Bert Adams helps buyers and sellers strategically negotiate and find consensus in complex corporate mergers and acquisitions.
His clients are financial services companies, especially life and property and casualty insurers and reinsurers.
Bert has represented clients in mergers and acquisitions for over 25 years. Bert’s insurance industry experience includes transactions structured as acquisitions of entities and as acquisitions of blocks of business via indemnity or assumption reinsurance. He also has significant mergers and acquisitions experience involving retirement services businesses, broker-dealers and investment advisers.
Bert is the co-Practice Group Leader of the Eversheds Sutherland (US) Insurance team and a former member of the firm’s Executive Committee.
- Represented Empower in its acquisition of MassMutual’s retirement services business for a total transaction value of $2.35 billion.
- Represented Automobile Club of Southern California, the largest member club affiliated with the American Automobile Association (AAA) national federation, in the acquisition by its affiliated insurer the Interinsurance Exchange of the Automobile Club, of Wawanesa General Insurance Company.
- Represented Pan-American Life Insurance Company in its acquisition of Encova Life Insurance Company from Motorists Commercial Mutual Insurance Company.
- Advised Allianz in connection with the sale of its U.S. insurance business for midsize corporations and entertainment businesses to Arch Insurance North America.
- Represented Equitable Life Insurance Company in the acquisition of Penn Investment Advisors, Inc., a registered investment adviser and subsidiary of Penn Community Bank.
- Recognized by Chambers USA: Guide to Leading Business Lawyers in the area of mergers and acquisitions (2011, 2012, 2013) and in the area of insurance: transactional and regulatory (2017-2023)
- Recognized by The Legal 500 United States in the area of mergers and acquisitions: middle-market (2015-2019) and insurance: non-contentious (2017-2018, 2020-2023)
- Recognized as a Thomson Reuters Stand-out Lawyer (2022-2023), an independent, client-driven recognition
- Named to The Best Lawyers in America in the areas of mergers and acquisitions (2009-2010, 2013-2023) and leveraged buyouts and private equity law (2009-2023)
- Recognized as BTI M&A Client Service All-Star (2021)
- Recognized by Expert Guides in the area of mergers and acquisitions (2016)
- Named to New York Area Best Lawyers for leveraged buy-outs & private equity law, and mergers & acquisitions law (2014)
- Member, American Bar Association
- Member, New York City Bar Association
- Member, Life Insurance Council of New York (LICONY)
- Graduate, Leadership Atlanta (Class of 2006)
- Georgia
- Illinois
- New York
- A.B., magna cum laude, Harvard College
- J.D., cum laude, Northwestern University School of Law,
Order of the Coif
Latest Insights
- InsightsNew York joins the roster of states now accepting applications for reciprocal jurisdiction reinsurers
- InsightsCOVID-19-related insurance regulatory developments
- InsightsLegal and Regulatory Developments - Business Interruption Insurance for COVID-19 Related Losses
- InsightsPandemic Risk Reinsurance Program introduced in Congress
- InsightsCOVID-19-related insurance regulatory developments
- InsightsCOVID-19-related insurance regulatory developments for the week of March 23
- InsightsCOVID-19-related insurance regulatory developments
Latest News
- NewsLaw360: Allianz Selling Mid-Size, Entertainment Holdings In $1.4B Deal
- News29 Eversheds Sutherland Practice Areas, 112 Attorneys Named Among Nation’s Best in 2023 Legal 500 United States
- News34 Eversheds Sutherland Practice Areas, 81 Attorneys Named Among Nation’s Best in 2023 Chambers USA
- NewsEversheds Sutherland Advises IGM Financial Inc. in Acquisition of Stake in Rockefeller Capital Management
- NewsEversheds Sutherland Advises Securian Financial in Sale of Retirement Plan Recordkeeping Business to The Standard
- NewsEversheds Sutherland Advises Resolution Life Board in Strategic Partnership with Blackstone
- NewsThree Eversheds Sutherland Attorneys Named "Lawyer of the Year"; 111 Attorneys Recognized in 2023 Edition of The Best Lawyers in America
- News26 Eversheds Sutherland Practice Areas, 107 Attorneys Named Among Nation’s Best in 2022 Legal 500 United States
- News34 Eversheds Sutherland Practice Areas, 83 Attorneys Named Among Nation’s Best in 2022 Chambers USA
- NewsEight Eversheds Sutherland Attorneys Named "Lawyer of the Year"; 112 Attorneys Recognized in 2022 Edition of The Best Lawyers in America
- NewsReuters Legal: Debevoise, Eversheds guide Prudential's $3.5-bln retirement biz sale
- NewsLaw360: Eversheds, Debevoise Drive $3.55B Empower-Prudential Deal
- NewsEversheds Sutherland Advises Empower Retirement in Acquisition of Full-Service Retirement Business of Prudential Financial
- News22 Eversheds Sutherland Practice Areas, 102 Attorneys Named Among Nation’s Best in 2021 Legal 500 United States
- News31 Eversheds Sutherland Practice Areas, 79 Attorneys Named Among Nation’s Best in 2021 Chambers USA
- NewsEversheds Sutherland Advises Empower Retirement in $2.35 Billion Acquisition of MassMutual Retirement Services Business
- NewsThree Eversheds Sutherland Attorneys Named "Lawyer of the Year"; 115 Attorneys Recognized in 2021 Edition of The Best Lawyers in America
- News19 Eversheds Sutherland Practice Areas, 102 Attorneys Named Among Nation’s Best in 2020 Legal 500 United States
- News24 Eversheds Sutherland Practice Areas, 63 Attorneys Named Among Nation’s Best in 2020 Chambers USA
News
Law360: Allianz Selling Mid-Size, Entertainment Holdings In $1.4B Deal
News
29 Eversheds Sutherland Practice Areas, 112 Attorneys Named Among Nation’s ...
News
34 Eversheds Sutherland Practice Areas, 81 Attorneys Named Among Nation’s B...
News
Eversheds Sutherland Advises IGM Financial Inc. in Acquisition of Stake in ...