Transactional Risk Advisors is a specialty insurance brokerage created to assist dealmakers in the Mergers and Acquisitions community. We offer innovative coverage solutions that can facilitate closing of mergers, acquisitions, divestitures, restructuring, and workouts.
Jeffery J. Phillips, Principal
Jeff has been in the insurance business for 25 years, advising middle market companies on their insurance and risk management programs. He is a Partner and Sr. Vice President of Oswald Companies, a regional insurance brokerage firm with offices in Northeast Ohio. Jeff's experience includes representation of private and public companies in a wide variety of sectors including real estate, technology, manufacturing and healthcare. Jeff is active in various non-profit entities and is also a Trustee to the Board of Professional Independent Insurance Agents of Ohio and serves as the Legislative Committee Chair.
He has a Bachelor of Arts degree from Bowling Green State University and also holds the Certified Risk Manager (CRM) designation as well.
Steven C. Lee, Principal
Steve has been a corporate attorney in Northeast Ohio for over twenty years, working in both the large law firm setting and the in-house corporate legal department. From 1997 to 2009, he served as General Counsel of two large private equity roll-ups--TravelCenters of America and Valley National Gases. Steve left both of these companies, along with the senior management team, following the successful sale of each company by the equity sponsors. Recently, he has represented several companies in middle-market M&A and capital raising transactions. He is a past president of the Northeast Ohio Chapter of the Association of Corporate Counsel.
Steve received his JD from The University of Michigan Law School, graduating in the top 10% of his class.