Insurance Transactions & Regulation

We advise insurers, reinsurers, private equity sponsors, and financial institutions on complex insurance transactions and regulatory matters worldwide. With decades of experience across life, annuity, and property‑casualty sectors, we help clients structure, execute, and navigate sophisticated transactions while managing regulatory and restructuring considerations throughout the insurance lifecycle.

Our team is recognized for its depth and breadth across mergers and acquisitions, reinsurance, finance, insolvency, and regulatory matters. For more than two decades, we have represented private equity firms, major U.S. and international insurers and reinsurers, commercial and investment banks, asset managers, and other financial institutions in some of the industry’s most complex and sensitive matters.

Comprehensive Transactional Capability

We regularly advise acquirors and sellers in a wide range of insurance‑related transactions, including:

  • Cross‑border insurance M&A and reinsurance transactions
  • Acquisitions of life, health, and property‑casualty companies
  • Acquisitions of insurance producers, including MGAs, agencies, and brokerages
  • Acquisitions of run‑off companies and blocks of life, annuity, and property‑casualty business
  • Acquisitions from distressed insurers
  • Management buyouts, sponsored demutualizations, mutual affiliations and mergers
  • Mutual holding company conversions, going‑private transactions, tender and exchange offers, proxy fights, and takeover defense

We also have extensive experience in insurance finance and investment-related matters, including: 

  • sidecar formation and investments
  • reserve financing 
  • COLI/BOLI securitizations
  • embedded value transactions
  • rate note feeders and collateralized fund obligations
  • traditional and structured financing solutions

Restructuring, Insolvency, and Distressed Insurance Matters

We are trusted advisers in matters involving distressed insurance companies. Our lawyers represent insurers, reinsurers, creditors, and asset acquirors in:

  • Solvent run‑offs
  • Statutory supervision and conservatorships
  • Pre‑packaged rehabilitations and exits from rehabilitation
  • Insurance company liquidations

Our team regularly helps clients structure and implement bespoke solutions both before and after the commencement of run‑off, supervision, rehabilitation, or liquidation.

Integrated, Industry‑Focused Approach

What differentiates us is how we integrate our veteran restructuring lawyers, regulatory and transactional practitioners, and seasoned litigators into our team. This multidisciplinary approach allows us to deliver practical, coordinated advice on highly complex insurance matters. As a full‑service firm with global reach, we draw on class‑leading teams in tax, employee benefits, labor, intellectual property, real estate, environmental, CFIUS, and litigation to support our insurance clients.

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