Davis Polk acted as special product counsel to the initial purchaser in connection with a Rule 144A offering by Heritage Insurance Holdings, Inc. of an aggregate principal amount of $125 million of its 5.875% convertible senior notes due 2037.

Headquartered in Clearwater, Florida, Heritage Insurance Holdings, Inc. is a property and casualty insurance holding company that provides personal and commercial residential insurance.

The Davis Polk equity derivatives team included partners Ray Ibrahim and Mark M. Mendez and associates Mark J. DiFiore and Jenny Ge. The tax team included partner Lucy W. Farr and associate K. Daniel Berman. All members of the Davis Polk team are based in the New York office. 

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