Better Outcomes for Sellers
All humility aside, our market and transaction experience and our relationships with *only* and all of the most credible counterparties in the market - financial and statutory - are unmatched by any competitor in the market today. Our reputation with those entities is important to us and a source of substantive differentiation, inasmuch as we can transact efficiently and confidently.
Perhaps most important, though, are our values, the foundation of a differentiated approach to the transaction itself. A belief that there is elegance in simplicity, honesty and forthrightness about what we actually do to create value, and respecting the time and resources of others - drive all our interactions with clients as well as how we work with buyers and intermediaries. We have an "abundance" mentality and believe that we will do well only when our clients do well, not the maximize-our-cut mentality that is embodied by our competitors.
Recent Engagement Results
$5,000,000 Key Man Convertible Term | 52 year-old female
Advisor: $6.5 billion multi-family office, Atlanta, GA
Policy owner/insured had recently received a cancer diagnosis – not terminal, likely resulting in a ~180 month life expectancy – that created value in the policy. Wanting to access that value, she responded to a Coventry TV ad before Advisor intervened on her behalf, asking us to ensure that she got a fair price for a policy that she retained upon the sale of her business a year earlier.
We were able to secure her a bid that netted her almost 6x what she would otherwise have received and the process was completed in 75 days.
$758,000 Universal Life | 90 year-old female
Advisor: Large, national wirehouse firm, Greenville, SC
Upon the death of his client’s last child, the Advisor wished to fund a LTC policy from the proceeds of a sale of the no-longer needed policy. He took the policy to a broker, who then took four months to deliver definitive pricing and whose fees would directly impact the policy owner’s lifestyle and access to care in her remaining years.
The Advisor was then referred to us and we received four bids within five days, all higher than the bid he’d been given, ultimately netting his client more than 2x the other net bid.