Specializes in performing financial and accounting due diligence in insurance
Works with insurance brokers, wholesale brokers, MGAs, IMOs, TPAs and insurance carriers
New York
Twitter
LinkedIn
Copied!
Stacy Kirshner is a Managing Director with Alvarez & Marsal's Transaction Advisory Group (TAG) in New York. She is the United States practice co-leader for TAG. She specializes in performing financial and accounting due diligence in insurance including insurance brokers, wholesale brokers, MGAs and insurance carriers.
With more than 18 years of mergers and acquisition advisory and audit experience, Ms. Kirshner has experience in providing financial and accounting buy- and sell-side due diligence for both private equity and strategic corporate buyers. Her focus includes developing a strong understanding of key drivers of the target company’s business to identify and report on key deal issues and risks (including business, regulatory and industry risks), quality of earnings, quality of assets, working capital analysis and consideration of off-balance sheet exposures.
Ms. Kirshner has developed a sought-after approach that is adaptable for deals ranging from unsophisticated accounting teams to targets with complex accounting in niche insurance sectors. She is recognized as an insurance deal expert among her clients and in the market space.
Prior to joining A&M, Ms. Kirshner worked with PricewaterhouseCoopers, LLP in New York serving with the Transaction Advisory Group for three years and the Audit & Assurance practice for three years.
Ms. Kirshner earned a bachelor’s degree in accounting and finance (summa cum laude) from Ohio University. She is a Certified Public Accountant (CPA) in the state of New York and a member of the A&M Transaction Advisory Group US Executive Committee and Global Executive Committee.
Alvarez & Marsal’s Global Transaction Advisory Group (Global TAG) continues to strengthen its market readiness to service clients globally with the promotion of Managing Director, Stacy Kirshner to Co-Leader of TAG US, alongside Managing Director, Anthony Caporrino.
Hear from A&M's Stacy Kirshner as she discusses the current environment of M&A in the insurance sector that is seeing financial sponsors increasingly investing in consolidation, while rising premium rates in property and casualty insurance are boosting sales commissions and driving organic growth.
This report focuses on the unique drivers of consolidation and the challenges inherent in each country across Western Europe and the United States, the key players and takeaways from A&M’s observations and finally, “value win” opportunities for consolidators in the sector.
