Bill oversees underwriting operations in North America, the UK, Europe, and Asia-Pacific regions. With more than 20 years of experience as a leader in the transactional risk insurance sector as an underwriter, broker and lawyer, his focus includes representations & warranties, tax insurance, and contingent liability insurance products. From 2011, Bill led the Mergers & Acquisitions Group in North America for Willis Towers Watson, growing the brokerage practice to become a leader in the market. Previously, he headed managing general agents M&A Risk Solutions and Transaction Risk Solutions for over a decade.
Mosaic’s M&A Team can help differentiate acquisition proposals in competitive auction processes, providing comfort and certainty and bridging the gap between buyers and sellers.
Our specialists have deep experience evaluating and underwriting all types of M&A transactions across industries in North America and internationally. From warranty and indemnity (W&I) and representations and warranties insurance (RWI) to tax and contingent liability products, we can structure a range of bespoke solutions to address the most complex needs in a fast-paced M&A climate.
Robert underwrites a variety of complex transactional liability risks for Mosaic. Previously, he was a forensic accountant at KPMG for 11 years, responsible for transactional-related disputes, including breaches of representation and warranty claims, net working capital and earnout disputes, and other insurance issues. He is a Certified Public Accountant, Certified in Financial Forensics, and Certified Fraud Examiner.
Stavan guides Mosaic’s underwriting team in North America. Previously, he was a senior underwriter for AIG, with a focus on transitional risk insurance for complex M&A and secondary transactions. Prior, he served as a senior attorney at Schulte Roth & Zabel, where he concentrated his domestic and cross-border practice on private equity, M&A, leveraged buyouts, and alternative asset management transactions.
Jon advises Mosaic’s transactional liability team, overseeing underwriting decisions on tax risks arising in North America, the UK, Europe, and the Asia-Pacific region. He has 14 years of experience as a tax lawyer, most recently as a partner in Dentons US, based in New York City and Washington, DC. His work has focused on cross-border transactions and structures, including mergers and acquisitions, restructuring and expansions, counseling issuers on the treatment of various financial instruments, as well as advising insurance underwriters on tax risks in connection with specialty policies.
Tamar is a member of Mosaic’s US M&A deal team, analyzing, reviewing, and drafting documentation. Previously, she worked as an associate at Fridman Law Firm PLLC in New York, where she practiced corporate and finance law, focusing on negotiating agreements for domestic and international clients. She also led the firm´s discussions with the finance and startup community. Prior to that, she held a senior legal role at JSC Georgian State Electrosystem, where she represented the company in ßthe European Union.
Matteo is helping to build Mosaic’s M&A business in North America, specifically focusing on underwriting, as well as developing the company’s operational infrastructure and team of analysts. Previously, he was a senior analyst at AIG in its M&A insurance group. Before that, he also completed post-grad internships in the P&C and specialty resinsurance spheres.
Casey is a member of Mosaic’s US M&A deal team, analysing operational and economic facets of legal agreements. He previously practiced corporate law as an associate attorney at Golenbock Eiseman Assor Bell & Peskoe in New York, and Chipman Mazzucco Emerson in Danbury, CT. At both firms, he represented clients in purchase or sale of businesses throughout all stages of transactions.
Katherine plays an integral role in leading innovative and consistent underwriting execution across the M&A insurance portfolio at Mosaic. She previously served as a senior transactional risk insurance underwriter at Everest Insurance. Katherine also brings nearly a decade of experience representing public and private-equity clients in a wide range of complex domestic and cross-border M&A transactions at White & Case and Torys.
Justin graduated from Binghamton University, New York, with his BBA in finance and minor in economics. He interned as a reinsurance broker at Aon Service Corporation in 2020 and joined Mosaic in July 2021. He completed his IASSC Certified Lean Six Sigma Green Belt (ICGB) to learn about streamlining processes in the workplace.
Vivian worked as a private equity intern at an investment bank, working on raising capital for a startup. Vivian got a Bachelor of Business Administration degree in Finance from Baruch Zicklin School of Business, NY, and is now pursuing a Master of Science in Business Analytics. She is also a certified Tableau Desktop Specialist and has passed the Certified Financial Analyst (CFA) Level I exam.