Corporate and M&A

Insurance

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Stevens & Lee represents clients in connection with various capital formation options, such as equity, including demutualizations; debt, including the issuance of surplus notes; mutual holding company formation; capital investments by reinsurers; and private placements. We also represent both buyers and sellers in mergers, acquisitions, merger conversions, stakeout investments and divestitures. Recent transactions include:

  • First Nonprofit Insurance Company in its sponsored demutualization by AmTrust Financial
  • Harleysville Mutual in its sale to Nationwide Insurance
  • Sale of Bancinsurance, Inc., to private equity
  • Formation of mutual holding companies for Rockingham Mutual, Tuscarora Wayne Mutual and The Philadelphia Contributionship
  • Penn Millers Holding Corporation in its demutualization
  • Eastern Insurance Holdings, Inc., and Educators Mutual Life Insurance Company merger conversion
  • Mercer Insurance Group in its demutualization
  • Nationwide in its acquisition of Provident Mutual Life Insurance Company

Jacob E. Ballarotto

Associate

jeb@stevenslee.com

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Princeton: 609.243.6438

Megan M. Christensen

Shareholder

mmc@stevenslee.com

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Princeton: 609.987.5330

John D. Demmy

Shareholder

jdd@stevenslee.com

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Wilmington: 302.425.3308

Tamara L. Fox

Associate

tlf@stevenslee.com

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Harrisburg Market Square: 717.255.7354

Sunjeet S. Gill

Shareholder

ssg@stevenslee.com

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Valley Forge: 610.205.6076

Philadelphia: 610.205.6076

Leonard P. Goldberger

Shareholder

lpg@stevenslee.com

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Valley Forge: 610.205.6046

New York: 212.774.5929

E. Thomas Henefer

Shareholder

eth@stevenslee.com

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Reading: 610.478.2223

Wesley R. Kelso

Shareholder

wrk@stevenslee.com

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Lancaster: 610.478.2242

E. David Krulewicz

Associate

edk@stevenslee.com

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Princeton: 609.243.6430

Thomas B. Lewis

Shareholder

tbl@stevenslee.com

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Princeton: 609.987.5335

Julie E. Ravis

Shareholder

jera@stevenslee.com

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Reading: 610.478.2077

Eric M. Robinson

Shareholder

emr@stevenslee.com

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New York: 212.537.0408

Charles C. Scheim

Shareholder

ccs@stevenslee.com

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Reading: 610.478.2282

Jonathan A. Scobie

Associate

jasc@stevenslee.com

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Princeton: 609.987.6656

Scott H. Spencer

Shareholder

shs@stevenslee.com

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Harrisburg Market Square: 717.399.6634

William P. Thornton, Jr.

Shareholder

wpt@stevenslee.com

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Philadelphia: 215.496.3820

Reading: 610.478.2020

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