Spencer A.G. Curtis focuses his practice on mergers and acquisitions (M&A), investments, divestitures, private equity and debt financings, and general corporate and governance matters. Spencer has experience in cross-border and domestic public and private transactions across a broad range of often highly regulated industries. In particular, Spencer frequently guides clients in complex insurance and financial services industry transactions, including fintech and insurtech transactions, where he structures and negotiates strategic acquisitions and divestitures, joint ventures, equity investments, and recapitalizations, and manages the formation, financing, and licensing of new market entrants.
Aspen Insurance in the sale of its US and UK surety operations to Amynta Group
GoodWorks Insurance in the sale of Goodworks Financial Group to Assured Partners
The board of directors of NORCAL Mutual Insurance Co., a provider of medical professional liability insurance and risk management solutions to physicians, medical groups, hospitals, clinics, and allied healthcare, in its $450 million sale to ProAssurance Corp.
Aspen Insurance Holdings Limited in the $68.4 million sale of AgriLogic Insurance Services, a company that provides crop insurance, risk management, and grain marketing expertise, to CGB Diversified Services, Inc.
Tokio Marine Kiln Group in its acquisition of WNC Holding Co, a holding company for insurance service providers
The Oregon Insurance Department in connection with its review and approval of the joint venture between Moda Health Plan and Delta Dental of California. DDC invested $152 million of new equity capital for a 49.5% interest in Moda Health Plan’s parent company
Aspen Insurance Holdings in its acquisition of AgriLogic Insurance Services, a leading national crop insurance managing general agency and consulting business
Bermuda-based insurance run-off company Randall & Quilter Investment Holdings Ltd. in its acquisition of United States Sports Insurance Co. LLC, a Washington, DC-domiciled captive insurance company wholly-owned by USA Swimming Inc.
A group of lenders, led by Apollo Global Management and Brigade Capital Management, in connection with the restructuring of certain indebtedness of Medical Card System Inc., one of the largest managed care organizations in Puerto Rico
Babson Capital Management LLC in its capacity as investment adviser for certain lenders in connection with mezzanine financing transactions
Guy Carpenter & Company, LLC in several of its strategic acquisitions
Representation and warranty insurance providers in support of their transaction risk underwriting processes
American Electric Power Company, Inc. in its $2.846 billion sale of Kentucky Power Company and AEP Kentucky Transmission Company, Inc. to Liberty Utilities Co., a subsidiary of Algonquin Power & Utilities Corp.
Summit Utilities, Inc. in its $2.15 billion acquisition of the Arkansas and Oklahoma gas distribution utility businesses of CenterPoint Energy, Inc.
Penske Media Corp. in its investment in SXSW, LLC
DentalOne Partners in its sale to Mid-Atlantic Dental Partners
The investment arm of a large department store chain in its cross-border investment in a downstream payment processor.
Court Square Capital Partners in connection with the $735 Million sale of Vestcom International Inc., the leading in-store marketing firm, to an affiliate of Charlesbank Capital Partners
Vestcom International Inc., a portfolio company owned by Court Square Capital Partners, in its acquisition of Information Planning & Management Service Inc. d/b/a EJ Caimen, a Virginia-based provider of innovative shelf-edge products and services to retailers throughout the United States
An affiliate of Court Square Capital Partners in connection with the sale of its offset printing assets
Hitachi Metals America in its acquisition of HTP-Meds LLC and Hi-Tech Machine and Fabrication LLC, two medical equipment component manufacturers based in Rhode Island