REPRESENTATIVE EXPERIENCE
Jim’s representative experience includes:
- The Board of Directors of FBL Financial Group, Inc. in its $471 million sale of EquiTrust Life Insurance Company to Guggenheim Partners LLC.
- AEGON NV in its sale of Transamerica Reinsurance to SCOR SE for $1.4 billion.
- Lincoln National Corporation in its $7.5 billion merger with Jefferson-Pilot Financial Corporation.
- Munich Re Group in its $1.3 billion acquisition of The Midland Company.
- Markel Corporation in its acquisition of Aspen Holdings, Inc. for cash consideration of $135 million plus certain contingent valuation rights.
- Munich Re Group in its $747 million acquisition of The Hartford Steam Boiler Group from AIG.
- The Guardian Life Insurance Company of America in its $400 million surplus note offering.
- MetLife in connection with a $350 million letter of credit facility to provide funding support for triple X and A-triple X reserves and in the transfer of certain workers’ compensation business to The Travelers Indemnity Company.
- The Hanover Insurance Group in its sale of First Allmerica Financial Life Insurance Company to Commonwealth Annuity and Life Insurance Company.
- Hartford Life Insurance Company in its acquisition of the annuity, life and investment businesses of the Fortis Financial Group for $1.1 billion; the group benefits division of CNA Financial Corporation for $570 million; various blocks of life and annuity business from Confederation Life, Fidelity Bankers Life, Investors Equity Life of Hawaii, Mutual Benefit Life and Pacific Standard Life; and in the sale of its cancer and dread disease business to AIG for an undisclosed amount.
- Munich Re Group in its $352 million acquisition of Sterling Life Insurance Company and Olympic Health Management Systems, Inc. from Aon Corporation.
- Securian Financial Group, Inc. in connection with its acquisitions of Balboa Life Insurance Group from Bank of America and of American Modern Life Insurance Company and Southern Pioneer Life Insurance Company from American Modern Insurance Group, Inc.
- National Life Insurance Company in its $200 million surplus note offering.
- The Guardian Life Insurance Company of America in its acquisition of a controlling interest in eMoney Advisor LLC and in the termination of its small medical group joint venture with Health Net, Inc.
- Scottish Re Group Ltd. in various Regulation XXX securitizations, capital markets transactions and reinsurance transactions.
- Centene Corporation in its acquisition of Celtic Insurance Company.
- General Electric Company and Genworth Financial in a $24.2 billion reinsurance and $1.86 billion capitalization of Union Fidelity Life Insurance Company to facilitate the initial public offering of Genworth Financial.
- Aetna in the sale of its individual life insurance business to Lincoln Financial Group for $1 billion and its acquisition of blocks of business from Confederation Life and Mutual Benefit Life.
- Genworth Financial in various XXX and AXXX securitization transactions; the acquisition of Signature Financial/Marketing Group from Montgomery Ward for $885 million; various reinsurance or servicing transactions involving blocks of debit life, term life and long-term care insurance; and various insurance holding company act transactions.
- Aurora National Life Assurance Company in the reinsurance of more than $3 billion of life and annuity reserve liabilities with Swiss Re Life & Health America, Inc.
PROFESSIONAL HONORS AND AWARDS
- Recognized by Chambers USA in the area of insurance transactional and regulatory
- Recognized by The Legal 500 United States
- Named to The Best Lawyers in America
- Rated “AV” Preeminent by Martindale-Hubbell
- Named a Leading Lawyer in Illinois for Insurance, Mergers and Acquisitions and Reinsurance Law
- Named to The International Who’s Who of Business Lawyers
- Named to The International Who’s Who of Insurance and Reinsurance Lawyers
SPEAKING ENGAGEMENTS
- Speaker, “Material Adverse Change Clauses: Current Deal and Enforcement Trends” (2009)
- Speaker, CLE Presentations on Acquiring Business by Reinsurance and Reinsurance Credit Rules (2007)
- Speaker, ACI’s Second National Forum on Reinsurance Agreements (2006)
- Speaker, Global Life Insurance Securitization Conference, New York (2006)
- Speaker, CLE Presentation on Finite Risk Insurance and Reinsurance (2006)
