Vanbridge, an EPIC company, added Osmel “Oz” Cuan as managing principal and tax liability practice leader. Cuan will join the transactional risk solutions team and lead the tax liability insurance practice.
Cuan specializes in structuring highly bespoke and innovative insurance solutions to mitigate tax and other contingent risks in M&A transactions, tax credit investments, corporate tax planning and non-transactional situations. Since joining the industry in 2018, Cuan has played an instrumental role in the evolution of the tax liability insurance product, placing industry-leading programs for high-profile private equity, corporate and global financial institution clients seeking greater certainty for complex tax risks. He is also a frequent speaker and thought leader on the use of tax liability insurance to support renewable energy project finance and tax credit investments.
“We are thrilled to welcome Oz to our team,” Greylen Mardy, managing principal and transactional risk solutions leader at Vanbridge, said. “His extensive expertise and innovative approach to tax liability insurance will be invaluable as we continue to expand our services and solutions to meet the evolving needs of our clients.”
Prior to joining Vanbridge, Cuan spent six years as a senior broker at an international insurance broker. He began his professional career as a tax lawyer at Akerman in New York and Miami, and in EY’s transaction tax practice.
Cuan holds a J.D. from Fordham University School of Law and an LL.M. in taxation from New York University School of Law. He is a member of the New York State and Florida Bars and is a licensed property and casualty insurance broker. Additionally, Cuan is a native Spanish speaker.
