mergers & acquisitions and tax insurance · analyst, mergers and acquisitions...

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ROWAN BAMFORD Global Head of Mergers and Acquisitions [email protected] Direct: +44 (0)20 7220 6703 Mobile: +44 (0)7885 970688 Rowan is the Global Head of Ironshore’s Mergers and Acquisitions and Tax team, which consists of nearly 40 underwriters spread across nine countries. Prior to re-joining Ironshore, Rowan managed AIG’s EMEA M&A book and also spent three years as a senior underwriter at Ironshore. Before joining the insurance market, Rowan spent eight years in the corporate department at the international law firm Dentons. Rowan specialized in private M&A work in the financial services sector and spent time on secondment to an investment bank and a Lloyd’s syndicate. GARETH REES EMEA Head of Mergers and Acquisitions [email protected] Direct: +44 (0)20 7337 4459 Mobile: +44 (0)7714 973482 Gareth is the EMEA Head of Ironshore’s Mergers and Acquisitions team, the largest team of underwriters in the market with expertise of writing business throughout the region. Before joining Ironshore, Gareth spent two years at AIG, most recently leading its UK-based team of M&A underwriters. Prior to joining the W&I market, Gareth spent 10 years as a qualified lawyer in the corporate department of international law firm Pinsent Masons. Gareth advised across the full range of private M&A transactions, specializing in private equity buy-outs and divestments and spent nine months seconded as a deal executive to an institutional investor. EMEA Ironshore was founded in 2006 with $1 billion in private equity capital. Ironshore’s Gross Written Premium has grown nearly 7 times since inception. Ironshore is rated A (Excellent) by A.M. Best with a Financial Size Category of Class XIV. Ironshore is a wholly owned subsidiary of Liberty Mutual, another “A” rated company with a global reach, larger balance sheet, wide client base and a much greater capacity to drive growth. Ironshore acquired Pembroke Managing Agency in 2008 to manage Syndicate 4000 at Lloyd’s, where the market rating is A (Excellent) by A.M. Best, AA- (Very Strong) from Fitch and A+ (Strong) from Standard & Poor’s. This complementary structure allows us to leverage the strength of Lloyd’s with our specialist underwriting expertise to maximize the benefits for our brokers and clients. MERGERS & ACQUISITIONS AND TAX INSURANCE STEPHANIE WANG Emerging Markets Manager, Mergers and Acquisitions [email protected] Direct: +44 (0)20 7220 6705 Mobile: +44 (0)7475 440575 Stephanie graduated from the University of Auckland with Bachelor degrees in Law and Commerce (majoring in accounting). She was admitted to the High Court of New Zealand in 2008 and became a qualified chartered accountant in 2010. Stephanie joined the M&A tax team at Deloitte, New Zealand, where she was involved with a number of high profile transactions. In pursuit of commercial experience, Stephanie left Deloitte to join an in-house tax team in one of New Zealand’s iconic financial services company, Tower Limited. In 2013, Stephanie became a senior underwriter at AIG London. She has underwritten W&I policies with insureds from various sectors and jurisdictions, and has also been the lead underwriter leading a program of insurers and underwriters on a number of deals. Her specializations include underwriting European deals with US coverage attributes. She spent time in New York in early 2015. Stephanie speaks fluent Mandarin, which has added much value to Chinese insureds.

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Page 1: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

ROWAN BAMFORDGlobal Head of Mergers and Acquisitions [email protected] Direct: +44 (0)20 7220 6703 Mobile: +44 (0)7885 970688

Rowan is the Global Head of Ironshore’s Mergers and Acquisitions and Tax team, which consists of nearly 40 underwriters spread across nine countries. Prior to re-joining Ironshore, Rowan managed AIG’s EMEA M&A book and also spent three years as a senior underwriter at Ironshore. Before joining the insurance market, Rowan spent eight years in the corporate department at the international law firm Dentons. Rowan specialized in private M&A work in the financial services sector and spent time on secondment to an investment bank and a Lloyd’s syndicate.

GARETH REES EMEA Head of Mergers and Acquisitions [email protected]: +44 (0)20 7337 4459Mobile: +44 (0)7714 973482

Gareth is the EMEA Head of Ironshore’s Mergers and Acquisitions team, the largest team of underwriters in the market with expertise of writing business throughout the region. Before joining Ironshore, Gareth spent two years at AIG, most recently leading its UK-based team of M&A underwriters. Prior to joining the W&I market, Gareth spent 10 years as a qualified lawyer in the corporate department of international law firm Pinsent Masons. Gareth advised across the full range of private M&A transactions, specializing in private equity buy-outs and divestments and spent nine months seconded as a deal executive to an institutional investor.

EMEA

Ironshore was founded in 2006 with $1 billion in private equity capital. Ironshore’s Gross Written Premium has grown nearly 7 times since inception. Ironshore is rated A (Excellent) by A.M. Best with a Financial Size Category of Class XIV.

Ironshore is a wholly owned subsidiary of Liberty Mutual, another “A” rated company with a global reach, larger balance sheet, wide client base and a much greater capacity to drive growth.

Ironshore acquired Pembroke Managing Agency in 2008 to manage Syndicate 4000 at Lloyd’s, where the market rating is A (Excellent) by A.M. Best, AA- (Very Strong) from Fitch and A+ (Strong) from Standard & Poor’s. This complementary structure allows us to leverage the strength of Lloyd’s with our specialist underwriting expertise to maximize the benefits for our brokers and clients.

MERGERS & ACQUISITIONS AND TAX INSURANCE

STEPHANIE WANG Emerging Markets Manager, Mergers and Acquisitions [email protected]: +44 (0)20 7220 6705Mobile: +44 (0)7475 440575

Stephanie graduated from the University of Auckland with Bachelor degrees in Law and Commerce (majoring in accounting). She was admitted to the High Court of New Zealand in 2008 and became a qualified chartered accountant in 2010. Stephanie joined the M&A tax team at Deloitte, New Zealand, where she was involved with a number of high profile transactions. In pursuit of commercial experience, Stephanie left Deloitte to join an in-house tax team in one of New Zealand’s iconic financial services company, Tower Limited.

In 2013, Stephanie became a senior underwriter at AIG London. She has underwritten W&I policies with insureds from various sectors and jurisdictions, and has also been the lead underwriter leading a program of insurers and underwriters on a number of deals. Her specializations include underwriting European deals with US coverage attributes. She spent time in New York in early 2015. Stephanie speaks fluent Mandarin, which has added much value to Chinese insureds.

Page 2: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

KIT WESTROPP UK & Nordics Manager, Mergers and Acquisitions [email protected]: +44 (0)20 7220 6704Mobile: +44 (0)7734 717425

Kit graduated from the University of Durham with a BA in Ancient History and Archaeology and completed a Graduate Diploma in Law and Legal Practice Course at BPP in London. Kit joined Ashurst LLP in 2006, qualifying as a solicitor in 2008 into the M&A team, where he focused on Private Equity, Private and Public M&A.

In 2014, Kit joined AIG as a senior underwriter in the M&A team in London underwriting warranty and indemnity insurance on UK and European M&A transactions. Whilst at AIG, Kit underwrote a variety of W&I risks including AIG’s largest primary transaction written to date. Kit joined Pembroke in July 2015 where he continues to write UK and Northern European W&I business, as well as focusing on the growing W&I markets in the Middle East and Eastern Europe.

MARKUS MESSINGERSenior Mergers and Acquisitions Underwriter, [email protected]: +49 (0)694 272 604 10Mobile: +49 (0)174 240 50 13

Markus leads Ironshore’s Mergers and Acquisitions team for Germany, Austria and Switzerland.

Before joining Ironshore in 2017, Markus spent more than six years as a qualified lawyer in the corporate department of international law firm Milbank, Tweed, Hadley & McCloy. He advised across the full range of private equity as well as corporate M&A transactions.

Markus graduated from the University of Hanover, Germany (1.Staatsexamen). While obtaining his doctoral degree from the University of Hanover, he was a Visiting Scholar at Northwestern University, Chicago. Markus did his legal training (Referendariat) at the Higher Regional Court Hamburg including stages at international law firms Freshfields Bruckhaus Deringer and Taylor Wessing.

CARL CHRISTIAN RÖSIÖSenior Mergers and Acquisitions Underwriter, [email protected]: +44 (0)20 7337 4557Mobile: +44 (0)7710 710835

Carl Christian graduated from the University of Stockholm with a Master of Laws degree (LL.M.) in 2009 and did law studies at Université Panthéon Assas (Paris II). He was admitted to the Swedish Bar in 2012. Carl Christian has experience working in the M&A/Corporate teams of the Swedish firm Lindahl and the international firm Baker & McKenzie. At Lindahl, he was recognized as a “Valuable Adviser” by the ranking institute Legal 500. In 2014, he joined the M&A team at international insurance broker JLT (Jardine Lloyd Thompson) where he advised Nordic and international clients on a large number of complex transactions prior to joining Pembroke/Ironshore as a Senior Underwriter in 2017. Carl Christian is co-author of the first Swedish book on Private Equity/Venture Capital transactions and investments and is native in Swedish and bilingual proficiency in the other Scandinavian languages.

Page 3: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

AUDE BONNEMAISONContinental Europe [email protected]: +44 (0)20 7220 6720Mobile: +44 (0)7885 971164

Aude graduated from the University of La Sorbonne with a Master Degree in Business and Tax Law and was admitted to the Paris Bar in 2011. Aude joined the Paris office of King and Wood Mallesons (SJ Berwin) in 2011 into the M&A/Private Equity team where she focused on acquisitions and divestments of companies for French and foreign private equity funds and investors.

In 2013, Aude joined AIG as a senior underwriter in Paris and product leader for the France-Benelux zone. She spent several months in London with the UK team underwriting warranty and indemnity insurance on European M&A transactions. Aude joined Ironshore’s M&A team in November 2015.

SAMUEL WHITEMANSenior Mergers and Acquisitions [email protected]: +44 (0)20 7220 6731Mobile: +44 (0)7474 805701

Samuel graduated from the University of Birmingham with a BSC in Commerce and completed a Graduate Diploma in Law and Legal Practice Course at BPP in London. Samuel joined Nabarro LLP in 2010, qualifying as a solicitor in 2012 into the corporate department. Samuel focused on Private and Public M&A transactions in various sectors including real estate and technology, with a number of those transactions being W&I insured.

In January 2016, Samuel joined Ironshore’s M&A team in London underwriting warranty and indemnity insurance on UK and European M&A transactions.

BARBARA MAGNIMergers and Acquisitions [email protected]: +44 (0)20 7337 4430Mobile: +44 (0)7713 395778

Barbara graduated from Universita’ Cattolica of Milan with a Master Degree in Business Law and was admitted to the Milan Bar in 2010. Barbara joined the Corporate Department of an Italian independent leading law firm in Milan, where she focused on Private M&A. While working in the London office, Barbara completed a Graduate Diploma in Law and Legal Practice Course at The University of Law in London. Barbara joined Clyde & Co LLP (London) in 2014, qualifying as a solicitor in 2016. During her training contract she spent 6 months seconded to the W&I team at XL Catlin.

In 2016, Barbara joined Pembroke as an underwriter in the M&A team in London underwriting warranty and indemnity insurance with a focus on Continental European M&A transactions.

Page 4: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

DAVE LUCKETTMergers and Acquisitions [email protected]: +44 (0)20 7337 4524

Dave graduated from the University of Cape Town in 2009 with a Postgraduate LLB and became a qualified attorney in South Africa in the beginning of 2012. Dave joined the Hogan Lovells Corporate/Commercial department in 2010 where he had a particular focus on telecoms and mining related M&A transactions before moving to Edward Nathan Sonnenbergs (ENSAfrica) in 2012. While at ENSAfrica, which is South Africa’s most prestigious and largest law firm, Dave’s main practice areas included M&A, corporate governance and black empowerment.

In 2014, Dave moved to London and joined DLA Piper where he worked as a Corporate Associate and concentrated on real estate, technology and Africa-focused transactions within the M&A (mostly private), joint ventures and private equity practice areas. Dave joined Ironshore’s Mergers & Acquisitions and Tax team in 2017.

DANIEL MÜLLER Mergers and Acquisitions Underwriter, [email protected]: +49 (0)694 272 604 20Mobile: +49 (0)174 301 90 11

Before joining Ironshore in 2017, Daniel spent more than four years as a qualified lawyer in the corporate department of European law firm Noerr LLP. He advised across the full range of finance transactions with a special focus on acquisition and real estate finance.

Daniel graduated from the University of Heidelberg, Germany (1.Staatsexamen) and also obtained his doctoral degree from the University of Heidelberg. He did his legal training (Referendariat) at the Higher Regional Court of Frankfurt including a stage in London.

Daniel is an underwriter in the M&A team in Frankfurt underwriting warranty and indemnity insurance with a focus on German, Austrian and Swiss M&A transactions.

LAUREN GILBERT Mergers and Acquisitions Operations [email protected]: +44 (0)20 7220 6734Mobile: +44 (0)7474 580498

Lauren joined Ironshore in August 2016 after working for Strutt and Parker LLP as a Group Accountant. She is Part-Qualified ACA and qualified MAAT. Previously Lauren spent 5 years working at St Martins Property Corporation as a Group and Property Accountant responsible for a portfolio of London based properties.

Page 5: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

CAROLINE HAMRÉN Underwriting Assistant, Mergers and Acquisitions [email protected]: +971 (0)4 327 5060Mobile: +971 (0)56 7849 749

HANNA STERNAnalyst, Mergers and Acquisitions [email protected]: +44 (0)20 7337 4465Mobile: +971 (0)56 7849 749

Caroline graduated from City University London with a Bachelor degree in Law. During her final year of study, she was accepted onto the Professional Business Mentoring Program where she was mentored for a year by a lawyer specializing in corporate business.

Based in Dubai, United Arab Emirates, Caroline joined Visionary/Ironshore from another MGA in the DIFC in July 2015. Working closely with the London M&A team, she is responsible for developing market presence and for growing the W&I business in the Middle East region.

Caroline is fluent in all of the Scandinavian languages, which adds further value and reach to the M&A team.

Hanna graduated from the University of Stockholm with a Master of Laws degree (LL.M.) in 2017. In addition to obtaining a Bachelor of Arts in 2011 she also studied Business Economics. During the last year of law studies Hanna worked as a paralegal at a Swedish Law firm.

Prior to joining Pembroke/Ironshore in 2017, Hanna worked with issues regarding data protection, writing numerous articles and giving lectures on the subject.

Hanna is native in Swedish and has bilingual proficiency in Norwegian and Danish.

HOLLIE MARKHAMAnalyst, Mergers and [email protected]: +44 (0)20 7337 4425

Hollie works as an analyst alongside the M&A team. Prior to joining Ironshore, Hollie graduated last year in Law from The University of Sheffield and spent a year studying at Copenhagen University in Denmark. After travelling for several months around Asia; Hollie worked as a Legal & Compliance Associate, helping General Counsels from various FTSE 100 companies to solve their strategic problems.

Page 6: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

AUSTRALIA

NICHOLAS FERRARIMergers and Acquisitions Underwriter [email protected]: +61 2 9258 3014Mobile: +61 439 600 870

Nicholas is a mergers and acquisitions underwriter in Ironshore’s Sydney office. Nick focuses on transactions across the Asia-Pacific region as part of a team of underwriters operating out of Sydney, Singapore, Hong Kong and Tokyo.

Nick is a qualified solicitor (admitted in New South Wales, Australia) with 5 years’ experience in corporate law, working on private M&A and private equity transactions while at King & Wood Mallesons. Nick holds a Bachelor of Laws (Hons) and Bachelor of Arts (Politics) from Macquarie University.

APAC

WILLIAM LEWIS APAC Head of Mergers and Acquisitions [email protected]: +61 2 9258 3015Mobile: +61 418 479922

William is the APAC Head of Mergers & Acquisitions and Tax. William joined Ironshore from Allen & Overy in early 2013 to establish the Australian office and the Mergers & Acquisitions and Tax offering.

Prior to joining Ironshore, William was a private equity lawyer specialising for more than 10 years in tax structuring. William has worked at Weil Gotshal and Manges, Allen & Overy and at PricewaterhouseCoopers. William has a deep understanding of private equity transactions, tax structuring and insurance having advised numerous private equity houses while based in London, Australia and New Zealand.

William has a B’Com & LLB from the University of Canterbury and a Master of Laws (Tax & Commercial) from the University of Sydney.

DANIEL THIEVIASINGHAM Mergers and Acquisitions [email protected] Direct: +61 2 9258 3013

Daniel is a mergers and acquisitions underwriter in Ironshore’s Sydney office. He focuses on transactions across the Asia-Pacific region as part of a team of underwriters in Sydney, Singapore, Hong Kong and Tokyo. Prior to joining Ironshore, Daniel worked in Deloitte’s Sydney tax division, specialising in mergers and acquisitions and corporate tax. Daniel holds a Bachelor of Business (Finance) and a Bachelor of Laws from the University of Technology, Sydney and has admitted as a solicitor in New South Wales, Australia.

Page 7: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

GEOFFREY LEE Senior Mergers and Acquisitions [email protected] Direct: +852 3975 9188 Mobile: +852 6717 6250

Geoffrey is a senior associate M&A underwriter at Ironshore specializing in underwriting transaction risks relating to mergers and acquisitions throughout the Asia-Pacific region. Geoffrey has worked full-time at Ironshore since March 2014, following a four-month secondment in mid-2013.

Geoffrey’s prior experience includes more than five year’s legal experience at international law firm DLA Piper. He has been involved in a broad range of corporate and commercial advisory work with a particular focus on mergers and acquisitions. Geoffrey also worked in London with DLA Piper UK LLP in 2012. Geoffrey holds a Bachelor of Laws (Hons) from Sydney University and is currently completing a Masters of Law at Sydney University. Geoffrey also holds a Bachelor of Commerce (Finance), University of Sydney.

HONG KONG

SINGAPORE

BENN WILSONSenior Mergers and Acquisitions Underwriter [email protected]: +65 63207012Mobile: +65 97522412

Benn is a mergers and acquisitions insurance underwriter based in Ironshore’s Singapore office. Benn covers the Asia-Pacific region as part of a team of underwriters operating out of Sydney, Tokyo and Hong Kong.

Benn is a qualified solicitor (England & Wales) and graduate of Cambridge University with 10 years of experience in M&A, mostly in the Asia-Pacific region. He started his career in London as a corporate M&A lawyer with Ashurst LLP in 2006 before moving with Ashurst to Tokyo and then to Singapore, where he has lived for the last six years. After leaving Ashurst and before joining Ironshore, Benn spent two years with a telecommunications company as an M&A adviser for the Asia-Pacific region.

In recent years, Benn has spent a significant amount of time in Indonesia and Myanmar working on telecommunications projects and venture capital investments. Since joining Ironshore as an underwriter, Benn has been involved with several large multi-jurisdictional transactions underwriting risks across the Asia-Pacific region.

STEVEN HARWOOD Tokyo, Seconded to Lloyd’s JapanSenior Mergers and Acquisitions Underwriter [email protected]: +81 (0)3 5656 6934 www.lloyds.com/japan

Steven is Pembroke Syndicate’s M&A insurance underwriter in Tokyo seconded into the offices of Lloyd’s Japan Inc. A long-term resident of Japan, Steven is fluent in Japanese. As a qualified solicitor, Steven spent over 10 years working on cross-border M&A deals in the Tokyo office of the international law firm Herbert Smith Freehills. Before qualifying as a solicitor, Steven spent six years working on the Japanese reinsurance account of Willis, which involved negotiating reinsurance contracts on behalf of a number of Japanese non-life insurers.

TOKYO

Page 8: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

AMERICAS

NAVINE AGGARWALSenior Vice President & Head of Americas Mergers and Acquisitions [email protected] Direct: +1 646 826 6630Mobile: +1 646 634 4510

Navine is the Head of Ironshore’s Americas M&A team and is responsible for underwriting and production for the region. Prior to joining Ironshore, Navine spent over three years in Allied World’s North American M&A insurance team where he joined at the ground level and helped build the North American platform.

Navine’s experience prior to working in the insurance industry included practicing law in Ropes & Gray’s Private Equity Group in New York and serving as Director of Legal Operations at Thomson Reuters for the global legal department. He began his career as an Investment Banking Analyst at Macquarie, specializing in infrastructure.

Navine earned Masters of Business Administration (MBA) and Juris Doctor (JD) degrees from the University of Toronto and a Bachelor of Business Administration (BBA) degree from York University.

PATRICK RYANVice President & Senior Production Specialist, Mergers and [email protected]: +1 646 826 6772Mobile: +1 646 634 4540

Pat is a Vice President at Ironshore and a member of the Americas Mergers & Acquisitions practice based in New York. He is responsible for underwriting, production and distribution of transactional liability insurance products, including Representations and Warranties, Contingent Risk and Tax Liability Insurance products. Pat joined Ironshore in 2016 in his current role.

Pat has 15+ years of insurance experience, including over ten years working within the transactional insurance space. Prior to joining Ironshore, he was Assistant Vice President at Allied World Assurance Company in New York, Underwriting Manager at Zurich Financial Services in New York and a Vice President at AIG, also in New York. He began his career at Gulf Insurance Company (now Travelers) in New York where he was responsible for underwriting, production and distribution of Directors & Officers Liability Insurance and Employment Practices Liability Insurance.

Pat earned a Bachelor of Science (BS) degree with a major in Finance from Villanova University and a Master of Business Administration (MBA) from Yale University School of Management.

SEAN HARRIGAN Vice President & Senior Production Specialist, Mergers and [email protected] Direct: +1 646 826 4882Mobile: +1 914 419 7543

Sean is a Vice President at Ironshore and a member of the Mergers & Acquisition team. He joined Ironshore in 2017 in his current role and works in Ironshore’s New York office. Sean is responsible for underwriting, production and distribution of transactional liability insurance products, specializing in representations and warranties insurance. Prior to joining Ironshore, Sean practiced law at Baker & Hostetler LLP, DLA Piper LLP and Dewey & LeBoeuf LLP where he focused on private Mergers & Acquisitions transactions. Sean earned a Bachelor of Business Administration degree from the University of Notre Dame and a Juris Doctor from the Fordham School of Law.

Page 9: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

AARTIE MANANSINGHAssistant Vice President and Production Specialist, Mergers and Acquisitions [email protected] Direct: +1 646 826 6767Mobile: +1 646 634 3976

Aartie is an Assistant Vice President at Ironshore and a member of the Americas Mergers & Acquisitions practice based in New York. She joined Ironshore in 2016 in her current role.

Prior to joining Ironshore, Aartie served as a Senior Underwriter with the North American Mergers & Acquisitions team at Allied World, where she was responsible for underwriting, policy drafting and production for Transactional Liability insurance products. Previously, Aartie also served as a Corporate Associate at the New York office of Kelley Drye & Warren LLP where she focused her practice on mergers and acquisitions, equity and debt offerings, and securities compliance work.

Aartie graduated magna cum laude from Georgetown University where she earned a Bachelor of Science in Foreign Service concentrating in International Politics. She also holds a Juris Doctor from the Georgetown University Law Center. Aartie is a member of the New York State Bar.

ALEXANDER PAVLOU Production Specialist, Mergers and Acquisitions [email protected] Direct: +1 646 351 1016Mobile: +1 310 218 3008

Alexander is a Production Specialist at Ironshore and a member of the Americas Mergers & Acquisitions practice based in New York. He joined Ironshore in 2017. Prior to joining Ironshore, Alexander was an Associate at NewOak Capital. He acted as a lead financial litigation consultant aimed at providing expert advice or formal opinions on complex securities litigation.

Alexander graduated cum laude from Pace University where he earned his B.A. He also holds a J.D. from New York Law School. Alexander is member of the New York and New Jersey State Bar.

DANA GAMBRO Production Specialist, Mergers and Acquisitions [email protected] Direct: +1 646 826 6637Mobile: +1 908 451 3628

Dana is a Production Specialist and a member of the Americas Mergers & Acquisitions team based in New York. She joined Ironshore in 2017 in her current role.

Prior to joining Ironshore, Dana was an associate of the law firm Carroll, McNulty & Kull LLC where she litigated insurance defense and coverage matters. Dana graduated magna cum laude from Lafayette College with a Bachelors of Arts degree. Dana also earned a Juris Doctor from Tulane University Law School and is a member of the New York State Bar.

Page 10: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

CRISTINA MERRY DEL VAL Production Specialist, Latin America & Caribbean, Mergers and Acquisitions [email protected] Direct: +1 (786) 216-1226Mobile: +1 (786) 778-7830

Based in Ironshore’s Miami office, Cristina leads the M&A Insurance effort in Latin America and the Caribbean and is part of the Americas Mergers & Acquisition team.

She joined Ironshore in 2014 in order to develop Specialty Lines across the Latin American and Caribbean regions, and was responsible for the Professional Lines, Financial Institutions and Political Risk businesses. She also helped implement new lines across the region such as Residual Value Insurance and Agriculture.

Prior to joining the insurance market, Cristina spent 13 years at Goldman Sachs, initially in the United Kingdom and later in Spain. During her tenure, she specialized in offering tailored solutions both on the Securities and the Asset Management Division, targeting clients across the Institutional as well as High Net Worth spaces. Throughout her career at Goldman Sachs, Cristina focused predominantly on the Iberian and Latin American markets.

Cristina holds a Bachelor’s degree in Business Administration and Management from Comillas-ICADE (Madrid, Spain), and was awarded a scholarship at ESSEC Business School (Paris, France). She collaborated with IE Business School as a guest lecturer for the full-time MBA program, focusing in particular on Global High Yield Markets.

ANDREA TSOULOGIANNIS Assistant Vice President, Mergers and Acquisitions [email protected]: +1 416 216 2377Mobile: +1 416 315 1097

Andrea is an Assistant Vice President at Ironshore and a member of the Americas Mergers & Acquisitions practice based in Toronto. She joined Ironshore in 2017 in her current role.

Prior to joining Ironshore, Andrea served as a Corporate Associate at Goodmans LLP where she focused her practice on corporate law, mergers and acquisitions and securities compliance work.

Andrea graduated with distinction from Wilfrid Laurier University where she earned an Honours Bachelor of Business Administration. She also holds a Juris Doctor from Osgoode Hall Law School. Andrea is a member of the Ontario Bar.

CHRISTOPHER BAYSProduction Counsel, Mergers and Acquisitions [email protected] Direct: +1 646 826 4895Mobile: +1 908 752 0977

Christopher is Production Counsel at Ironshore and a member of the Americas Mergers & Acquisitions practice based in New York. He joined Ironshore in 2017 in his current role. Prior to joining Ironshore, Christopher served as an Associate at the New York office of Kaufman Dolowich & Voluck, LLP where he focused his practice on securities, fidelity and surety, commercial litigation and insurance law, representing insurers and their insureds in litigation involving securities act violations, D&O liability, representations and warranties, and other corporate exposures. Christopher graduated from Moravian College where he earned a Bachelor of Arts in Law & Society and a minor in accounting while receiving a four-year varsity letter as a member of the university’s men’s basketball team. Christopher also holds a MBA from Centenary College and a Juris Doctor from Seton Hall University School of Law. Christopher is a member of the New York and New Jersey State Bars.

Page 11: MERGERS & ACQUISITIONS AND TAX INSURANCE · Analyst, Mergers and Acquisitions hanna.stern@ironshore.com Direct: +44 (0)20 7337 4465 Mobile: +971 (0)56 7849 749 Caroline graduated

CAROLYN GARRICKDeal [email protected] Direct: +1 646 826 6647

Carolyn joined Ironshore in August 2016 and is responsible for providing operational support to the Americas Mergers & Acquisitions team including data analytics and reporting, policy issuance, and administration of subjectivities and submissions. Prior to joining Ironshore, Carolyn held roles within the fashion industry as an account executive and sales manager. Carolyn holds a Business Administration Degree.

TAX

TOM CARTWRIGHT Head of Tax Liability Insurance Mergers and Acquisitions [email protected]: +44 (0)20 7220 6718Mobile: +44 (0)7474 581494

Tom is the head of the Tax Liability Insurance team at Ironshore International with responsibility for underwriting specific tax risks globally. He joined Ironshore in November 2015.

Prior to joining Ironshore, Tom was a partner in the market-leading tax team of international law firm Pinsent Masons LLP, having previously spent 10 years in the tax department of Ashurst LLP. Tom advised on a wide range of UK and international tax matters, specializing in private equity buy-outs, fund formation for private equity, debt and real estate funds, group reorganizations and restructuring, and advising on mergers and acquisitions, real estate transactions and tax disputes. His practice was particularly focused on the energy and financial services sectors.

Tom graduated from the University of Oxford with a BA in Modern History and subsequently obtained a Master of Laws (LLM(Tax)) from King’s College, London. He has worked in a number of consultation groups with HMRC and held memberships in the VAT Practitioners’ Group and the UK Oil Industry Tax Committee.

ADAM SINGER Senior Tax [email protected]: +44 (0)20 7337 4562Mobile: +44 (0)7720 680398

Adam graduated from the University of Oxford with a BA in Modern History and qualified in 2006 as a lawyer in Allen & Overy’s tax department and subsequently worked at Nabarro and Bird and Bird. Adam has extensive experience in a wide range of tax matters, including mergers and acquisitions, reconstructions, returns of proceeds to shareholders, real estate transactions and corporate finance.

Adam joined Ironshore in September 2015 as a senior tax underwriter specializing in international Tax Opinion Insurance.

Adam is a member of the Chartered Institute of Taxation.

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RACHEL HINESenior Tax [email protected]: +44 (0)20 7220 6773Mobile: +44 (0)7455 719186

Rachel joined Ironshore’s Tax Liability Insurance team in June 2017.

Rachel is a UK qualified tax lawyer with over a decade of legal and tax experience. Rachel trained and worked for Nabarro specialising in property tax structuring and M&A transactions before moving in-house to Bank of America Merrill Lynch providing international tax advice including advising on a number of complex multi-jurisdictional restructurings and several large cross-border divestitures. More recently, Rachel was part of the Transaction Risk Insurance team at Tokio Marine HCC.

Rachel holds a law degree from the University of Nottingham and she is a Chartered Tax Adviser.

CLAIMS

NATALIE GRAHAMClaims [email protected]: +44 (0)20 7337 4490

Natalie manages the M&A, Professional & Financial Lines claims team, which comprises six adjusters. Before joining Ironshore in 2010, Natalie worked for nine years as a lawyer, five of which were spent in one of the largest and best-known insurance/disputes teams in London. Natalie also handles political risk claims for the syndicate and frequently advises underwriters on claims-related wordings issues.

Alex is a claims adjuster in the Professional & Financial Lines claims team. Alex is developing a specialization in M&A, as well as dealing with a varied caseload of FI, PI, D&O and Political Risks claims. Prior to joining Ironshore, Alex qualified as a lawyer and spent three years post-qualification working in Mills & Reeve’s insurance disputes team, and then adjusted complex claims in the Financial Lines team at AIG.

ALEX TANNERClaims [email protected]: +44 (0)20 7337 4595

About Ironshore

Ironshore, a Liberty Mutual Company, provides broker-sourced specialty property and casualty insurance coverages for varying risks located throughout the world. Select specialty coverages are underwritten at Lloyd’s through Ironshore’s Pembroke Syndicate 4000. The Ironshore group of companies is rated A (Excellent) by A.M. Best with a Financial Size Cat egory of Class XIV and A (Stable) by Standard & Poor’s. Pembroke Syndicate 4000 operates within Lloyd’s where the market rating is A (Excellent) by A.M. Best, AA- (Very Strong) by Fitch, and A+ (Strong) by Standard & Poor’s. For more information, please visit: www.ironshore.com.

The information contained herein is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any product or service. Any description set forth herein does not include all policy terms, conditions and exclusions. Bound insurance policies, rather than summaries thereof, govern. Not all insurance coverages or products are available in all states or regions and policy terms may vary based on individual state or region requirements. Some policies may be placed with a surplus lines insurer. Surplus lines insurers generally do not participate in state guaranty funds and coverage may only be obtained through duly licensed surplus lines brokers.

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