Capital Management Strategies

Gill and Roeser identifies and executes divestiture and merger and acquisition strategies for small and mid-size property and casualty, life and health insurers, reinsurers and related service organizations.

We have advised on transactions ranging in size from $10 million to $500 million and specialize in strategic fits, where our knowledge, experience and excellent networks help find the perfect match. Our transactions are generally private and are conducted with the strictest confidentiality.

Services Include:

• Evaluation of a business or product line
• Feasibility analysis for raising capital
• Preparation of the business plan and offering documents
• Identification and solicitation of investors
• Evaluation and analysis of transaction structures
• Due diligence
• Negotiation and closure
• Structural and capital strategies for mutual insurers
• Fairness opinions

In addition, we are a leader in capital formation including start-ups as well as second- and third-stage developments. Our prospective investor groups include qualified, strategic investors spanning all sectors of the insurance and reinsurance markets, and covering a wide range of interests.

For more information, contact: Kirk Roeser, Steve Bolland, Herbert Goodfriend,
Peter Larsen, Dale Myer or Ed Santos.