Recent Transactions

• Pinnacle Development Services developed a joint venture with a premier NY hedge fund to launch a private company focused on targeting and aggregating early stage Life Settlement policies in a legally compliant manner. The assets were aggregated using over $100 million of debt financing to construct a diversified, low premium, high age portfolio of policies totaling $500 million in death benefit.


• Pinnacle Development Services partnered with premiere Life Settlements provider and publicly traded financial institution client to develop a comprehensive policy aggregation methodology and process with targeted acquisitions exceeding $2 billion dollars in face amount.


• Pinnacle Development Services structured and supervised a new market entry strategy for a Guernsey protected cell company in conjunction with major international banking entities. AP developed a complex policy acquisition protocol during the turbulent market downturn, complete with screening procedures, compliance measures and a turn-key policy management solution.


• Pinnacle Development Services partnered with a Colorado private equity fund to acquire the assets of a distressed Canadian Life Settlements fund. AP provided valuation, due diligence, consulting an ongoing policy management services in the acquisition of a unique small face portfolio with exceptional IRR.


• Pinnacle Development Services provided comprehensive portfolio valuation services including extensive probabilistic stochastic modeling and Monte Carlo simulation IRR analysis for NY based private equity Life Settlement fund in refinancing transaction for $600 million portfolio.


• Pinnacle Development Services served as consultant in a comprehensive policy updating engagement in which AP aggregated medical records, updated life expectancy reporting, and migrated policy ownership from seventy independent trust entities for major international hedge fund in $450 million face portfolio.