Regional Team Lead – M&A / Property & Casualty Broking
New York, NY | Hybrid
About the Opportunity
An established and rapidly growing retail broker and advisory firm is seeking an experienced M&A Property & Casualty Broking leader to help drive the next phase of growth within its transaction solutions practice.
This is a strategic leadership opportunity for an accomplished broker with deep experience supporting private equity sponsors, strategic acquirers and transaction advisors through complex M&A activity. The successful candidate will play a pivotal role in expanding a high-performing broking team, developing talent, strengthening insurer partnerships and helping shape the long-term direction of the practice.
Working closely with national leadership, this individual will combine technical excellence with commercial leadership, helping deliver innovative insurance solutions while building a scalable platform for continued growth.
Key Responsibilities
- Lead and develop a specialist M&A Property & Casualty broking team, providing coaching, mentorship and day-to-day leadership.
- Help define and execute the growth strategy for the practice, including hiring, team development and operational scalability.
- Act as a senior technical resource on complex domestic and cross-border M&A transactions.
- Build and maintain strong relationships with private equity firms, corporate clients, legal advisors and other transaction stakeholders.
- Own and strengthen strategic partnerships with insurance carriers, negotiating market-leading solutions for clients.
- Collaborate closely with national practice leadership to drive consistent delivery standards and support broader business objectives.
- Partner with producers and client executives to develop tailored insurance programs that support acquisitions, divestitures and portfolio company needs.
- Identify opportunities to broaden client relationships through cross-functional collaboration and value-added advisory services.
- Monitor insurance market trends and emerging risks to ensure clients receive innovative and competitive solutions.
- Foster a collaborative, high-performance culture focused on technical excellence and exceptional client service.
What We’re Looking For
- Significant experience in commercial Property & Casualty insurance with a strong concentration in mergers & acquisitions and private equity transactions.
- Demonstrated success leading or mentoring broking teams within a complex, client-focused environment.
- Strong relationships across the commercial insurance carrier marketplace and a proven ability to negotiate complex placements.
- Deep understanding of transaction-related insurance programs and the broader insurance considerations throughout the M&A lifecycle.
- Commercially minded with experience contributing to practice growth, business development initiatives and strategic planning.
- Exceptional communication and stakeholder management skills, with confidence interacting with senior executives, investors and transaction advisors.
- Ability to manage multiple high-profile engagements in a fast-paced, deadline-driven environment.
- Collaborative leadership style with a passion for developing people and building high-performing teams.
Why This Opportunity?
This is an opportunity to join a well-established platform that is investing heavily in the continued expansion of its transaction advisory capabilities. You’ll have the autonomy to influence strategy, build and develop a growing team, deepen relationships across the insurance marketplace and play a key role in shaping one of the firm’s highest-growth business areas.
If you’re looking for a leadership role where you can combine technical broking expertise with team building, strategic influence and meaningful career progression, we’d welcome the opportunity to speak with you.
