Josh is a Senior Vice President and M&A Advisory Practice Leader of Newfront Insurance and Financial Services. His responsibilities include operational leadership, client management, program design, and risk analysis for alternative asset managers and Newfront clients facing a merger or acquisition.
Did you have a Magic 8 Ball when you were younger? In case you weren’t as cool as I was, let me tell you how it worked. You would ask a question, shake the Magic 8 Ball, and flip it over to read a randomly generated answer. A standard Magic 8 Ball has 20 possible answers, […]
July 21st 2021
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The decision to implement a portfolio insurance program is not one that private equity firms take lightly. While pooling insurance programs across portfolio companies can yield significant savings and a more streamlined, coordinated risk management strategy, it can also mean severing existing relationships or adjusting to new administration. Having worked with many private equity firms […]
June 16th 2021
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As our portfolio company clients renew their D&O policies, the impact of COVID-19 on the renewal process is starting to become clearer. The private equity deal team typically gets involved with the D&O process when the transaction closes, and then the portfolio company management team facilitates the subsequent renewals. With the questions that underwriters are […]
May 12th 2020
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As we consider the potential sales of assets during the COVID-19 crisis, we can draw on our experiences from 2008, when many companies sold underperforming divisions or areas of their business that were deemed “non-core” in order to raise cash in the wake of the Great Recession. Having represented many private equity buyers in these […]
April 16th 2020
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The third installment in the ABD M&A Advisory series Finding the Upside in the Downturn When the recession hit, I got a lot of phone calls from clients asking if they could adjust the estimated exposures on their policies downward in the middle of the policy period. This is highly irregular, but we were able […]
February 20th 2019
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Portfolio company CFOs can recall the fear and uncertainty they experienced when the recession hit. Unprecedented market dynamics caused new concerns to emerge as they determined how the financial downturn would affect their company.
February 12th 2019
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