The beginning of 2018 saw a number of deals for the Life, Health and P/C insurance industries. With the uncertainty of corporate tax reform and other factors looming, will we see a surge in M&A or will the recent lack of deals continue? Join us to learn what industry experts predict for the insurance M&A landscape moving forward.
Attendees of this webinar will receive a discount to attend the 9th Annual Insurance M&A Symposium in New York.
Tim Zawacki has covered the insurance industry in various capacities since joining S&P Global Market Intelligence, formerly SNL Financial, in 1999. Currently, he authors the annual US P&C Market Report, containing an historical overview and projections of industry results for key lines of business. He also writes regular weekly columns and periodic research covering topics that include P&C and life industry financials, M&A activity and various strategic developments impacting the insurance sector.
Tim is a frequent speaker and moderator at Knowledge Center programs on various insurance industry topics. Previously, Tim served as writer and editor for various SNL publications, including the SNL Insurance Daily and Insurance Investor.
He is a graduate of the University of Virginia.
Mark Purowitz is a Principal in the Financial Services unit of Deloitte Consulting LLP. Mark has 30 years of broad financial services industry and consulting experience in the United States and internationally. He specializes in helping clients think about organic and inorganic growth, consider the impacts of growth on business design and customer experience, leveraging FinTech in corporate venture capital, and M&A strategy, planning and execution
Nicholas Potter is a corporate partner, Co-Chair of the firm’s Financial Institutions Group and a member of the firm’s Mergers & Acquisitions and Capital Markets Groups. He also served as the Co-Chair of the firm’s Pro Bono Committee from 2001-2012. Mr. Potter’s practice focuses on corporate transactions in the insurance industry; he advises insurers and reinsurers, private equity firms, investment banks, and other industry participants on public and private mergers, acquisitions, restructurings, corporate governance, regulatory issues, and capital markets transactions and financings including life insurance “embedded value” and excess reserve financings.
Mr. Potter is ranked in the top tier for the Insurance: Transactional and Regulatory category by Chambers USA (2012-2016), which notes that he is an “outstanding lawyer,” and “deserves the utmost respect for his tremendous integrity.” Chambers USA (2008-2009) describes him as a leading insurance transactional and regulatory lawyer with “top-notch negotiation skills” and “the ultimate professional – a hard-working, dedicated lawyer who knows insurance, M&A and corporate law like the back of his hand. It’s a formidable package of skills.” Mr. Potter is also recognized by The Legal 500 US (2012-2016), which notes that he is the “authority on insurance M&A and provides instant credibility when he enters the room,” and by IFLR1000 (2017) as a leader in M&A. Mr. Potter was recognized as a New York Lawyer of the Year by The Best Lawyers in America (2017). He was also named “Dealmaker of the Week” by The Am Law Daily (2012) for his leading role in advising both Canadian insurance company Sun Life Financial and specialty insurer Markel Corporation in two separate transactions that were announced just days apart.
Mr. Potter’s recent articles include “The Legal 500: Insurance & Reinsurance Country Comparative Guide,” The In-House Lawyer (April, 2017); “Developments At The NAIC Spring Meeting,” Parts 1–3, Law360 (April, 2016); “Financial Buyer Participation In the Insurance Industry: An Update for 2015,” FC&S Legal (July, 2015); “NAIC 2015 Spring National Meeting,” Insurance Coverage Law Report (May/June, 2015); “Up To 49 Percent Foreign Ownership Of Indian Insurers Is Now Law,” FC&S Legal (May, 2015); “Citing Private Equity Concerns, New York Department of Financial Services Proposes Increased Scrutiny and Disclosure for Acquisitions of New York Domestic and Commercially Domiciled Insurers,” FC&S Legal (June, 2014); “Report on the NAIC 2014 Spring National Meeting,” FC&S Legal’s “Eye on the Experts” blog (April, 2014); “FSB Applies G-20 ‘Key Attributes’ to Insurers,” Westlaw Journal (October, 2013); and “The Beat Goes On,” Best's Review (February, 2013).
Mr. Potter received his A.B. magna cum laude from Harvard College in 1985 and his J.D. from Harvard Law School in 1988. He is a member of the Association of the Bar of the City of New York and the American Bar Association and regularly writes and speaks on insurance industry M&A and finance topics. Mr. Potter serves on the Board of Directors of Poets House, Inc. and Search and Care, Inc.
