Candice Zheng, who advises on reinsurance contracts. In the firm’s Silicone Valley office, Joseph Halloum is another key member of the team who acts on sales in the healthcare insurance sector.
Responsables de la pratique:
Bernhardt Nadell
Autres avocats clés:
Isaac Young; Candice Zheng; Joseph Halloum
Principaux clients
T&D Holdings, Inc./T&D United Capital North America Inc.
Atlas Merchant Capital
Obra Capital Inc.
Crédit Agricole Corporate and Investment Bank
Capital One
MAG Mutual Insurance Company
Nomura Holdings, Inc.
Arrowpoint Capital Corp.
Munich RE
ACON Investments
Trive Capital
CURO Group Holdings Corp.
Taiyo Life Insurance Company
T&D Financial Life Insurance Company
Afiniti, Inc.
Paceline Equity Partners
Highbridge Capital Management
Blackstone Securities
Leadenhall Capital
Principaux dossiers
Kirkland & Ellis LLP
Kirkland & Ellis LLP‘s non-contentious insurance practice has experience handling transactional and regulatory matters, and often advises insurers, reinsurers, and private equity firms. Based in New York, Rajab Abbassi represents clients including capital management firms and is known for assisting with the negotiation of transaction documents. Also in New York are Parimah Hassouri and Kimberly Meng Han, who are well versed in supporting clients during the acquisition of insurance businesses. In Chicago, Jeremy Watson and Jack Yamin assist with reinsurance transactions and have strong knowledge of life insurance matters. They are joined by Jeremy Carroll, who has experience advising insurance brokers in sales transactions.
Autres avocats clés:
Rajab Abbassi; Parimah Hassouri; Kimberly Meng Han; Jeremy Watson; Jack Yamin; Jeremy Carroll
Principaux clients
Athene
Bain Capital Insurance
Covered Insurance Solutions
Davidson Kempner Capital Management LP
Golub Capital
Hudson Structured Capital
Keystone Agency Partners
Munich Re
Oaktree Capital Management, L.P.
Onex Partners V
PIMCO/Allianz Life Insurance Company
Protective Life Corporation
Sammons Financial Group
Tokio Marine Holdings, Inc.
VSP Vision
Wilton Re
Principaux dossiers
McDermott Will & Schulte
With longstanding experience in the insurance and reinsurance industry, New York-based Michael Halsband leads the insurance team at McDermott Will & Schulte. The team has experience advising clients on the sale of insurtech businesses and assisting with the negotiation of reinsurance agreements. The practice is known for acting for clients in the health, property, casualty, and life insurance sectors and often represents underwriters in acquisitions. Halsband is joined by Michael Byrne and Thomas Dawson, who are also based in the firm’s New York office. Byrne has extensive experience representing asset management firms in insurance transactions and regulatory matters, while Dawson handles cross-border reinsurance matters.
Responsables de la pratique:
Michael Halsband
Autres avocats clés:
Michael Byrne; Thomas Dawson; Katie Yonover; Andrea Best
Les références
‘The team has a very commercial approach to issues and has deep experience in the industry (both firm and in-house), which makes them uniquely able to advise on legal, operational and strategic matters.’
‘Michael Byrne is great. He is very professional and deeply knowledgeable about the insurance ecosystem.’
‘The partners that I have experience with are highly respected in their specialty fields. We always receive high-quality work products and stellar advice. They have significant relationships that we rely upon in regulatory matters, which provide us with better outcomes than going at it alone.’
‘Michael Halsband is always available to me—day and night, including weekends—and will respond almost immediately to any request to connect on something. He has in-house and law firm experience, which makes him uniquely positioned to advise on both legal and practical issues.’
‘Katie Yonover also takes a very commercial approach while ensuring that our interests are protected. She is a high-quality drafter and is very responsive to our needs.’
‘Michael Byrne and Thomas Dawson are highly intelligent, efficient in their work, and able to provide us with legal responses and guidance quickly and effectively.’
‘McDermott’s insurance practice is first-rate. I have been impressed with their deep industry knowledge. All of the lawyers I deal with understand insurance and, most importantly, understand legal provisions in contracts that are specific to insurance—specifically, what is commercial and what is not.’
‘Michael Halsband is one of the best lawyers I have dealt with. He is more than just a lawyer; he is a business partner. He understands that his role is not limited to the four corners of a contract. Instead, he provides actionable advice and counsel that enables me to properly evaluate a proposed transaction.’
‘Katie Yonover is excellent to work with. She recently became a partner, and I have worked with her both as an associate and now as a partner. She is incredibly attentive, and if she cannot answer my question, she finds a resource who can and shepherds me through to ensure I am satisfied.’
‘Michael Byrne, Andrea Best and Tom Dawson are highly intelligent, efficient in their work, and able to provide us with legal responses and guidance quickly and effectively.’
Principaux clients
Allianz X, the digital investment arm of Allianz Group (Coterie)
Arthur J. Gallagher (Bremer Insurance Agencies; iBenefit Communication Holdings, LLC)
Sayata U.S. Insurance Services, Inc. (Penn-America Underwriters (PAU)
Vouch Inc. (Hiscox)
MGG Investment Group LP (Conning & Company)
GRAM Asset Management (Univista)
Bishop Street Underwriters (Aerospace Insurance Managers)
Arden Insurance Services, LLC (FTV Capital)
Waypoint Underwriting Management, LLC (One80)
California Earthquake Authority (Ursa Re 2025-1)
Avesi Partners, LLC (OPOC.us)
TriplePoint Capital LLC (Taro Health)
Principaux dossiers
- Advised Allianz X, the strategic investment arm of the Allianz Group, on a strategic minority equity investment in Coterie Insurance – a deal which sees Allianz invest in AI-driven underwriting and servicing and establishing a long-term, expanded reinsurance relationship between Coterie and Allianz’s reinsurance arm.
- Represented Vouch Inc. in the sale of its specialist insurtech business to Hiscox Group (LSE:HSX).
- Acting as insurance transaction and regulatory counsel to GRAM Asset Management on its $709.5 million majority investment in the UniVista Insurance platform.
Norton Rose Fulbright
Based across St Louis and New York, respectively, Kevin Fischer and Robert Romano jointly lead the team at Norton Rose Fulbright. The team is known for transactional and regulatory expertise in the insurance industry, with experience acting on reinsurance financing transactions and insurtech acquisitions. Fischer handles insurance M&A transactions, while Romano often advises clients on US regulatory compliance in insurance matters. They are joined by Bruce Baty and Jodi Adolf, who are also active in the St Louis Office. Baty has experience advising clients on insurance insolvencies, and Adolf has strong knowledge of insurance data security requirements. In May 2025, Kyle Gann joined the Chicago office, specializing in transactional matters.
Responsables de la pratique:
Kevin Fischer; Robert Romano
Autres avocats clés:
Bruce Baty, Jodi Adolf, Kyle Gann; Beau Cox; Adam Braun; Carolyn Webb Baker
Les références
‘Jodi Adolf has consistently provided top-notch support as we expand our insurance carrier into new markets.’
‘What stands out most about this practice is the team’s deep industry knowledge and the way they bring that expertise into every interaction. From my experience, they are consistently responsive, thoughtful and genuinely great people to work with.’
‘Their guidance isn’t just technically sound — it’s practical, strategic and tailored to the realities of our business. They help us make the best decisions to grow and manage our operations with confidence.’
Principaux clients
Abu Dhabi Commercial Bank PJSC (Dubai)
Accelerant Holdings
Acrisure
Aioi Nissay Dowa Insurance (Japan)
Allsup, LLC
Altamont Capital Partners
Ambac Financial Group
American Family Life Assurance Company of Columbus (“Aflac”)
AmTrust Financial Services, Inc.
Aria Care Management, LLC
Arthur J. Gallagher & Co.
Ascendex Underwriters LLC
AUB Group Limited
Augment Risk Services
Bayerische Landesbank (Germany)
Bancorp Services LLC
Berkshire Hathaway
Booking.com (Netherlands)
Booking.com (USA)
Bradesco Seguros
Branch Insurance
Brotherhood Mutual Insurance Company
Brown Brothers Harriman (USA)
Catalina Holdings (Bermuda) Ltd.
CFM Insurance
Commissioner Mike Causey as Receiver for the Global Bankers Insurers
Compre Group
Counterpart, Inc.
DUAL North America, Inc.
Elan Reinsurance Services
Embark General Insurance Agency
EyeMed Vision Care, LLC
Fielmann USA
Fidelity Security Life Insurance Company
Fleming Reinsurance Ltd.
GreenieRe
Hadron Holdings LP
Hadron Specialty Insurance Company
Hannover Re (Bermuda)
Hannover Re (Germany)
Hannover Re (Ireland)
HCC Service Co (UK)
Health Holdings of America LLC (Blue Water Benefits)
Heritage Life Insurance Co (USA)
Howden Broking Group Limited
Indigo Technologies Operations LLC
James River Group Holdings, Ltd.
Kilter Finance
Lumbermen’s Underwriting Alliance in Receivership Marquette Indemnity & Life Insurance Company
Marquette Indemnity & Life Insurance Company
MedPro Group, Inc.
Missouri Employers Mutual Insurance Company
Mitsui Sumitomo Insurance (Japan)
Mitsui Sumitomo Insurers (USA)
MS Transverse Insurance (USA)
MutualAid eXchange in Receivership
Mylo, LLC
National States Insurance Company
Nationwide Mutual Insurance Company
NuBank (Brazil)
PartnerRe
Pekin Insurance Company
Prosperity Life Group
QBE Insurance
Quility Holding, LLC
Reinsurance Group of America
RiverStone International Insurance Company
RiverStone Resources, LLC
Ryan Specialty
Sentry Insurance Company
Shelter Mutual Insurance Company
Swiss Re
Tokio Marine
Traders Insurance Company
TrueClaim Corp.
TruHearing
Wawanesa Insurance
Waypoint Mutual Insurance Company
Xceedance International Limited
Zurich Insurance Group
Principaux dossiers
- Advised Ambac Financial Group in its US$250 million acquisition of ArmadaCare.
- Represented Hadron, an Altamont Capital portfolio company, in its acquisition of GCNA from Atlantic Specialty Insurance Company.
- Advised the Coalition for Green Capital on a US$200 million loan to GreenieRe, a newly formed captive reinsurer supporting US renewable energy projects.
Paul Hastings LLP
Paul Hastings LLP‘s team is jointly led by New York-based Kirk Lipsey and Sanjiv Tata, along with Chicago-based Brad Drake and Chad Vance. The insurance practice is known for its experience acting for US and international insurers, reinsurers, asset managers, and investors. The team advises on a range of matters, including reinsurance, M&A, and regulatory compliance. Lipsey has expertise handling joint ventures in the insurance sector, while Tata represents clients in the formation and licensing of insurance companies. In Chicago, Drake handles reinsurance agreements and financings in the insurance sector, while Vance supports clients with the regulatory aspects of cross-border transactions.
Responsables de la pratique:
Kirk Lipsey; Brad Drake; Chad Vance; Sanjiv Tata
Les références
‘Kirk Lipsey is an excellent partner with knowledge of the insurance sector and provides excellent client service.’
‘Paul Hastings has made investments over the last few years in the non-contentious insurance space and has a growing middle-market practice, which adds real value to middle-market transactions.’
Principaux clients
Crestline Investors
SiriusPoint
Principaux dossiers
- Advised Crestline Investors, Inc. on its definitive agreement to sell its subsidiary Crestline Management L.P., an alternative investment manager with approximately $17 billion in assets under management, including significant insurance-related operations, to global alternative asset manager Rithm Capital Corp.
- Represented SiriusPoint in the sale of its wholly owned subsidiary ArmadaCare.
Troutman Pepper Locke LLP
Troutman Pepper Locke LLP‘s insurance team is co-led by Steven Whitmer, Zachary Lerner, and William O’Neill, who are based in Chicago, New York, and Washington DC, respectively. The practice provides regulatory and transactional advice to clients ranging from insurance brokerages to insurance holding companies. Lerner has strong expertise in the formation and licensing of insurance companies. Other notable members of the New York team include John Emmanuel, who handles insurance acquisitions, and Alan Levin, who regularly acts for domestic and international insurers and reinsurers. Also based in New York is Moya McKenna, who serves as regulatory counsel in acquisitions.
Responsables de la pratique:
Steven Whitmer; Zachary Lerner; William O’Neill
Autres avocats clés:
John Emmanuel; Alan Levin; Moya McKenna
Les références
‘This practice has incredible depth on various insurance regulatory matters. The different subject matter experts collaborate so you always get a full service experience regardless of the topic. They also provide legal advice that is easy to reach and therefore easy to share with our business colleagues.’
‘Zachary Lerner – depth of knowledge and willingness to bring in colleagues for areas for any subject matters he may need assistance with. I also appreciate his commercial sensibility as he recognizes that he has to provide solutions that will actually be implemented and followed by his clients.’
Principaux clients
Arthur J. Gallagher & Company
Infineo
The Baldwin Insurance Group
Alliant Insurance Services
Philadelphia Insurance Companies
2-10 Home Buyers Warranty
Accession Risk Management Group, Inc.
Strategic Risk Alternative dba SRA
Abacus Life, Inc.
AmTrust Financial Services, Inc.
Principaux dossiers
- Advised Baldwin Insurance Group on their formation of a sponsored reciprocal insurance exchange, Builder Reciprocal Insurance Exchange (BRIE) and negotiation of $110M of associated surplus notes, including $95M with Gallatin Point Capital.
- Represented Old Republic International Corporation, a specialty insurer that operates diverse property and casualty and title insurance companies, in its definitive agreement, pending regulatory and policyholder approval, to acquire Everett Cash Mutual Insurance Co. and affiliated companies following its conversion to a stock company in a sponsored demutualization transaction.
- Advised Risk Theory, LLC, an insurance holding company, in connection with the sale of its casualty-focused wholesale brokerage subsidiary, Risk Transfer Partners (RTP), to CRC Group, a leading independent wholesale specialty insurance distributor in North America.