- Negotiated, structured, and handled complex business workout on behalf of National Insurer (named protected by confidentiality agreement). Was retained by insurance company to negotiate and structure a buy-out of a troubled insurance agency by another firm. The troubled agency had failed to remit large amounts of premium payments and had otherwise violated the agency agreement. Successfully negotiated, structured, and supervised the drafting and execution of all workout and closing documents. As a result, National Insurer recovered a large percentage of its anticipated premium dollar losses, and retained its book of business.
- Represented a national franchise company in its efforts to obtain specific intellectual property insurance coverage through the purchase of trade name or patent infringement insurance protection. Reviewed, analyzed and compared various specialty insurance products and insuring agreements and made recommendations to the client that culminated in the purchase of specific trade name infringement coverage from Underwriters.