Mahaney, Julie L.

Julie L. Mahaney

Partner
RELATED SERVICES

Julie Mahaney practices general corporate and insurance regulatory law. She advises clients in all sectors of the insurance and financial services industries on all aspects of mergers and acquisitions, restructuring transactions and corporate law governance. Julie also represents clients on a broad range of insurance regulatory and compliance matters, including formation, licensing, holding company act requirements and filings, affiliate transactions, change of control requirements and restructurings. 

Julie Mahaney practices general corporate and insurance regulatory law. She advises clients in all sectors of the insurance and financial services industries on all aspects of mergers and acquisitions, restructuring transactions and corporate law governance. Julie also represents clients on a broad range of insurance regulatory and compliance matters, including formation, licensing, holding company act requirements and filings, affiliate transactions, change of control requirements and restructurings.

Julie’s representative experience includes:

  • Represented U.S. insurance holding company in sale of property and casualty insurance company
  • Advised private equity portfolio company in acquisition of a distributor of disposable protective products
  • Served as legal adviser to Heritage Village Water Company in its merger with Connecticut Water Service, one of New England’s largest water companies
  • Represented purchaser of life settlement company
  • Served as legal counsel to U.S. insurance holding company in sale of life insurance company
  • Represented Silver Oak Services Partners, a private equity firm, in its sale of Accent Food Services, an Austin, Texas-based distributor of fresh food, snacks and break room refreshment services, to Audax Private Equity
  • Advised CGB Diversified Services, Inc., in the acquisition of U.S. crop insurance managing general agent Heartland Crop Insurance, Inc., from Everest Re Group, Ltd.
  • Represented and continues to represent AmTrust Financial Services in various acquisitions of producers and insurers and related reinsurance transactions
  • Served as legal adviser to Superior Vision Corporation, a comprehensive eye care company, in its sale by funds affiliated with Nautic Partners, LLC, to affiliated funds of Centerbridge Partners, L.P.
  • Represented and continues to represent National General Holdings in various acquisitions of insurers and producers and related reinsurance transactions
  • Advised private equity firm client in its leveraged acquisition of a commercial property janitorial service provider in the Western United States
  • Represented private equity firm client in its leveraged acquisition of a leading U.S. valuation services firm
  • Served as legal counsel to QBE North America in the sale of its U.S. Agency Business, including Community Association Underwriters, Deep South and SIU, to Alliant Insurance Services
  • Represented AmTrust Financial Services and National General Holdings in connection with the acquisition of renewal rights of Tower Insurance and related reinsurance arrangements
  • Served as legal counsel to HSBC in the sale of its North American insurance company operations to Enstar, a Bermuda company
  • Represented Applied Physical Sciences Corp. in a stock purchase by General Dynamics
  • Advised Independent Nevada Doctors, an insurance exchange, in the conversion of insurance reciprocal into a stock company and the sale of that stock company to ProAssurance Company
  • Served as legal counsel to Nautic Partners, a private equity firm, and its portfolio company Superior Vision in the leveraged acquisition by merger of Block Vision, a vision benefit plan provider
  • Represented Massachusetts-based mutual insurer in mutual affiliation transaction
  • Served as legal adviser to Nautic Partners in a leveraged acquisition by merger of Superior Vision, a vision benefit plan provider
  • Advises private company clients on corporate governance matters, including counseling boards of directors on best practices
  • Serves as legal counsel to private equity portfolio companies in connection with corporate governance matters, add-on acquisitions and dispositions, structuring management equity and other incentives
  • Counsels domestic and non-U.S. insurers on all aspects of U.S. insurance and reinsurance regulation and compliance matters, including redomestication procedure, approval and notice filings for mergers and acquisitions, annual registration filings, payment of dividends, formation and company licensing
  • Represents clients with respect to administrative matters before state insurance departments, including market conduct examination issues, investigations and administrative hearings
  • Counsels insurance agents, brokers, surplus lines brokers, reinsurance intermediaries and third party administrators on U.S. insurance regulation and compliance matters, including licensing, filing requirements and compensation and disclosure issues
  • Advises surplus lines insurers on regulatory and compliance issues, including surplus lines placement requirements and restrictions
  • Advises insurers and producers on the structure and implementation of new insurance services and products
RELATED EXPERIENCE
RELATED EXPERIENCE
RELATED NEWS & EVENTS
CREDENTIALS
Education
  • J.D., with honors, University of Connecticut School of Law, 2008

    Certificate in Taxation

  • M.S., with distinction, Mercy College
  • B.A., cum laude, New York University
Bar Admissions
  • Connecticut
  • New York
Awards & Recognitions
    • Named, New Leader in the Law, Connecticut Law Tribune (2013)