Brian Horgan
About Brian Horgan
Brian Horgan serves as the Senior Vice President and Senior Business Development Officer at Customers Bank, where he specializes in transaction advisory services for middle market and venture-backed companies. He has a background in finance, holding an MBA from the University of Rochester and extensive experience in corporate valuations and mergers and acquisitions.
Current Role at Customers Bank
Brian Horgan serves as the Senior Vice President and Senior Business Development Officer at Customers Bank. He has held this position since 2021 and operates in the Greater Boston area. In this role, he focuses on providing transaction advisory services tailored for middle market and venture-backed companies. His expertise includes structuring Employee Stock Ownership Plan (ESOP) buyouts and facilitating shareholder liquidity events.
Previous Experience at HSBC
Prior to his current role, Brian worked at HSBC as a Global Relationship Manager from 2014 to 2015. He was based in Boston, MA, and held this position for 11 months. His responsibilities involved managing client relationships and providing financial solutions to meet client needs.
Professional Background in Finance
Brian has a diverse professional background in finance. He co-founded and served as Principal at Orix Venture Finance for one year from 2001 to 2002. Additionally, he worked at ABN AMRO NV as a Director from 1993 to 1998, where he gained significant experience in corporate valuations and strategic project management.
Educational Qualifications
Brian Horgan holds an MBA in Finance from the University of Rochester, where he studied from 1990 to 1992. He also earned a Bachelor of Business Administration (BBA) in Finance and Economics from the Isenberg School of Management at UMass Amherst, attending from 1983 to 1987. His foundational education was completed at Duxbury High School.
Specializations and Expertise
Brian specializes in risk management, particularly in Directors and Officers (D&O) insurance. He has extensive experience in both buy-side and sell-side mergers and acquisitions, including acquisition financing and roll-ups. His skills also encompass structuring ESOP buyouts and facilitating liquidity events for shareholders.