Jason Bertoldi Joins 鶹ӳ Services to Lead Litigation & Contingent Risk Insurance Practice
By Alliant / December 03, 2024
Leading contingent risk insurance broker places sophisticated policies to unlock value and address highly complex risks
IRVINE, CA — Jason Bertoldi has joined 鶹ӳ Services as Global Team Leader, Litigation & Contingent Risk Insurance, bringing experienced leadership and a proven track record to Alliant M&A. Leveraging his expertise as a leading contingent risk insurance broker, hedge fund analyst and plaintiff’s attorney, Bertoldi assists clients in obtaining bespoke contingent risk insurance policies and structuring transactions that incorporate insurance policies as investment collateral.
Bertoldi has placed some of the largest and most creative contingent risk insurance policies in the industry’s history, including multiple nine-figure policies. He is a Chambers Band 1 litigation insurance broker and a thought leader in the contingent risk insurance space.
“Jason offers unmatched expertise in structuring and obtaining cutting-edge contingent risk insurance solutions for clients requiring highly bespoke insurance solutions,” said Dan Schoenberg, Executive Vice President, Alliant M&A. “Leveraging his background as a front-office finance analyst, Jason has helped clients obtain hundreds of millions of dollars in financing collateralized by contingent risk insurance policies.”
Bertoldi previously worked on the Litigation Investing team at the D. E. Shaw group, a global investment and technology development firm with more than $60 billion in investment and committed capital. A graduate of Yale Law School, Bertoldi is a former litigator at Susman Godfrey L.L.P., and a former law clerk for the U.S. District Court for the Southern District of New York and the U.S. Court of Appeals for the Sixth Circuit.