Troutman Pepper Locke LLP‘s insurance team is co-led by Steven Whitmer, Zachary Lerner, and William O’Neill, who are based in Chicago, New York, and Washington DC, respectively. The practice provides regulatory and transactional advice to clients ranging from insurance brokerages to insurance holding companies. Lerner has strong expertise in the formation and licensing of insurance companies. Other notable members of the New York team include John Emmanuel, who handles insurance acquisitions, and Alan Levin, who regularly acts for domestic and international insurers and reinsurers. Also based in New York is Moya McKenna, who serves as regulatory counsel in acquisitions.
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Testimonials
Collated independently by Legal 500 research team.
‘This practice has incredible depth on various insurance regulatory matters. The different subject matter experts collaborate so you always get a full service experience regardless of the topic. They also provide legal advice that is easy to reach and therefore easy to share with our business colleagues.’
‘Zachary Lerner - depth of knowledge and willingness to bring in colleagues for areas for any subject matters he may need assistance with. I also appreciate his commercial sensibility as he recognizes that he has to provide solutions that will actually be implemented and followed by his clients.'
Key clients
- Arthur J. Gallagher & Company
- Infineo
- The Baldwin Insurance Group
- Alliant Insurance Services
- Philadelphia Insurance Companies
- 2-10 Home Buyers Warranty
- Accession Risk Management Group, Inc.
- Strategic Risk Alternative dba SRA
- Abacus Life, Inc.
- AmTrust Financial Services, Inc.
Work highlights
Advised Baldwin Insurance Group on their formation of a sponsored reciprocal insurance exchange, Builder Reciprocal Insurance Exchange (BRIE) and negotiation of $110M of associated surplus notes, including $95M with Gallatin Point Capital.
Represented Old Republic International Corporation, a specialty insurer that operates diverse property and casualty and title insurance companies, in its definitive agreement, pending regulatory and policyholder approval, to acquire Everett Cash Mutual Insurance Co. and affiliated companies following its conversion to a stock company in a sponsored demutualization transaction.
Advised Risk Theory, LLC, an insurance holding company, in connection with the sale of its casualty-focused wholesale brokerage subsidiary, Risk Transfer Partners (RTP), to CRC Group, a leading independent wholesale specialty insurance distributor in North America.
Practice head
Steven Whitmer; Zachary Lerner; William O’Neill
Other key lawyers
John Emmanuel; Alan Levin; Moya McKenna