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Mergers & Acquisitions and Tax Insurance

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Mergers & Acquisitions and Tax Insurance MERGERS & ACQUISITIONS AND TAX INSURANCE 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. 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. EMEA 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. 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. KIT WESTROPP UK & Nordics Manager, Mergers and Acquisitions [email protected] Direct: +44 (0)20 7220 6704 Mobile: +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 MESSINGER Senior Mergers and Acquisitions Underwriter, DACH [email protected] Direct: +49 (0)694 272 604 10 Mobile: +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 RÖSIÖ Senior Mergers and Acquisitions Underwriter, Nordics [email protected] Direct: +44 (0)20 7337 4557 Mobile: +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. AUDE BONNEMAISON Continental Europe Manager [email protected] Direct: +44 (0)20 7220 6720 Mobile: +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 WHITEMAN Senior Mergers and Acquisitions Underwriter- [email protected] Direct: +44 (0)20 7220 6731 Mobile: +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 MAGNI Mergers and Acquisitions Underwriter [email protected] Direct: +44 (0)20 7337 4430 Mobile: +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. DANIEL MÜLLER Mergers and Acquisitions Underwriter, DACH [email protected] Direct: +49 (0)694 272 604 20 Mobile: +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. DAVE LUCKETT Mergers and Acquisitions Underwriter [email protected] Direct: +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.
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