Proof, Not Promises.

A top-ten investment bank couldn't attract an acceptable price for a distressed life-settlement portfolio in a bleak seller's market.

We prepared a proprietary valuation that surfaced portfolio attributes the bank hadn't known would help position the assets, paired with real-time insight into buyer behavior and our hedge-fund relationships.

Bids came in above the calculated portfolio value; the bank closed at a price acceptable to it and its constituents.

A leading institution's complex life transaction was in jeopardy after it failed to obtain suitable coverage terms and pricing — placing the whole deal at risk.

We designed a collateral-gap policy priced to appeal to many carriers rather than one, in language that met the market's demanding requirements.

A policy was issued within eight weeks, and the transaction moved ahead.

A financial advisor's next-generation life product promised clients no downside — but only if a poorly understood basket of risks could be defined and transferred.

We identified several previously unconsidered risks, modeled their severity and frequency across 1,000 scenarios, and split the exposure between a P&C reinsurer and a derivatives provider.

A combined insurance-and-capital-markets program was structured and placed — enabling a genuinely no-downside policy.

An American industrial buyer's acquisition of a European subsidiary was imperiled by asbestos exposure that traditional brokers called uninsurable.

We re-characterized the exposure as a credit-like risk and matched it to carriers with minimal asbestos exposure and a firm grasp of European political and judicial risk.

Favorably priced, placed with a highly rated carrier, and the acquisition closed.

A newly formed company bought a debtor-in-possession's assets in a taxable transaction to realize a basis step-up — with millions in amortization deductions at risk if the structure were challenged.

Tax insurance covering disallowance across the identified legal grounds.

Expected deductions protected, safeguarding the company's projected cash flow.

A bidder for a target feared excess-loss-account recapture from a tax-free merger effected within a bankruptcy reorganization.

A tax insurance policy covering the recapture risk.

Protected, the bidder submitted what proved to be the winning bid.

After months of delay, the IRS declined to rule on whether a conglomerate's spin-off qualified as tax-free under §355 — leaving the business-purpose question exposed.

Coverage structured specifically for the business-purpose risk, corroborated by objective evidence.

The transaction proceeded without the ruling it couldn't obtain.

Executive compensation in a statutory merger risked being re-characterized as consideration — potentially pushing cash above 60% and breaking the merger's tax-free status.

A policy insuring the target's shareholders against that re-characterization.

Shareholders protected against the recognition-of-gain risk.

A successor company sought to use subsidiaries' NOLs to offset gain on their sale; the buyers wanted indemnity against shared tax liability.

Tax insurance covering both the successor and the subsidiary buyers.

Shared exposure transferred, and the sale proceeded.

A proposed corporate tax-rate cut threatened a global bank with a ~$50M income decrease on a $350M deferred tax asset — a risk assumed to be uninsurable.

We deconstructed the risk and accounting treatment and found a viable insurance vehicle, drafting the policy within the electoral window.

Placed with insurers willing to bear the legislative risk for a premium.

After acquisitions, a major reinsurer found no cross-sell synergy across its silos even 14 months on.

We determined demand-side convergence mattered more than the supply-side strategy being pursued, and built a new set of recommendations for the board.

Corporate strategy reshaped, generating more cross-sell opportunity.

After an Illinois bus accident killed 20 college students, lenders faced pursuing loans from grieving families and co-signers.

We co-developed Debt Cancellation coverage with a leading insurer, comparable to federal-program protection.

A tool that spares families collection at the worst moment — nearly 2,000 families protected per 100,000 borrowers over a loan's life.

The federal HECM cap left creditworthy seniors unable to borrow against higher-value homes, with no credit for impaired health.

Coverage enabling lenders to offer non-HECM programs above the cap, with a short-form medical underwrite.

Expanded the non-HECM market — supporting homes well beyond the federal limit.