Vanbridge Announces Appointment of Osmel “Oz” Cuan as Managing Principal, Tax Liability Practice Leader

NEW YORK--(BUSINESS WIRE)--Vanbridge, an EPIC company, is pleased to announce the addition of Osmel “Oz” Cuan as Managing Principal and Tax Liability Practice Leader. Oz will join the Transactional Risk Solutions team and lead the Tax Liability Insurance practice.

Oz 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, Oz 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,” said Greylen Mardy, Managing Principal and Transactional Risk Solutions Leader at Vanbridge. “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, Oz spent six years as a senior broker at an international insurance broker. He began his professional career as a tax lawyer at Akerman LLP in New York and Miami, and in EY’s Transaction Tax practice.

Oz 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, Oz is a native Spanish speaker.

About Vanbridge

Vanbridge is a diversified insurance and capital solutions firm operating at the intersection of the insurance, private equity, and hedge fund industries. We leverage the strength and flexibility of our business model to offer a comprehensive range of insurance and alternative capital solutions, free from the limitations of a siloed approach.

At Vanbridge, we specialize in solving risk-related issues by bridging the gap between insurance and capital markets. Our innovative approach helps clients manage risk, enhance investment strategies, and strengthen long-term financial performance. For more information on Vanbridge, please visit www.vanbridge.com.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a leader in risk management, providing clients with diverse and specialized property and casualty, employee benefits, private client, and specialty insurance solutions. The EPIC team members operate from locations nationwide, bringing strategic and expansive specializations that allow them to collaborate for innovative and comprehensive risk-solution development. For more information on EPIC, please visit www.epicbrokers.com.