Ann’s practice focuses on insurance, including insurance coverage litigation, claims counseling and litigation management. She provides counseling on risk management techniques and strategies to a wide range of clients including private equity firms, financial services companies, colleges and universities, and manufacturing companies.
She has assisted clients in the review and assessment of insurance programs both prior to and after a merger or acquisition, including the use of Representation and Warranty insurance; insurance policies for Directors & Officers’ liability, and the use and formation of captive insurance companies.
Ann has represented clients in multiparty litigation concerning insurance coverage for environmental liabilities, mass tort actions and construction defect issues. Her breadth of experience includes advice to clients at the initial presentation of the claim, representation at trial, and appellate practice.
Ann reviews and evaluates bonding requirements and sources on behalf of our clients. This work includes analysis of the terms and conditions of surety bonds (both payment and performance bonds) and requests for assignment of bond proceeds made by lenders and governmental entities. Representative clients include municipalities, counties, hospitals and developers, as well as lenders on multi-million dollar construction projects.
In addition to counselling policyholders, Ann assists financial services clients who engage in insurance broker or agent activities. The scope of this work includes advice on compliance with state and federal insurance regulations, developing best practices to ensure compliance, and review of vendor contracts.
Experience
- Counsel to national financial services client regarding compliance of shared-limits insurance program with state insurance regulations.
- Litigation counsel on behalf of REIT in insurance recovery litigation arising out of property damage claims. Attained successful settlement.
- Provided insurance coverage advice regarding Errors & Omissions coverage to a bankruptcy receiver.
- Representation of REIT in claims negotiations with insurers for property damage and liability claims.
- Counsel to lender in large syndicated finance deal in negotiations with borrower’s insurance broker.
- Management of 30-person review team to review electronic data on behalf of manufacturing company in response to government investigation.
- Representation of hospital services client in applying a single self-insured retention to a lawsuit arising from exposure to chemicals. Attained successful settlement.
- Representation of manufacturer against indemnification claims brought by predecessor company’s workers compensation carrier. Obtained a dismissal based on terms of the asset purchase agreement.
- Representation of franchisor in obtaining status as an additional insured under franchisee’s liability policy for suit alleging bodily injury.
- Counsel to national financial services client regarding changes in fidelity bond coverage.
- The University of North Carolina School of LawJD1989
- The University of North Carolina at Chapel HillBA1982
North Carolina State Bar Association Member, Mecklenburg County Bar Association
Board of Directors, Community Links (nonprofit agency serving homeless population of Charlotte-Mecklenburg), 1999-2005
Member, Caldwell Memorial Presbyterian Church
Volunteer Attorney and Custody Advocate, Council for Children’s Rights
- Speaker, "Women in Finance Can Overcome Challenges at Work – Here’s How," Deal Us In Podcast Series, October 2, 2024
- Speaker, "Be Prepared to Pivot and Jump, With Meredith Carter," Deal Us In Podcast Series, March 25, 2024
- Moderator, "Representations and Warranties Insurance & Healthcare Deals – Beyond the Basics," 16th Annual Healthcare Finance and Growth Conference, September 28, 2023
- Host, "Reflections on the Past, Present and Future of Women in Private Equity and Finance," Deal Us In Podcast Series, May 18, 2023
- Speaker, HIPAA and Healthcare Transactions, November 2, 2022
- Host, "Why Diversity Is Critical to the Future of Investing, With Avante Capital’s Amanda Kim," Deal Us In Podcast Series, August 31, 2022
- Host, "Manage Your Career Like a Sports Team – How to Succeed in Private Equity," Deal Us In Podcast Series, April 28, 2022
- Co-host, "What 2021 Tells Us About Finance and Private Equity Trends in 2022," Deal Us In Podcast Series, March 3, 2022
- Moderator, "RWI: The Current State of Play for Healthcare and Cyber Risks," 18th Annual Healthcare Private Equity & Finance Conference, February 17, 2022
- Host, "Honoring Your Voice and Why Mentorship Matters," Deal Us In Podcast Series, January 23, 2022
- Co-host, "Women in the Workplace — How Far We've Come (Part II)," Deal Us In: Get to Know the Women of Deal Us In, February 24, 2021
- Co-host, "Women in the Workplace Have Come a Long Way — But We’re Not Done Yet," Deal Us In: Get to Know the Women of Deal Us In, January 28, 2021
- Co-host, "Conducting Deals and Managing Risks During Volatile Times: Dealmaking Remotely," Deal Us In: Conducting Deals and Managing Risks During Volatile Times – Dealmaking Remotely, May 19, 2020
- Co-host, "Get to Know the Women of Deal Us In," Deal Us In: Get to Know the Women of Deal Us In, April 28, 2020
- Speaker, Business Interruption Coverage for COVID-19, April 2, 2020
- Moderator, "How to Win a Competitive Process," 17th Annual Healthcare Private Equity & Finance Conference, February 19-20, 2020
- Speaker, "Insurance Risk Management Strategies," CFO Leadership Council – Charlotte Chapter, April 11, 2019
- Panelist, "Anticipating and Preventing Litigation in Healthcare Transactions," Healthcare Litigation and Business Trends Program, April 10, 2019
- Moderator, "R&W Insurance: A Market Update," 16th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 20-21, 2019
- Speaker, "The Current State of Transactional Liabilities ," 13th Annual Healthcare Finance and Growth Conference, September 25, 2018
- Speaker, "Rep & Warranty Insurance," SEC Compliance and Disclosure Update, McGuireWoods LLP SEC Practice Complimentary Webinar Series, October 24, 2017
- Speaker, "The Current State of Transactional Liabilities," 12th Annual Healthcare Provider Conference: Healthcare Finance and Growth, September 12, 2017
- Speaker, Maximizing the Value of Your Reps and Warranties Insurance, June 13, 2017
- Speaker, "Effectively Using Reps & Warranties Insurance in Healthcare Transactions," 14th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 23, 2017
- Presenter, Captive Insurance – A Growing Method of Risk Transfer, McGuireWoods Seminar, June 5, 2014
- Speaker, "Indemnification Agreements in Complex Business Transactions," Charlotte Region Association of Corporate Counsel, May 25, 2011
- Speaker, Strategies to Strengthen Indemnification Agreements in Complex Business Transactions, May 25, 2011
- Speaker, "Insurance Coverage Disputes," NBI, December 2010
- Speaker, "Insurance Coverage for Property Damage and Business Interruption Claims," 7th Annual Coal Industry Briefing, September 18, 2008
- Speaker, "Rules and Procedures for Federal Court Success," NBI, July 2008
- North Carolina
- U.S. District Court for the Eastern District of North Carolina
- U.S. District Court for the Middle District of North Carolina
- U.S. District Court for the Western District of North Carolina
- U.S. District Court for the Eastern District of Virginia
- U.S. Bankruptcy Court for the Eastern District of North Carolina
Selected for inclusion into the North Carolina Pro Bono Honor Society, 2018, 2019, 2021
- Author, Women in PE to Know: Erin Andrew, McGuireWoods Legal Alert, March 23, 2023
- Author, Cyber-Insurance Considerations for Healthcare Providers Related to Ransomware Attacks, McGuireWoods Legal Alert, June 3, 2021
- Author, Arbitration vs. Litigation: More Than Just a Preference for RWI Policyholders, McGuireWoods Legal Alert, February 10, 2021
- Author, Up-and-Coming Women in PE to Know: Nicole Byers, McGuireWoods Legal Alert, February 8, 2021
- Author, Up-and-Coming Women in PE to Know: Kaitlynn Akins, McGuireWoods Legal Alert, September 25, 2020
- Author, Up-and-Coming Women in PE to Know: Katie-Rose Higgins, McGuireWoods Legal Alert, July 31, 2020
- Author, Insurance Relief for Riot-Impacted Businesses, McGuireWoods Legal Alert, June 2, 2020
- Author, Policyholders Must Give Timely Notice to Preserve COVID-19 Business Interruption Claims, McGuireWoods Legal Alert, May 13, 2020
- Author, Business Interruption and Contingent Business Interruption Coverage for COVID-19, McGuireWoods Legal Alert, March 24, 2020
- Author, Women in PE to Know: Leslie Frécon, McGuireWoods Legal Alert, March 18, 2020
- Author, Up-and-Coming Women in PE to Know: Molly Williams Martin, McGuireWoods Legal Alert, September 12, 2019
- Author, R&W Insurance: A Market Update, The Healthcare Investor, May 14, 2019
- Author, Women in Private Equity to Know: Angie Henson and Heather Hubbard, McGuireWoods Legal Alert, April 15, 2019
- Author, Maximizing the Value of Your R&W Insurance Policy, McGuireWoods Legal Alert, May 18, 2017
- Author, Reps & Warranties Insurance In M&A Deals – Getting the Deal Done, McGuireWoods Legal Alert, March 6, 2017
- Author, Failure to Issue Reservation of Rights Letter Results in Waiver of Insurer’s Ability to Contest Coverage, McGuireWoods Legal Alert, May 14, 2010
- Author, Financial Ponzi Schemes: Insurance May Be Your Last Chance to Recoup Losses, McGuireWoods Legal Alert, March 10, 2009
- Author, Fourth Circuit Opens Door for Coverage for Construction Defect Claims under Virginia Law, McGuireWoods Legal Alert, March 2, 2009
- Author, Texas Supreme Court Rejects Manifestation and Exposure Triggers of Coverage for Construction Defect Claims, McGuireWoods Legal Alert, October 29, 2008