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Smart scan / 1025-00004
Quorum Insurance Holdings
M&A / Corporate
Document types detected
Other4
Analysis / memo3
Contract / agreement3
Correspondence1
Engagement letter1
Parties across the matter
BLACKBRIDGE ADVISORY GROUP LLCBlackbridge Advisory Group LLCCounsel Quorum Insurance Holdings CorpExcess IncFitch LLPHARKNESS LLPHarkness LLPM. BestM. DriscollNuclear IncOriginal IncPinnacle Re LtdQuorum Insurance Holdings Corp
Chronology
2027-01-01 · memo-cat-xol-structuring-regulatory.docx
… 2026 treaty year or, alternatively, for future treaty years beginning January 1, 2027. The cost-benefit analysis of extending the exhaustion point should take into account bot …
2027-01-01 · cat-xol-reinsurance-contract-draft.docx
… tern Time on January 1, 2026 and ending at 12:01 a.m. Eastern Time on January 1, 2027 (both days inclusive), as further set forth in Article II. Section 1.2 — Rules of Constru …
2026-12-31 · memo-cat-xol-structuring-regulatory.docx
… 0 per occurrence. The treaty period runs from January 1, 2026 through December 31, 2026 (twelve months). The treaty affords one reinstatement at 100% additional premium, calcula …
2026-12-31 · memo-exclusion-clause-analysis.docx
… veries) for the treaty period commencing January 1, 2026 and expiring December 31, 2026. The four exclusion clauses under review are as follows: 1. LMA 5400 (Cyber Operations E …
2026-12-31 · memo-qs-renewal-terms-strategy.docx
… under consideration is for the treaty period January 1, 2026 through December 31, 2026. Pinnacle Re is the sole reinsurer under the QS Treaty, assuming a 40% cession of net wri …
2026-12-31 · closing-checklist.xlsx
… e (Both Treaties) | January 1, 2026 Expiration Date (Both Treaties) | December 31, 2026 Governing Law | New York Arbitration | ARIAS-U.S. rules; three-arbitrator panel seated in …
2026-12-31 · letter-to-hkf-marked-drafts.docx
… y for the renewal treaty period commencing January 1, 2026 and ending December 31, 2026, inclusive (the "2026 Treaty Year"). The amended and restated format has been used in ord …
2026-12-31 · engagement-letter-quorum.docx
… 2026 treaty year. The treaty period shall be January 1, 2026 through December 31, 2026, subject to any renewal or extension provisions to be negotiated. The existing quota-shar …
2026-12-31 · trust-agreement-graystone-re-draft.docx
… ed on or about December 1, 2025 and effective January 1, 2026 through December 31, 2026 (the "Treaty Period"). The Reinsurance Agreement provides catastrophe excess-of-loss cove …
2026-12-31 · trust-agreement-tidewater-re-draft.docx
… ement") for the treaty period commencing January 1, 2026 and expiring December 31, 2026 (the "Treaty Period"). The Reinsurance Agreement provides a Thirty-Five Million Dollar ($ …
2026-12-31 · broker-agreement-side-letter-draft.docx
… einsurer, for the treaty period commencing January 1, 2026 and ending December 31, 2026, providing for a forty percent (40%) cession of the Cedent's property book of business; a …
2026-12-31 · cat-xol-reinsurance-contract-draft.docx
… xcess of $15,000,000 Per Occurrence Treaty Period: January 1, 2026 to December 31, 2026 Between QUORUM SPECIALTY INSURANCE COMPANY (Cedent) and REINSURER PANEL (as set forth in …
2026-12-31 · property-qs-treaty-amended-restated-draft.docx
… D PINNACLE RE LTD. (Reinsurer) Treaty Period: January 1, 2026 through December 31, 2026 Original Inception: January 1, 2022 DRAFT — FOR DISCUSSION PURPOSES ONLY November 1, 2025 …
2026-11-01 · memo-cat-xol-structuring-regulatory.docx
… ays remaining / 365 days) ≈ $1,498,630 If a full limit loss occurs on November 1, 2026, the reinstatement premium would be substantially lower: Reinstatement Premium = $2,975,0 …
2026-09-30 · broker-agreement-side-letter-draft.docx
… t quarterly deposit premiums shall be due on or before June 30, 2026, September 30, 2026, and December 31, 2026, respectively. Reinstatement premiums, if any, shall be collected …
2026-07-01 · memo-cat-xol-structuring-regulatory.docx
… as to amount). By way of illustration, if a full limit loss occurs on July 1, 2026 (the midpoint of the treaty period), the reinstatement premium would be calculated as fol …
2026-06-30 · broker-agreement-side-letter-draft.docx
… 2026. Subsequent quarterly deposit premiums shall be due on or before June 30, 2026, September 30, 2026, and December 31, 2026, respectively. Reinstatement premiums, if any, …
2026-03-31 · memo-cat-xol-structuring-regulatory.docx
… ur equal installments of $743,750 each, with the first deposit due on March 31, 2026. We note that the treaty incepts on January 1, 2026, and the first deposit is not due unt …
2026-03-31 · closing-checklist.xlsx
… Agreement on quarterly bordereau reporting format and first due date (March 31, 2026) | Suzanne M. Driscoll (QIH) / Derek S. Kimball (Pinnacle Re) | December 1, 2025 | Not St …
2026-03-31 · email-nakamura-to-driscoll-status-update.eml
… f both the renewed quota-share treaty and the new cat XOL layer | | **March 31, 2026** | First quarterly bordereau due date under the quota-share treaty; first quarterly depo …
2026-03-31 · letter-to-hkf-marked-drafts.docx
… irst quarterly bordereau for the 2026 Treaty Year is due on or before March 31, 2026, covering the period from January 1, 2026 through March 31, 2026. The bordereau format an …
2026-03-31 · broker-agreement-side-letter-draft.docx
… ollows: The first quarterly deposit premium shall be due on or before March 31, 2026. Subsequent quarterly deposit premiums shall be due on or before June 30, 2026, September …
2026-01-01 · memo-cat-xol-structuring-regulatory.docx
… tion point of $50,000,000 per occurrence. The treaty period runs from January 1, 2026 through December 31, 2026 (twelve months). The treaty affords one reinstatement at 100% a …
2026-01-01 · memo-exclusion-clause-analysis.docx
… tion (net of quota-share recoveries) for the treaty period commencing January 1, 2026 and expiring December 31, 2026. The four exclusion clauses under review are as follows: 1 …
2026-01-01 · memo-qs-renewal-terms-strategy.docx
… um Specialty Insurance Company (NAIC No. 42917) and Pinnacle Re Ltd.; January 1, 2026 Treaty Year MATTER NO.: 1025-00004 CLIENT: Quorum Insurance Holdings Corp. (Nasdaq: QIHC) …
2026-01-01 · closing-checklist.xlsx
… Funding Deadline | December 15, 2025 Effective Date (Both Treaties) | January 1, 2026 Expiration Date (Both Treaties) | December 31, 2026 Governing Law | New York Arbitration …
2026-01-01 · email-nakamura-to-driscoll-status-update.eml
… s is **December 15, 2025**, with funding to be completed prior to the January 1, 2026 treaty inception. Given the year-end holidays, holding to this timeline will be important …
2026-01-01 · letter-to-hkf-marked-drafts.docx
… stated Property Quota-Share Reinsurance Treaty with Pinnacle Re Ltd. (January 1, 2026 Renewal) and (b) Catastrophe Excess-of-Loss Reinsurance Contract with Pinnacle Re Ltd., G …
2026-01-01 · engagement-letter-quorum.docx
… trophe excess-of-loss reinsurance layer, both with effective dates of January 1, 2026. The Firm understands that these transactions are integral to Quorum Specialty's capital …
2026-01-01 · trust-agreement-graystone-re-draft.docx
… (20% participation), dated on or about December 1, 2025 and effective January 1, 2026 through December 31, 2026 (the "Treaty Period"). The Reinsurance Agreement provides catas …
2026-01-01 · trust-agreement-tidewater-re-draft.docx
… ntract (the "Reinsurance Agreement") for the treaty period commencing January 1, 2026 and expiring December 31, 2026 (the "Treaty Period"). The Reinsurance Agreement provides …
2026-01-01 · broker-agreement-side-letter-draft.docx
… n HM 11, Bermuda, as sole reinsurer, for the treaty period commencing January 1, 2026 and ending December 31, 2026, providing for a forty percent (40%) cession of the Cedent's …
2026-01-01 · cat-xol-reinsurance-contract-draft.docx
… 00 Per Occurrence Excess of $15,000,000 Per Occurrence Treaty Period: January 1, 2026 to December 31, 2026 Between QUORUM SPECIALTY INSURANCE COMPANY (Cedent) and REINSURER PA …
2026-01-01 · property-qs-treaty-amended-restated-draft.docx
… ANCE COMPANY (Cedent) AND PINNACLE RE LTD. (Reinsurer) Treaty Period: January 1, 2026 through December 31, 2026 Original Inception: January 1, 2022 DRAFT — FOR DISCUSSION PURP …
2025-12-31 · memo-qs-renewal-terms-strategy.docx
… key commercial terms under the expiring QS Treaty (January 1, 2025 – December 31, 2025) and the proposed terms for the renewal treaty year (January 1, 2026 – December 31, 2026) …
2025-12-31 · trust-agreement-tidewater-re-draft.docx
… date immediately preceding the inception of the Treaty Period (i.e., December 31, 2025). The Grantor acknowledges that the timely funding of the Trust Account is a condition pr …
2025-12-15 · memo-cat-xol-structuring-regulatory.docx
… the trust agreements with respect to the non-certified reinsurers is December 15, 2025. The Cat XOL contract will be governed by New York law. Disputes will be resolved through …
2025-12-15 · closing-checklist.xlsx
… Signing Date | December 1, 2025 Trust Execution & Funding Deadline | December 15, 2025 Effective Date (Both Treaties) | January 1, 2026 Expiration Date (Both Treaties) | Decemb …
2025-12-15 · email-nakamura-to-driscoll-status-update.eml
… ext week. The target date for execution of the trust agreements is **December 15, 2025**, with funding to be completed prior to the January 1, 2026 treaty inception. Given the …
2025-12-15 · trust-agreement-graystone-re-draft.docx
… PANY OF NEW YORK (as Trustee) Dated as of [●], 2025 Target Execution: December 15, 2025 In connection with the Catastrophe Excess-of-Loss Reinsurance Contract dated on or about …