Insurance
Griffin provides insurance carriers, distribution companies and other risk bearing entities with a broad range of strategic, financial and transactional investment banking services. With its affiliate, Griffin Risk Capital Partners, Griffin also has a deep understanding of risk finance, premium finance and life settlement financial structures.
Griffin is especially skilled in assisting mutual insurance companies explore their strategic options. Recently, Griffin and its affiliated law firm, Stevens & Lee, worked together with the Delaware Insurance Department and key legislators to draft the Delaware Insurance Company Mutual-to-Stock Conversion Act. As a result of this innovative legislation, Delaware will welcome mutual insurance companies to redomesticate to raise capital to fuel organic growth, fund acquisitions or participate in a sponsored conversion.
Griffin and its affiliated companies provide a wide range of investment banking, advisory and legal services to insurance companies, including:
- Mergers and Acquisitions
- Capital Planning
- Surplus Note Transactions
- Mutual Holding Company Formation
- Demutualization
- Risk Management
- Growth Strategies
- Alternative Market Structures
- Reinsurance
- Regulatory Compliance
- Risk Finance Structures including placement of unique risks
- Premium Finance Structures
- Life Settlement Transactions
- Mortality Coverages
Griffin has a national reach and can serve insurance companies wherever they may be located. Our analytical, modeling and research talent, coupled with a number of proprietary research tools, enhance our ability to deliver the highest value to our clients.
Griffin professionals have unique experience in the insurance industry that sets us apart from other firms:
- Jeff Waldron, Senior Managing Director, advises on mergers and acquisitions and capital formation. He is the author of the Pennsylvania Insurance Company Mutual-to-Stock Conversion Act and was similarly involved in drafting Delaware's demutualization legislation. For more than 25 years, he has worked with insurance companies and other financial institutions in more than 100 M&A transactions and has advised them in dozens of public and private capital raises, including surplus note, mutual holding company and demutualization transactions
- Alex Clark, Senior Managing Director, has more than 25 years of insurance industry investment banking experience and has completed more than 15 M&A transactions, three mutual-to-stock conversion transactions and over 75 initial and secondary public equity and debt offerings
- Scott Burgess, Senior Managing Director, has more than four decades of experience in the insurance industry, and provides a broad range of strategic, financial and transactional investment banking services
- Jeff Harenza, Managing Director, advises insurance companies and other financial institutions in connection with mergers and acquisitions and accessing alternative sources of capital
- Kevin Leigh, Vice President, advises insurance companies in transactional matters, including capital formation
- Steve Merrill, Vice President, provides transaction advisory and consulting services specializing in strategic alternative studies and transactional growth modeling for insurance companies and agencies
- Jason Hornberger, Analyst, performs research and analysis specific to the insurance industry
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