Investment Banking Vice President
Vice President - Financial Advisory (Specialty Insurance Distribution)
Location: Dana Point, CA
A leading financial advisory firm is seeking a Vice President to join its M&A and consulting team, focusing on clients in the Specialty Insurance Distribution space (e.g., MGAs, MGUs, Program Managers, InsurTech). This role involves leading transaction teams, managing client relationships, and overseeing M&A advisory, valuation, due diligence, and financial consulting projects from initiation to close.
Key Responsibilities
- Lead client engagements for M&A and financial consulting projects.
- Manage buy-side and sell-side deal processes, including financial modeling, due diligence, and negotiations.
- Identify growth opportunities and contribute to business development.
- Mentor team members and oversee project execution.
- Maintain industry knowledge and publish thought leadership content.
Qualifications
- Bachelor's in Finance, Accounting, or Business (advanced degrees/certifications like CPA, CVA, AM&AA preferred).
- 6-10+ years in investment banking, corporate development, or financial consulting.
- Strong leadership, analytical, and communication skills.
- Willingness to travel up to 40%.
About the Company
The firm provides strategic consulting and M&A advisory services to insurance and financial services clients. It fosters a collaborative, inclusive culture and has been recognized for its workplace excellence.
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