CASE STUDY


Finanzen

Delivering One of the Largest Transactions in Company History

Finanzen logo illustrating strategic transaction advisory, legal structuring, and financing leadership in insurance services.

Transaction Value: $121MM

Finanzen executed one of the largest transactions in company history, totaling $121MM. The engagement included organizing legal documentation, securing a credit rating, and coordinating with top financial institutions, including US Bank, Fitch, GSS, and Chapman & Hutch. Key deliverables included flow of funds analysis, SPV memos, and detailed cash flow models. Additionally, closing costs were minimized through improved foreign exchange conversion terms, enhancing overall deal value and supporting the company’s strategic growth and market leadership.

Industry: Insurance/Business Services