November 2020

Mr. Benzaquen has over 12 years of experience in supporting the assurance needs of financial services clients.  Jacob’s primary focus is auditing organizations on their governance and compliance programs. He has experience in SOX controls, COSO framework, US GAAP, IFRS, and statutory reporting. Most recently, Mr. Benzaquen has focused on auditing the investment portfolio of […]

Mr. Rozek has over 16 years of experience in financial services with expertise in technical accounting matters, SEC reporting requirements, internal control over financial reporting, finance and business process design and identification of organizational and financial risk. He has served some of the largest multinational finance and insurance corporations across the industry covering general insurance,

Mr. Latini has over 25 years of experience providing corporate finance and investment banking services to middle market and large corporate clients. He leads the firm’s insurance industry effort and focuses on merger and acquisition advisory services and capital offerings. His merger & acquisition transaction experience includes approximately $2 billion in transaction value and he

Mr. Johnson has over 30 years of experience in the insurance industry. He advises on insurance and insurer-related financial transactions with a focus on identifying and addressing insurance regulatory issues. He works with clients on the insurance regulatory implications of mergers, acquisitions and joint ventures; implementation of new regulatory requirements; reviewing transactional documents for insurance

Ms. Bourgon has over 20 years of experience in the insurance industry with multinational organizations, startups and as an insurance industry consultant. Currently, she oversees a portfolio of work that spans all sectors of the insurance industry. For the past 3 years, Andrée has focused on building the insurance strategy and transaction practice including a