McDermott Represents Passerelle Partners in its Partnership with Simplicity Group Holdings, Inc. - McDermott Will & Emery

McDermott Represents Passerelle Partners in its Partnership with Simplicity Group Holdings, Inc.


International law firm McDermott Will & Emery represented Passerelle Partners (Passerelle), a boutique insurance advisory firm, in its acquisition by Simplicity Group Holdings, Inc. (Simplicity), a leading financial products distribution firm. Fernando Pou, Victoria Mayer and Chris Daniels, founders of Passerelle, became Simplicity’s newest partners.

Passerelle specializes in advising ultra-high net worth clients globally as well as partnering with professional advisors in premium finance structures, bespoke financial products and wealth management solutions. With offices in Miami, Charlotte, Chicago and Minneapolis, Passerelle serves US and international based private clients as well as professional insurance advisors, delivering creative solutions to preserve and enhance their clients’ assets and legacy. Passerelle focuses on asset diversification, wealth preservation, wealth transfer and liability management solutions.

The McDermott team was led by Michael Halsband along with Christopher Stacker, John Lutz, Andrew Granek, Marisa Young and Leigh Solomon, and included Nicole Cortina, Judith Diamond, Cristell Fortune, Edward Gordon, Jonathan Hague, Gregory Heltzer, Jennifer Hill, Jeffrey Holdvogt, Richard Call, Timothy (Ty) Carson, Gary Karch, Courtney Loyack, Wendy Phinny, Marisa Poncia, David Saunders, Michelle Strowhiro and John Zhang.

Read Passerelle and Simplicity’s announcement here.

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McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices and industries to deliver highly effective solutions that propel success. More than 1,400 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.

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