Josh Warren
President, Symphony Transact and Search
A 20+ year veteran serving the needs of private equity firms and portfolio companies on a global scale, Josh Warren has been involved with thousands of M&A transactions from search funds to multi-billion-dollar foreign based deals. Josh is responsible for leading all aspects of Symphony Transact, the business unit of Symphony Risk Solutions focused on the needs of alternative asset managers and clients facing a merger or acquisition. The Transact team provides transactional insurance products, insurance and employee benefits due diligence, and day-to-day portfolio company service.
Most recently, Josh was the Transaction Advisory Practice Leader for Lockton’s Pacific and West Series. In that role, Josh oversaw a team of 30+ professionals that provided insurance and employee benefits due diligence on over 500 transactions annually.
From 2018-2022, Josh was the M&A Advisory Practice Leader at Newfront (formerly ABD), responsible for operational leadership, client management, program design, and risk analysis. Josh founded the M&A Advisory practice and built out its infrastructure while also leading insurance due diligence engagements.
Prior to Newfront, Josh held various roles over a 14+ year span at Equity Risk Partners (acquired by HUB International), including Property & Casualty Practice Leader and Vice President Global Risk, Technology, Marketing, Innovation.
Josh has twice been named a Risk & Insurance Power Broker in the Private Equity category. He was named to multiple 40 under 40 lists.
Josh graduated from Millikin University with a degree in Secondary Education, and he earned an MBA from DePaul University with a Management Emphasis.
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