With more than ten years of transaction advisory experience, Ms. McCaffrey spent two years in London advising U.K. and European-based clients, performing financial due diligence and vendor due diligence. 

Ms. McCaffrey’s notable assignments include supporting the acquisition strategies for national broker platforms and portfolio companies of private equity clients. She has worked with clients across segments of the insurance industry, including insurance brokers, wholesale brokers, MGAs and insurance carriers.

Prior to joining A&M, Ms. McCaffrey was with PwC’s Financial Services Audit practice in New York. She also spent a year with Barclays Wealth’s Finance group working on performance and planning for the private bank.   

Ms. McCaffrey earned a bachelor’s degree in economics/accounting from College of the Holy Cross. She is a Certified Public Accountant (CPA) in New York. Ms. McCaffrey is a wish-granting volunteer with Make-A-Wish Metro New York, and a mentor for Student Sponsor Partners.