Stacy Kirshner is a managing director with Alvarez & Marsal’s Transaction Advisory Group (TAG) in New York. She is the United States practice co-leader for TAG. She specializes in performing financial and accounting due diligence in insurance including insurance brokers, wholesale brokers, MGAs, and insurance carriers. 

With more than 18 years of mergers and acquisition advisory and audit experience, Stacy has experience in providing financial and accounting buy- and sell-side due diligence for both private equity and strategic corporate buyers. Her focus includes developing a strong understanding of key drivers of the target company’s business to identify and report on key deal issues and risks (including business, regulatory and industry risks), quality of earnings, quality of assets, working capital analysis and consideration of off-balance sheet exposures. 

Stacy has developed a sought-after approach that is adaptable for deals ranging from unsophisticated accounting teams to targets with complex accounting in niche insurance sectors. She is recognized as an insurance deal expert among her clients and in the market space. 

Prior to joining A&M, Stacy worked with PricewaterhouseCoopers, LLP in New York serving with the transaction advisory group for three years and the audit & assurance practice for three years. 

Stacy earned a bachelor’s degree in accounting and finance (summa cum laude) from Ohio University. She is a Certified Public Accountant (CPA) in the state of New York and a member of the A&M Transaction Advisory Group US Executive Committee and Global Executive Committee.