Luke has built his entire insurance brokerage career on working alongside private equity firms, family offices, alternative asset managers, and their portfolio companies as they seek to invest in or acquire platform and add-on transactions in the lower and core middle-market.
Luke was named a Power Broker by Risk & Insurance Magazine in 2020 and 2021 and is a designated Associate in Risk Management (ARM).
Luke has a bachelor’s in Leadership Studies with minors in Business Administration and Spanish from the University of Richmond. He received his MBA from Babson College.
INSIGHTS
Transaction Structures and Insurance, Part 3: Mergers, Rollups, and Carve-Outs
The underlying structure of a middle-market private equity or growth equity transaction has specific implications on the correct method of implementing and managing the risk management and insurance profile. In Part 3 of this three-part series, we review Mergers, Carve-Outs, and Rollup transaction structures.
INSIGHTS
Transaction Structures and Insurance, Part 2: Majority vs. Minority Transactions
The underlying structure of a middle-market private equity transaction has specific implications on the correct method of implementing and managing the risk management and insurance profile pre-close, at close, and post-close. The latter phase invites a critical question: who will control the company’s board of directors, ownership, and management post-close?