Role Overview for Head of Corporate Development with an Insurance Brokerage – Reston, VA
JRG Partners is proud to represent a premier, rapidly expanding insurance brokerage in their search for a visionary and strategic Head of Corporate Development. Based in their corporate headquarters in Reston, VA, this executive leadership role is a pivotal component of the company’s aggressive growth strategy. The successful candidate will be the chief architect and driver of all inorganic growth initiatives, including mergers and acquisitions (M&A), strategic partnerships, and joint ventures. This is a unique opportunity for a seasoned corporate development professional to make a significant, tangible impact on the future trajectory of a market leader in the insurance sector.
As the Head of Corporate Development, you will report directly to the Chief Executive Officer and work closely with the executive leadership team to define, refine, and execute the company’s M&A roadmap. You will be responsible for the entire deal lifecycle, from developing the strategic thesis for acquisitions to sourcing opportunities, conducting rigorous valuation and due diligence, negotiating definitive agreements, and overseeing post-merger integration. Your expertise will be critical in identifying and securing acquisitions that enhance our market position, expand our geographic footprint, add new service capabilities, and deliver substantial shareholder value.
The ideal candidate will possess a deep understanding of the insurance brokerage landscape, a proven track record of successfully closing complex transactions, and the executive presence to operate as a key strategic advisor to the C-suite and Board of Directors. You are not just a deal-maker; you are a business builder who can see the long-term strategic value beyond the financial model. You will build and lead a high-performing team dedicated to identifying and executing growth opportunities that will shape the industry for years to come.
Key Responsibilities of Head of Corporate Development with an Insurance Brokerage – Reston, VA
The Head of Corporate Development will have a broad and impactful scope of responsibilities, encompassing strategy, execution, and leadership. Success in this role requires a blend of financial acumen, strategic thinking, negotiation prowess, and interpersonal skill.
M&A Strategy and Pipeline Development
Collaborate with the executive team to formulate and continuously refine the company’s inorganic growth strategy. Proactively identify and research potential acquisition targets that align with strategic goals, including privately-held insurance agencies, specialized brokers, and technology-enabled service providers. Develop and maintain a robust and actionable pipeline of M&A opportunities through a network of industry contacts, investment bankers, and proprietary research.
Deal Sourcing and Execution
Lead all aspects of the transaction process from initial contact to closing. This includes initiating discussions with potential targets, preparing and presenting initial proposals, and managing the flow of information. You will be the primary negotiator for key deal terms, including price, structure, and definitive agreements, ensuring favorable outcomes that protect the company’s interests.
Valuation and Financial Analysis
Oversee the creation of complex financial models to support valuation, synergy analysis, and deal structuring. Perform detailed financial analysis to assess the viability and potential return on investment for each proposed transaction. Present comprehensive business cases, including financial projections and strategic rationale, to the executive team and Board of Directors for approval.
Due Diligence Management
Quarterback the entire due diligence process, coordinating a cross-functional team of internal stakeholders (e.g., Finance, Legal, HR, Operations, IT) and external advisors (e.g., law firms, accounting firms, consultants). Ensure a thorough and meticulous review of all aspects of a target’s business, including financial records, legal liabilities, operational processes, and cultural fit. Your team will be responsible for identifying and mitigating potential risks through comprehensive due diligence and strategic structuring.
Integration Planning and Oversight
Work closely with a dedicated integration management team to develop detailed pre-close integration plans. Provide strategic oversight during the post-merger integration phase to ensure the successful realization of synergies, the retention of key talent, and a smooth transition for acquired employees and clients. Monitor the performance of acquired businesses against initial projections and report on progress to senior leadership.
Market Intelligence and Industry Networking
Serve as the firm’s expert on the competitive landscape and market trends within the insurance brokerage industry. Cultivate and maintain strong relationships with a broad network of industry executives, investment bankers, private equity sponsors, and other key influencers to enhance deal flow and market insight.
Team Leadership and Development
Build, mentor, and lead a high-caliber corporate development team. Foster a culture of excellence, collaboration, and continuous improvement. Provide guidance and development opportunities to team members, ensuring they have the skills and resources to execute effectively.
Requirements for the Head of Corporate Development with an Insurance Brokerage – Reston, VA
We are seeking a highly motivated and experienced professional with a demonstrated history of success in corporate development, investment banking, or private equity, with a strong preference for experience within the insurance industry.
Experience
A minimum of 12-15 years of progressive experience in corporate development, M&A, investment banking, or a related field. A significant portion of this experience must include direct responsibility for leading and closing M&A transactions.
Industry Expertise
Deep knowledge of the insurance brokerage or broader financial services industry is strongly required. The ideal candidate will have a proven track record of sourcing and executing deals specifically within the insurance distribution space.
Educational Background
Bachelor’s degree in Finance, Economics, Business Administration, or a related field is required. An MBA from a top-tier business school or a CFA designation is highly preferred.
Technical Skills
Expert-level proficiency in financial modeling, valuation methodologies (DCF, comparable company, precedent transaction), and deal structuring. Mastery of Microsoft Excel and PowerPoint is essential.
Leadership Acumen
Proven ability to lead, influence, and collaborate with senior executives and cross-functional teams. Experience building and managing a team of M&A professionals.
Negotiation and Communication
Exceptional negotiation skills with the ability to manage complex, multi-party discussions. Outstanding written and verbal communication skills, with the ability to distill complex information into clear, concise presentations for executive and board-level audiences.
Strategic Mindset
Strong strategic and analytical thinking skills, with the ability to assess complex business opportunities and make data-driven decisions. A proactive, results-oriented approach with a high sense of urgency and ownership.
Location
Ability to work from the corporate headquarters in Reston, VA, with a willingness to travel as required for deal sourcing, due diligence, and negotiation.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation and benefits package. As a key member of the executive team, you can expect:
Competitive Base Salary
An attractive six-figure base salary commensurate with experience and market standards.
Executive Bonus Program
A significant annual performance-based bonus tied to both individual and company performance, including successful deal execution.
Long-Term Incentive Plan
Meaningful participation in the company’s equity or long-term incentive plan, providing a direct stake in the value you help create.
Comprehensive Health & Wellness
A full suite of benefits, including medical, dental, and vision insurance with multiple plan options to suit your needs. Includes access to wellness programs, mental health support, and other resources.
Retirement Savings
A 401(k) retirement plan with a generous company match to help you plan for your future.
Paid Time Off
A generous paid time off (PTO) policy, including vacation, sick days, and company holidays, to support a healthy work-life balance.
Professional Development
A dedicated budget for continuous learning, including industry conferences, executive education courses, and professional certifications.
Relocation Assistance
A comprehensive relocation package is available for exceptional candidates who are not local to the Reston, VA area.
How to Apply
JRG Partners is exclusively managing the search for this critical Head of Corporate Development role. If you are a strategic, results-driven M&A leader with a passion for the insurance industry and a desire to drive transformative growth, we encourage you to apply.
To be considered for this opportunity, please submit your resume and a cover letter detailing your relevant experience and track record of success. Interested candidates should apply directly through the JRG Partners portal or by reaching out to a representative from JRG Partners’ Financial Services & Insurance Practice. We look forward to reviewing your application and discussing how you can contribute to our client’s continued success.
JRG Partners and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
