Jordan Burbach

Jordan Burbach is a seasoned professional with a wealth of experience in the realm of M&A projects, having advised on over 300 such ventures. Recently, he has joined Lockton Companies as the Senior Vice President for Private Equity Insurance Services, where he is eager to contribute his expertise to a top-tier team. Jordan's focus lies in bolstering the firm's offerings in key areas like business insurance, R&W insurance, employee benefits, and retirement and compensation review. He brings with him a strong commitment to putting clients first, ensuring responsiveness, execution, accuracy, and a dedicated work ethic in all endeavors.

Jordan Burbach holds a Bachelor's degree in Finance from Santa Clara University. Over the course of his career, he has held pivotal roles in various notable organizations. Prior to his current position, he served as the Senior Vice President for Private Equity and M&A Services at Marsh. He has also contributed his skills and knowledge to Zurich Insurance Company Ltd as the West Zone Technology Underwriting Manager, and has experience as a Placement Specialist at Marsh, as well as a Financial Analyst at Mid Peninsula Bank and Applied Materials.

In expressing his gratitude towards clients and friends who have entrusted him as their advisor, Jordan reflects on the support he has received and expresses his excitement about nurturing these relationships in his new role. His dedication to excellence and client-centric approach are hallmarks of his professional ethos.