Biography

Jeff, over the past 21 years, has served the insurance needs of capital providers and equity sponsors, leading insurance diligence efforts on thousands of transactions. Prior to his role in mergers & acquisitions insurance services, he spent four years working with Randy Best of Best Associates, a Texas-based merchant bank, which provided invaluable experience for the services he now provides to clients.

Today Jeff has a reputation in the financial community as a leader in serving the insurance needs of debt and equity providers specializing in enhancing investment outcomes through insurance diligence and aggressive placement of insurance products.

Lockton Houston’s M&A team, led by Jeff, has successfully completed in excess of 3,000 due diligence projects for our financial clients. As the tenth largest broker in the world, placing over $21 billion in annual premiums, Lockton has proven time and again that by adding our team to lead the task of insurance due diligence, costly pitfalls and hidden liabilities can be averted.

Areas of expertise

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Read more in the Lockton Newsroom
See our Client Stories