Job Title: Vice President, Investment Banking - Specialty Insurance Distribution
Location: Plano, TX , Irvine, CA , Cleveland, OH , & Grand Rapids, MI
Job Summary: Our client is seeking a highly motivated and experienced Vice President to join its greater Financial Advisory team. The successful candidate will play a key role in leading transaction teams, managing client relationships, and driving growth within the specialty insurance distribution market. This role involves overseeing merger and acquisition (M&A) advisory, business valuation, due diligence, and financial consulting projects. he role will be focused on clients and prospects in the Specialty Insurance Distribution market, including: Program Managers, Wholesale Brokerage, InsurTech, MGAs, MGUs, and Risk Retention Groups
Key Responsibilities:
Lead and manage transaction teams in the execution of M&A advisory assignments within the specialty insurance distribution sector.
Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction
Develop and maintain strong relationships with clients, providing strategic advice and insights to help them achieve their financial goals.
Conduct comprehensive financial analyses, including valuation modeling, due diligence, and preparation of marketing materials.
Oversee the preparation and presentation of pitch books, management presentations, and other client deliverables.
Collaborate with senior management to identify and pursue new business opportunities within the specialty insurance distribution market.
Mentor and develop junior team members, fostering a collaborative and high-performance work environment.
Stay on top of industry trends, regulatory changes, and market developments to provide informed advice to clients.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field; MBA or other advanced degree preferred.
Minimum of 6-10 years of experience in investment banking or transaction advisory with a focus on the financial institutions sector, particularly specialty insurance distribution.
Proven track record of successfully leading and executing M&A transactions.
Strong financial modeling, analytical, and valuation skills.
Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients.
Demonstrated ability to build and maintain client relationships.
Strong leadership and team management skills.
Ability to thrive in a fast-paced, dynamic work environment.