Jason Tomitz
Co-Managing Director, North America
Volante Transaction Services
In addition to W&I insurance policies VTS offers tax liability policies on a standalone basis.
Tax liability insurance protects the insured when the tax authority disagrees with a tax position taken by the insured. The policy covers financial loss where the tax authority deems the taxpayer to have a greater tax liability than claimed by it. Tax liability addresses a specific circumstance rather than providing general coverage as per our W&I insurance policies.
There are certain tax liabilities and transactions that fit with the use of tax liability insurance and which VTS would consider which include:
VTS requires tax risks to have an associated tax opinion and would not insure tax liability risks:
Co-Managing Director, North America
Volante Transaction Services
Co-Managing Director, North America
Volante Transaction Services
Jason is a Managing Director of VTS- North America and is based in New York City, where he focuses on the underwriting of transactional liability risks throughout North America. Jason has 12 years of M&A experience, including almost 4 years at BlueChip Underwriting Services where Jason worked as Managing Director and Head of Tax and underwrote both tax and RWI policies. Prior to joining BlueChip, Jason was a tax attorney for more than eight years and practiced law at Kramer Levin Naftalis & Frankel, Farrell Fritz, PC and Olshan Frome Wolosky LLP. Jason graduated summa cum laude from the Maurice A. Deane School of Law at Hofstra University in 2011
Co-Managing Director, North America
Volante Transaction Services
Co-Managing Director, North America
Volante Transaction Services
Chris is a Managing Director of VTS – North America and is based in New York City where he focuses on the underwriting of transactional liability risks throughout North America. Chris is an experienced M&A professional who has worked on a wide variety of transactions as both an underwriter and a corporate lawyer. Prior to joining Volante, Chris was Managing Director at BlueChip Underwriting Services, where he underwrote representation and warranty and contingent liability insurance policies for over five years. Chris began his legal career as a corporate and finance attorney at Latham & Watkins LLP in New York.
Co-Managing Director, North America
Volante Transaction Services
Co-Managing Director, North America
Volante Transaction Services
Jon is a Managing Director of VTS – North America and is based in New York City, where he focuses on the underwriting of transactional liability risks throughout North America. Jon has 9 years of M&A experience, including 5 years at BlueChip Underwriting Services, where Jon worked as a Managing Director and underwrote risks across a variety of industries, with a focus on healthcare transactions. Prior to joining BlueChip, Jon was a corporate and M&A attorney for 4 years and practiced law at Winston & Strawn LLP and Henry Schein, Inc.
Regional Managing Director - ANZ
Volante Transaction Services
Regional Managing Director - ANZ
Volante Transaction Services
Shaun is the Regional Managing Director for Australia and New Zealand, based in Sydney. In addition to growing the ANZ business, Shaun will work on transactional liability risks with the VTS APAC team. Shaun has over 16 years’ M&A experience and for the last six and a half years Shaun has worked as a senior underwriter for AIG’s Asia Pacific M&A insurance team where he underwrote risks across ANZ and Asia. Prior to that Shaun worked in top-tier law firms in Sydney and London (including Herbert Smith Freehills) and as in-house counsel with MNCs, including GlaxoSmithKline and Booz & Co.
Deputy Managing Director - APAC
Volante Transaction Services
Deputy Managing Director - APAC
Volante Transaction Services
Daniel is a Deputy Managing Director in Singapore, working as part of the VTS APAC team on transactional liability risks. He brings over 10 years’ M&A experience and for the last six and a half years Daniel has worked in a number of roles within the transactional liability space, including most recently as a senior underwriter for Berkshire Hathaway Speciality Insurance’s Asia Middle East M&A insurance team. Prior to that Daniel spent two years in London as a Transactional Risk broker for Lockton, placing W&I and tax insurance policies and before that was a Transactional Risk underwriter in Ironshore’s (now Liberty GTS) Sydney office where he focused on transactions across the Asia-Pacific region.
Country Manager, Poland
Volante Transaction Services
Country Manager, Poland
Volante Transaction Services
Krzysztof is the Head of CEE and is based in Warsaw, where he focuses on the Polish transactional risk insurance market. Prior to joining Volante Global, he worked as a Polish qualified lawyer at the Polish offices of Dentons, Weil & Gotshal Manges and DWF assisting clients on both domestic and cross-border M&A transactions (including mergers, demergers, asset deals and share deals), drafting and negotiating business contracts and providing ongoing assistance in corporate and commercial matters. Krzysztof is fluent in Polish, English and German.