Mr. Tam is a Managing Director in Perella Weinberg Partners’ Advisory business. He focuses on advising clients in the Financial Institutions sector with a focus on insurance technology and insurance underwriting, distribution and services sectors globally.
Mr. Tam has 15 years of investment banking experience assisting companies on a wide range of strategic matters. During his tenure at Perella Weinberg Partners, he has advised Newfront on its merger with ABD Insurance and Financial Services, CoverHound and CyberPolicy on its sale to Brown & Brown, HealthEquity on its acquisitions of Further, Luum and WageWorks, Western & Southern Financial Group on its acquisition of Gerber Life Insurance; AIG on its acquisition of Validus Holdings; AXA Equitable on its share repurchases from AXA S.A.; Further Global on its acquisition of Global Benefits Group; Ed Broking on its sale to BGC Partners; Willis on its merger with Towers Watson and acquisition of Miller Insurance; Prudential Financial on its 49% stake acquisition of PT Asuransi Jiwa Mega; Ed Broking on its sale of Creechurch Underwriters to Beazley; and Lightyear Capital on its sale of Swett & Crawford to BB&T.
Prior to joining Perella Weinberg Partners in May of 2014, Mr. Tam was at Credit Suisse from 2007 to 2014, where he most recently served as a Vice President responsible for advising property & casualty and life insurance and insurance distribution companies as part of the Global Financial Institutions Group.
At Credit Suisse, he actively worked with clients, advising Fidelity & Guaranty Life on its IPO; Third Point Re on its IPO, Lender Processing Services on its sale to Fidelity National; Voya Financial on its IPO; MetLife on its acquisition of ALICO from AIG; CSAM on its acquisition of a minority stake in York Capital; Paris Re on its sale to PartnerRe; Swiss Re on its sale of Conning & Co.; Ambac on its capital raise; and various other engagements.
Mr. Tam earned a Bachelor’s in Economics, magna cum laude, from New York University and a Master of Business Administration with Distinction, from Cornell University.
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