Risk.
Resolved.

Leadership
Austin Cahill
Managing Partner
Austin Cahill
Managing Partner

Austin Cahill is a leading authority in tax insurance and live controversy risk, with a track record of structuring innovative solutions for complex exposures.

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Managing Partner
David Cohen
Managing Partner
David Cohen
Managing Partner

David Cohen is an accomplished M&A attorney with extensive experience that spans private practice, in-house, and insurance.

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Managing Partner
Penny Mavridis Sales
Managing Partner
Penny Mavridis Sales
Managing Partner

Penny Mavridis Sales is a seasoned international tax expert with three decades at the forefront of cross-border transactions.

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Managing Partner
Jeff Lash
Managing Partner
Jeff Lash
Managing Partner

Jeff Lash is a recognized expert in tax insurance, known for underwriting some of the largest and most complex risks at the cutting edge of the market.

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Managing Partner
Testimonials
Joey Juhn, Head of Tax at Ethos Specialty Risk

“Austin Cahill is one of the most experienced and trusted brokers in transactional liability insurance. I recall meeting Austin for the first time in the Fall of 2017 when the industry was first beginning to show signs of significant growth. Since that time, his ability to work together with clients, underwriters, and underwriters’ counsel in order to place complex insurance risks has been unparalleled and expect it will continue well into the future.”

Head of Tax at Multinational Underwriter

“Austin Cahill distinguishes himself as a tax insurance broker by his sheer energy and the power of his intelligence. His commitment to clients and to the underwriters he works with is equal to the best of them; his attention to detail and responsiveness to every question, whether from a client or an underwriter, is second to none. Across every dimension, Austin gets my highest recommendation as among the finest tax insurance brokers in the market.”

Head of Tax at Leading Tax Insurer

“Austin is an exceptionally trusted and experienced tax insurance broker. Working with Austin has been an absolute pleasure and a game-changer for our business and industry. His expertise, dedication, and commitment to the tax insurance industry has been nothing short of outstanding.”

David De Berry, Head of Transactional Liability at Ryan Transactional Risk

“I had the privilege of speaking alongside Austin on a panel addressing pressing tax issues held at the Yale Club in NYC. Austin displayed a facility with nuanced tax issues arising from the 2017 JTCA that impressed all of us on the panel and the tax attorneys in the audience. In addition, Austin has character. He raises the bar for our industry.”

Head of Tax at Ryan Specialty (and former head of Tax at Berkshire Hathaway)

“Simultaneously viewed as a zealous advocate for his clients and a partner to underwriters, Austin is an expert at finding solutions to get both sides to “yes” on the more challenging risk transfers we see.”

$100B+

Transaction Value Insured

Years of Combined 
Experience

10K+

Transactions Advised

$10B+

Policy Limits Placed

100+

Our Trusted Partners

Case Studies

Case Studies
Delivering Certainty: Eliminating a D.C. Tax Exposure for a Smooth Exit

Castle Harbour assisted a real estate investment fund in eliminating a local tax uncertainty during the fund’s exit from a major investment.

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Overcoming Cross-Border Tax Uncertainty: Facilitating a Strategic Investment

Castle Harbour was engaged to navigate a complex international tax dispute in the context of a private equity investment.

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Preserving Value: Mitigating an Employee Reimbursement Tax Risk

Castle Harbour supported a corporate acquirer in overcoming a tax exposure that surfaced during the acquisition of an aviation services company.

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Preserving a Key Tax Election in an M&A Transaction

Castle Harbour was engaged by a financial sponsor to address a latent tax risk related to a previous acquisition structured under Section 338(h)(10) of the tax code.

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Overcoming Complex REIT Tax Hurdles for a Seamless Acquisition

Castle Harbour enabled a strategic acquirer to move forward with confidence on a major acquisition by resolving a technical tax exposure involving a Real Estate Investment Trust (REIT).

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Safeguarding a Cross-Border Dividend Plan Amid IRS Scrutiny

Castle Harbour assisted an individual client in protecting a complex cross-border dividend strategy that had come under IRS scrutiny.

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Precision Under Pressure: Insuring a Complex Tax Calculation

In a high-profile corporate separation, a buyer faced uncertainty around the accuracy of a large tax calculation stemming from a taxable spin-off.

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Safeguarding a Tax-Free Spin-Off: Averting a Billion-Dollar Tax Exposure

A corporate client was undertaking a complex spin-off reorganization ahead of a major acquisition.

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From Red Flag to Resolution: Insuring a Critical Tax Risk

During a high-paced multi-billion dollar M&A process - a material tax issue threatened to derail the deal: the A target’s valuable S-corporation status was at risk of being retroactively invalidated, which could trigger significant unforeseen tax liabilities.

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Advocacy in Action: Strategic Recovery After Major Revenue Loss

Following a post-closing contract loss, Castle Harbour led a strategic RWI claims process that secured over $8 million for a private equity client in under six months.

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Preserving Value: Overcoming Customer Retention Risk Through Adept Advocacy

Castle Harbour secured full RWI coverage for a financial sponsor despite a missing contract renewal with the target’s largest customer.

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Strategic Advocacy: Overcoming Compliance Risks in a High-Stakes Acquisition

Castle Harbour helped a U.S. healthcare buyer secure broad RWI coverage in the face of a complex regulatory compliance issue involving a European medical device target.

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Overcoming Jurisdictional Hurdles to Deliver Seamless RWI Coverage

Castle Harbour enabled a strategic buyer to secure RWI coverage on a Dutch-law-governed acquisition by restructuring the deal to align with U.S. disclosure standards.

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Safeguarding RWI Coverage for Crucial IP Asset

Castle Harbour secured full RWI coverage for the acquisition of a pre-revenue AI company by resolving underwriter concerns over potential university IP claims tied to the company’s core technology.

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From Red Flag to Resolution: Insuring a Critical Tax Risk

Castle Harbour helped preserve deal momentum by identifying and insuring a material tax risk that threatened the target’s S-corporation status, avoiding retroactive tax liabilities.

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