Financial Institutions & Managed Care
Our bankers have extensive merger and acquisition, capital raising, demutualization,
not-for-profit conversion, and other strategic advisory experience with all
types of financial institutions and managed care companies. We have advised
numerous organizations in the fields of insurance and health insurance ─
including extensive involvement with Blue Cross and Blue Shield Plans. Our
clients also include depository institutions, non-bank finance operations,
asset managers, brokers and exchanges, mortgage banking, and related service
or processing businesses.
Representative client transactions involving our bankers appear below. If
you are interested in learning more about Sagent's capabilities in the Financial
Institutions & Managed Care sector, please contact us.
Selected Financial Institutions Transactions ($ in MM)
 | Advised Assurant on strategic matters relative to Fortis divestiture of stock | NA |
 | Sale to Tyco International | $9,341 |
| Executive Risk | Sale to Chubb | $1,045 |
 | Investment in Wilton Re | NA |
 | Advised Genworth on strategic matters relative to GE divestiture of stock | NA |
 | Sale of The Kooper Group to AJ Gallagher | NA |
 | Advised Nuveen on strategic matters relative to St. Paul Travelers divestiture of stock | NA |
 | Advised RGA on strategic matters relative to MetLife possible divestiture of stock | NA |
Selected Managed Care Transactions ($ in MM)
 | Primary Financial Advisor to NYPAF in the merger of WellPoint and WellChoice |
$6,600 |