Vice President - M&A Advisory (Insurance)
Vice President - M&A and Financial Advisory (Insurance)
Location Options: Ohio, Michigan, New York, California, Texas
Industry: Financial Advisory / Investment Banking
Client Type: Specialty Insurance Distribution (MGAs, MGUs, Program Managers, InsurTech, etc.)
A leading advisory firm is seeking a dynamic and experienced Vice President to join its growing Financial Advisory practice. This is a high-impact, client-facing leadership role focused on M&A advisory, business valuation, and financial consulting services within the specialty insurance distribution sector.
Key Responsibilities:
- Lead and manage M&A transactions from origination through to closing, including financial modeling, due diligence, deal structuring, and negotiations.
- Serve as the primary point of contact for clients, ensuring high-quality execution and long-term relationship development.
- Oversee both buy-side and sell-side engagements, working closely with internal teams and external stakeholders.
- Identify growth opportunities and contribute to business development efforts, including marketing strategy and client outreach.
- Mentor and manage junior team members, providing guidance, feedback, and performance management.
- Contribute thought leadership through publications and industry engagement.
- Stay current on market trends and regulatory developments impacting the insurance distribution space.
Ideal Candidate Profile:
- 6-10+ years of experience in investment banking, transaction advisory, corporate development, or financial consulting.
- Relevant industry exposure to specialty insurance, InsureTech, or Risk Retention Groups.
- Strong background in financial analysis, deal execution, and client relationship management.
- Bachelor's degree in Finance, Accounting, or Business; advanced degrees (MBA, JD) and certifications (CPA, CVA, AM&AA, CPCU) are a plus.
- Proven leadership skills and ability to manage cross-functional teams.
- Willingness to travel up to 40% as needed.
Compensation: $130,000 - $175,000 base, plus a performance-based bonus incentive.
This is an excellent opportunity for a strategic, results-driven professional to join a respected advisory platform with a strong reputation in the insurance sector. The role offers significant visibility, career growth, and the chance to work on high-profile transactions.
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