Kevin assists financial services clients, including insurers and reinsurers, with a broad range of transactions and issues.
He has extensive mergers and acquisitions experience, and has helped clients structure, negotiate and complete a wide range of transactions, including sales and acquisitions of insurance entities, reinsurance of blocks of insurance business, non-control investments, company formations, capital raising and corporate restructurings. Kevin has significant mergers and acquisitions experience involving retirement services businesses, broker-dealers and investment advisers. In addition to his transactional work, Kevin also regularly advises clients on compliance with state insurance regulations, including licensing requirements and filings under the state insurance holding company acts, and general corporate matters.
Represented Gemini Financial Holdings Corporation and its subsidiaries, including Olympus MGA Corp. and Olympus Insurance Company, a leading underwriting franchise in Florida, on its acquisition by SageSure.
Represented Equitable Holdings Inc. in its acquisition of Stifel Independent Advisors, LLC, a premier independent broker-dealer, registered investment adviser and a subsidiary of Stifel Financial Corp.
Represented IGM Financial Inc., one of Canada's largest diversified wealth and asset management companies, in its strategic investment in Rockefeller Capital Management as part of RCM’s $6.6 billion recapitalization.
Represented Somerset Reinsurance Ltd. in its reinsurance of a block of corporate-owned life insurance and bank-owned life insurance business from a US-domiciled life insurance company.
Represented Allianz SE in connection with the sale of its Fireman’s Fund insurance business to Arch Insurance North America for a transaction value of $1.4 billion.
Represented Empower, a leading provider of retirement and wealth management services, in the acquisition of Plan Management Corporation (PMC), the creator of OptionTrax, a leading digital equity plan administration platform and service provider.
Represented IGM Financial, one of Canada's largest diversified wealth and asset management companies, in its purchase of an approximately 20.5 percent equity interest in Rockefeller Capital Management, for consideration of approximately $622 million.
Represented Securian Financial Group, Inc. in the auctioned sale of its retirement plan recordkeeping business to Standard Insurance Company.
Represented Automobile Club of Southern California, the largest member club affiliated with the American Automobile Association (AAA) national federation, in the acquisition by its affiliated insurer the Interinsurance Exchange of the Automobile Club, of Wawanesa General Insurance Company.
Represented Pan-American Life Insurance Company in its acquisition of Encova Life Insurance Company from Motorists Commercial Mutual Insurance Company
Represented Empower in its acquisition of Prudential's retirement plan business for a total transaction value of $3.55 billion.
Represented National Western Life Insurance Company, a Colorado domestic life and annuity insurer, on a coinsurance with funds withheld and flow reinsurance transaction with Aspida Life Re Ltd., covering both in-force and newly-issued annuity contracts.
Represented Mutual of America Life Insurance Company, a New York domestic mutual life and annuity insurer, on its acquisition of 100% of the stock of Grandmark Funds, Inc. and its wholly owned subsidiary, Landmark Life Insurance Company.
Represented Empower in its acquisition of MassMutual’s retirement services business for a total transaction value of $3.35 billion.
Represented Munich Reinsurance America, Inc., a member of the Munich Re Group, on the sale of Munich Re Stop Loss, Inc. to TMS Re, LLC.
Represented Nassau Financial Group in its acquisition of Foresters Life Insurance and Annuity Company.
Represented Munich American Reassurance Company and Munich Re New Ventures in establishing Parachute Digital Solutions, an end-to-end insurance platform for digital marketing and sale of insurance products throughout the US.
Represented Great-West Life & Annuity Insurance Company in the sale of its individual life insurance and annuity business via reinsurance to Protective Life Corporation.
Represented Automobile Club of Southern California in the acquisition of 50% of Motor Club Insurance Company and in the formation of a related joint venture.
Represented MassMutual in the acquisition of the retail brokerage business of MetLife.
Recognized by Chambers USA: Guide to Leading Business Lawyers in the area of insurance (2025)
Recognized by The Legal 500 United States as a "Next Generation Partner" in the area of insurance: non-contentious (2025)
Recognized by The Legal 500 United States in the area of insurance: non-contentious (2022, 2024-2025)
New Jersey
New York
J.D., cum laude, Fordham University School of Law,
Cardozo Competition Editor, Fordham Law Moot Court Board; Member, Urban Law Journal