info@longevityaa.com
1200 Abernathy Road, Suite 1700, Atlanta, GA 30328
Accomplished Experts Serving the Secondary and Tertiary Life Markets
Our Success Stories
EXPERT GUIDANCE AND SUPPORT THROUGH COMPLEX CHALLENGES
Over the past two decades, we’ve successfully guided a wide range of clients through the life settlement asset class and the industry.
LAA and its principals have designed, built, staffed, launched and managed life settlement origination and servicing operations from scratch. We have re-designed and optimized similar operations for others.
We have reconfigured and refocused flawed business models and redirected poorly executed strategies to get clients back on track. We have served as trusted advisors, subject matter experts, and valued partners for attorneys, trustees, receivers, investors, asset managers, and market operators.
SECURING LOAN FACILITY FOR $330M PORTFOLIO
Transaction Management - Longevity Asset Advisors successfully acted as the representative for a borrower in securing a loan facility for a sizable portfolio consisting of 120 policies and valued at $330 million, highlighting our proficiency in handling significant financial negotiations.
POLICY DILIGENCE & REMEDIATION FOR US INVESTOR GROUP
Advisory Services - Longevity Asset Advisors executed a thorough policy diligence and remediation project for a private US investor group, illustrating our ability to ensure compliance and optimise investment strategies.
EXPERT COUNSEL IN US DISTRICT COURT, CALIFORNIA
Special Situations - Longevity Asset Advisors was engaged as an expert to deliver a report and rebuttal report. This engagement also included advisory services and testimony to plaintiff’s counsel in the US District Court, Central District of California, Western Division.
FACILITATING OPEN AUCTION SALE FOR $150M PORTFOLIO
Transaction Management - Our team represented the US Trustee in an open auction sale of a 39 policy portfolio, valued at an impressive $150 million. This underscores our ability to skillfully manage and execute high-stakes transactions.
MARKET INTELLIGENCE FOR US INVESTMENT FIRM
Advisory Services - We provided key market intelligence to a US investment firm making their entry into the market. Our insights and analysis significantly facilitated their successful market debut.
EXPERT ADVISORY FOR US BANKRUPTCY COURT, TEXAS
Special Situations - We provided expert insights via a report and advisory services, aiding in a case before the United States Bankruptcy Court for the Northern District of Texas Fort Worth Division.
MANAGING SALE OF $360M PORTFOLIO FOR ASSET MANAGER
Transaction Management - In a testament to our versatility and expertise in the life insurance market, Longevity Asset Advisors represented an asset manager in the sale of a substantial 81 policy portfolio, valued at an estimated $360 million.
DUE DILIGENCE AND VERIFICATION FOR US ASSET MANAGER
Advisory Services - We undertook a comprehensive life settlement due diligence and verification process for a US asset manager, showcasing our commitment to safeguarding our clients' investments and ensuring regulatory compliance.
ADVISORY SERVICES AND TESTIMONY FOR US DISTRICT COURT
Special Situations - Our team delivered a comprehensive report, provided expert advisory services, and gave testimony on market standards and best practices, as well as secondary and tertiary life settlement transactions in a civil litigation matter in the US District Court, Southern District of Florida.
ARRANGING LOAN FACILITY FOR $1.4B POLICY PORTFOLIO
Transaction Management - Demonstrating our capacity to handle large-scale transactions, we represented a borrower in securing a loan facility for an extensive portfolio of 440 policies, with a significant valuation of $1.4 billion.
SUB-ADVISORY FOR EURO ASSET MANAGER
Advisory Services - Longevity Asset Advisors engaged in a sub-advisory role which included origination and management for a European asset manager, demonstrating our expertise in managing complex international engagements.
TACTICAL SUPPORT FOR US BANKRUPTCY COURT, FLORIDA
Special Situations - Longevity Asset Advisors was enlisted to provide expert tactical support and advisory services to counsel for a Trustee in the US Bankruptcy Court, Southern District of Florida.
GUIDING PURCHASE OF $133M PORTFOLIO FOR BUYER
Transaction Management - Longevity Asset Advisors skillfully represented a buyer in the purchase of a portfolio amounting to 39 policies, with a total value of $133 million. This showcases our commitment to promoting strategic and profitable outcomes for our clients.
STRATEGIC ADVISORY FOR MULTIPLE FUNDS
Advisory Services - Our team is presently engaged in a strategic advisory and services role for multiple funds managed by a US asset manager, reinforcing our ability to helm long-term, multi-faceted projects effectively.
VALUATION, ADVISORY FOR US BANKRUPTCY COURT
Special Situations - We were engaged by a Trustee in the US Bankruptcy Court to provide expert valuation, tactical support, advisory services, and serve as expert witnesses in related litigation in the Southern District of Florida.
Longevity Asset Advisors. Calls may be recorded for quality and training purposes.
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