Leading contingent risk insurance broker places sophisticated policies to unlock value and address highly complex risks

Jason Bertoldi has joined Alliant Insurance 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.

About Alliant Insurance Services

Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. The business of managing risk is getting more complex, and Alliant is meeting this complexity head-on, not with more layers of management, but with more creativity and agility. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

Alliant is recognized as a leading destination for top-tier brokerage talent in the U.S, attracting brokers and specialists across a diverse spectrum of disciplines who are eager to advance their careers. With the advantage of being majority employee-owned, professionals choose Alliant for autonomy, unparalleled resources, and a unique equity ownership opportunity. As a testament to our commitment to excellence, Alliant maintains an impressive 99% producer retention rate and has earned Forbes’ prestigious title of one of America’s Best Large Employers.

Visit us at alliant.com. #TheMoreRewardingWay

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