Jason C. Murgio

Principal & CEO

Mr. Murgio has twenty years of insurance, M&A advisory and business development experience, totaling nearly $4 billion in deal value. He has worked for numerous multibillion dollar insurance carriers, including assignments for such companies as Allstate, AIG, Allianz, Progressive, Morgan Stanley and White Mountains. Mr. Murgio has assisted international companies (UK, Netherlands, Bermuda and throughout Latin America), private equity startup operations, and regional insurance carriers. In addition he has worked with various State Departments of Insurance helping companies in rehabilitation and liquidation. Mr. Murgio’s experience covers the property casualty and life / health markets, including working with insurance carriers, managing general agencies, wholesalers, retailers and third party administrators.

Prior to joining M&A, he served as the Founder and Managing Director for Venture Credit, LLC, a private equity firm dedicated to providing convertible debentures to middle market companies. Before founding Venture Credit, Mr. Murgio was a private equity analyst for Landmark Partners. He started his insurance career as a Registered Representative for Phoenix Home Mutual Life Insurance Company with concentration in business continuation planning and financial advice for small to mid-sized businesses.

In addition, Mr. Murgio is a member of Target Markets, Wholesale & Specialty Insurance Association,  and the American Association of Insurance Management Consultants.  Mr. Murgio also serves on the Board of Directors of Investors Heritage Life Insurance Company.

Mr. Murgio received his Bachelor of Arts from Union College in Schenectady, New York and currently holds the following Financial Industry Regulatory Authority (FINRA) licenses; Investment Banking Representative (Series 79), Corporate Securities Representative (Series 62) and the Uniform Securities State Agent (Series 63).


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