Freshfields advised Allianz X, the strategic investment arm of the Allianz Group, as lead investor in the Series C financing of Coterie Insurance, a tech-enabled and data-powered managing general agent that provides property and casualty insurance products for small and mid-sized businesses in the United States.

The Freshfields team advising on the transaction was led by partner Andrea Basham and associate Wei Zhang on corporate and M&A matters, with assistance from senior associate Sofia Bernaciak. Partner Lori Goodman and associate Jordan Riley advised on executive benefits and compensation matters; partner Mena Kaplan and associate Olivia Luongo advised on intellectual property matters; partner Brock Dahl and associate Jackson Myers advised on data privacy matters; counsel Jeremiah Nelson and associate Kate Koudouna advised on real estate matters; partner Kyle Lakin and associates Sydney Hallisey and Nora McDonnell advised on finance matters; partner Joe Soltis advised on tax matters; partner Stephanie Brown Cripps, senior associate Tim Chen and associate Alice Jeon advised on sanctions and compliance matters and partner Aimen Mir, senior advisor Brian Reissaus and associate Andrew Gabel advised on antitrust matters.