William Nay

Examiner
DISC Type : cs

Chief Acquisition Officer at Galway Holdings

Atlanta, Georgia, United States

Overview

William is a seasoned M&A executive with a 20-year background spanning insurance distribution, wealth management, and financial technology. As Chief Acquisition Officer at Galway Holdings, he leads M&A activity across the firms ecosystem. He holds a B. A. from the University of Georgias Terry College of Business.

During his prior investment banking career, he successfully led over 75 merger and acquisition and capital market deals.

Personality Overview

Status Quo Seeker

Late Adopter

Unexpressive

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Mergers & Acquisitions
He leads M&A activity for the Galway ecosystem, with a focus on insurance, wholesale, and wealth management, and has over two decades of deal-making experience.
Insurance Distribution
A core focus of his career and current acquisition strategy involves retail P&C, benefits, wholesale, and MGA/MGU businesses through Galway's specialized brands.
Wealth Management
He actively seeks RIA acquisition opportunities for Galway's wealth management brand, MAI, and recently emphasized a successful deal that expanded this division.

Media Appearances

William has no verified media appearances

Work History

12-2020
Chief Acquisition Officer at Galway Holdings
9-2019
Chief Acquisition Officer at EPIC Insurance Brokers & Consultants
4-2017 - 6-2019
Managing Director at SunTrust Robinson Humphrey
8-2003 - 2-2017
Director, Vice President, Associate, Analyst at SunTrust Robinson Humphrey

Education

1998 - 2002
B.A. from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Chief Acquisition Officer at Galway Holdings
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from William

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will William move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can William take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And William

Personality Compatibility


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