Insurance Advisory Partners Named Matthew Morris Partner
The firm added a veteran finance executive to lead its M&A and capital-raising advisory work for insurance clients.
Updated on Sept. 29, 2026 in People

Live Poll
Do you trust boutique financial firms more than large investment banks for professional advice?
Insurance Advisory Partners has appointed Matthew Morris as a partner in its New York office. Morris joins the firm to provide strategic advisory services for mergers, acquisitions, and capital-raising efforts.
Why it matters
The appointment deepens the firm's advisory capacity by adding a senior leader with over three decades of industry experience. This move strengthens the firm's bench strength as it navigates complex M&A landscapes for clients.
Matthew Morris brings over 30 years of industry experience to his new role at a firm that has been operating for five years. His background includes prior roles at Wells Fargo, Vault, Greenhill, Willis Towers Watson, and BofA Securities.
The players
Insurance Advisory Partners
An advisory firm specializing in strategic M&A and capital raising for the insurance industry.
Matthew Morris
A financial executive with over three decades of experience at major institutions including Wells Fargo, Greenhill, and BofA Securities.
The details
Morris will leverage his career-long focus on insurance advisory to support client strategic objectives from the firm's New York office. His mandate includes facilitating M&A transactions and capital-raising initiatives, drawing on deep operational experience that spans roles as a CFO and head of insurance advisory groups. He will work alongside the existing team to expand the firm's advisory capabilities for insurance sector clients.
Timeline
September 29, 2026: Matthew Morris was appointed as a Partner at Insurance Advisory Partners.
Market Landscape
The hiring of a veteran partner follows a documented trend in insurance sector financial advisory firms looking to scale expertise. This appointment mirrors recent competitive moves among boutique firms seeking to capture specialized M&A activity.
Operators in the insurance sector should track the firm's increased advisory capacity as they evaluate potential M&A or capital-raising partners. Market participants should monitor how the firm's expanded team alters its competitive position in mid-market insurance transactions.
The takeaway
The move signals a priority on senior-level expertise to drive complex deal-making in a saturated advisory market. Firms in the space should audit their own leadership depth against these competitive hires when benchmarking their own M&A strategy.
Further reading
For broader insights on talent shifts in the sector, see People.
Source note: This article includes information reported by ReinsuranceNe.
Live Poll
Do you trust boutique financial firms more than large investment banks for professional advice?









