Kaitlyn Murphy
New York,NY
Summary
Strategic and results-driven Managing Director and MBA graduate with 12+ years of experience largely in M&A insurance placement, advisory, risk management, due diligence, and account servicing. Proven track record of leading and placing complex, high-value transactions across diverse industries, while delivering risk insights that drive deal decisions. Recognized for building and mentoring high-performing teams, forging trusted client, broker and carrier relationships, aligning insurance programs with broader financial and operational strategies, and leading cross-functional teams to achieve organizational goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Managing Director - M&A and Transaction Solutions
Aon
New York, NY
04.2025 - Current
- Promoted to Regional Head of the M&A Due Diligence team within four months of joining, reflecting strong performance and leadership impact.
- Lead due diligence projects of varying complexity.
- Execute and deliver to clients accurate, professional due diligence reports.
- Communicate internally with brokers, coverage experts, producers, client service team members, and M&A team members, and collaborate to develop findings and solutions.
- Partner directly with deal teams, investment professionals, legal counsel, portfolio company leadership, and carriers to provide strategic guidance and actionable insurance recommendations across all lines of business.
- Provide post-close integration and insurance program redesign recommendations to enhance portfolio company value and risk alignment.
- Serve as a subject matter expert overseeing and supporting East Coast team members.
Vice President, Account Executive Lead - Mergers & Acquisitions
Alliant Insurance Services, Inc.
New York, NY
10.2019 - 04.2025
- Directed the East Coast M&A practice, overseeing the team responsible for brokering and managing over 150 accounts worth over $100M in premium.
- Individually brokered, managed, and maintained a ~$6M revenue book of business with accounts with premiums ranging from $50K to $10M.
- Delivered M&A and due diligence support.
- Served as the primary contact for private equity and portfolio companies during pre- and post-close due diligence insurance processes.
- Led placement of new and renewal P&C insurance programs following mergers, acquisitions, and sales, within tight deadlines.
- Analyzed client insurance programs to determine optimal placements regarding pricing, terms, and conditions.
- Developed innovative solutions tailored for the private equity community, enhancing service offerings.
- Oversaw account management functions post-close, including risk management, contract review, and cash flow assessments.
- Cultivated strong relationships with carriers and international broker partners specializing in P&C business.
Real Estate Compliance & Account Manager
Hugh Wood Inc.
New York, NY
01.2014 - 10.2019
- Started with the company as a receptionist and within 3 months was promoted to technical assistant and subsequent promotions through tenure to Account Manager where I:
- Managed overall placement and compliance of Real Estate/Construction insurance programs consisting of Commercial Property, Liability, Workers Compensation and Umbrella coverage which generates over $250M of premium
- Implemented procedural changes across entire department to ensure business operations comply with changing requirements
- Managed accounting processes, analyze revenue tracking and manage receivables/payables for Real Estate/Construction department
- Prepared monthly statements and quarterly reports for regulatory reporting purposes
- Distributed monthly income summaries to EVP and CEO regarding status of insurance programs
- Prepared and analyzed quarterly and annual audits to be submitted to various insurance carriers
- Actively managed client accounts for Real Estate/Construction insurance department, working directly with owners, investors, developers, property managers and agents
- Interacted directly with clients and lenders; review contracts to ensure coverage meets requirements and place coverage accordingly
- Facilitated coverage for new and existing clients through a consultative process and understanding of business and insurance markets
Education
Master of Business Administration - Concentration in Finance and Accounting
Fordham University, Graduate School of Business
12.2017
Bachelor of Arts -
Iona College
05.2013
Skills
- Insurance placement
- Risk assessment
- Due diligence
- Financial analysis
- Client/carrier relationship management
- Post-merger integration
- Team leadership
- Market analysis
- Contract negotiation
- Data analysis
- Mentoring and training
- Team collaboration
Certification
• Associate in Risk Management (ARM) Candidate, Expected December 2026
• New York Property & Casualty License, April 2015
• Certified Insurance Service Representative (CISR) Designation, July 2016
• Fordham University Omicron Delta Epsilon International Honor Society, December 2017
• Fordham University BTEA Stop Work Order Research Project, Summer 2016
• Fordham University ARGUS Challenge, February-March 2017
• Fordham University - 2017 Business & Society International MBA Case Competition- IBM, April 2017
• New York State Public Notary
• New York Property & Casualty License, April 2015
• Certified Insurance Service Representative (CISR) Designation, July 2016
• Fordham University Omicron Delta Epsilon International Honor Society, December 2017
• Fordham University BTEA Stop Work Order Research Project, Summer 2016
• Fordham University ARGUS Challenge, February-March 2017
• Fordham University - 2017 Business & Society International MBA Case Competition- IBM, April 2017
• New York State Public Notary
Timeline
Managing Director - M&A and Transaction Solutions
Aon
04.2025 - Current
Vice President, Account Executive Lead - Mergers & Acquisitions
Alliant Insurance Services, Inc.
10.2019 - 04.2025
Real Estate Compliance & Account Manager
Hugh Wood Inc.
01.2014 - 10.2019
Master of Business Administration - Concentration in Finance and Accounting
Fordham University, Graduate School of Business
Bachelor of Arts -
Iona College