Managing Director Insurance M&A
Smith Arnold Partners, New York, NY, United States
Overview
An Investment Banking platform exclusively focused on Insurance? Yes – indeed!
Covers all areas of Insurance, mainly in 3 buckets, Insurance Carries (Auto & Home, Property & Casualty, Life & Annuities, Warranty), Insurance Distribution/Services (Digital Distribution, Wholesale/Retail Brokers) and InsurTech (Digital, Claims/Policy Management, Data & Analytics).
The firm has a rich history of originating and executing deals in Insurance. They have grown significantly since their inception, doubling their revenue consistently! This firm is employee owned with a unique value proposition to their clients, customers and competitors. With senior leadership coming from a history of large Banks, they already compete with the leading Bulge Bracket Banks and Boutiques alike. They compete with middle market firms as well. A sweet spot for transactions is around $500mn, with an emphasis on M&A deals.
This is an opportunity to join a firm as it beefs up the entire team from the ground up. Early career Banker or seasoned vet with an established Book of business, this is the Insurance Investment Bank to build, strive and succeed with.
This role is designed for a proven Insurance M&A rainmaker who wants:
Full ownership of client relationships
Minimal internal friction
Real economics tied directly to revenue generation
A clear path to Partner and equity participation
What are people saying about this company?
- They want to be the absolute best Insurance Investment Banking platform across the street
- Opportunity to be a part of a build out of a lifetime
- Juniors learn directly from leadership with limited to no red tape
- Senior Bankers can freely originate with little to no politics
- Chance to become a Partner and build wealth
- Employee owned, gives everyone a fair chance truly build, cater to clients and long term career development
Title: Insurance Investment Banking – Managing Director
Salary: $300,000 +Bonus + Equity
Location: New York, NY (On Site)
Execution is fully supported by dedicated VPs, Associates, and Analysts — allowing the Managing Director to focus primarily on origination, client coverage, and deal monetization.
Responsibilities
- Independently originate and win buy-side and sell-side M&A mandates across the Insurance sector
- Own and expand a recurring revenue book of business within Insurance Carriers, Distribution, and InsurTech
- Leverage senior-level relationships with CEOs, Boards, founders, and financial sponsors to drive deal flow
- Act as the primary client relationship owner from pitch through close
- Set transaction strategy, valuation positioning, and negotiation approach at the senior level
- Collaborate selectively with other MDs to cross-sell and maximize platform leverage
- Maintain real-time market intelligence on active buyers, sellers, valuations, and deal structures
- Represent the firm as a senior voice in the Insurance M&A ecosystem
- Influence platform growth and market positioning through deal flow rather than management overhead
What This Is Not
- Not a coverage-heavy bureaucracy
- Not a model-building or execution-heavy MD role
- Not a platform where economics are capped or opaque
- Not a firm where origination is politicized
Requirements
- 12–20+ years of Investment Banking experience, primarily in FIG / Insurance M&A
- Demonstrated ability to independently source and close transactions
- Verifiable origination track record in buy-side and sell-side Insurance M&A
- Deep senior-level relationships across Insurance carriers, brokers, InsurTechs, and/or private equity
- Experience monetizing long-term client relationships into repeat mandates
- Strong commercial instincts and client-facing credibility
- Series 7, 79, and 63 licenses preferred or willingness to obtain
- Willingness to travel as needed to support client relationships