M&A Analyst role at insurance brokerage
I am trying to get some more understanding of what this role is prior to my interview. What is an M&A analyst at an insurance brokerage - group that is acquiring agencies. I am curious what sort of exit ops exist for a role like this or is there a type of M&A work this is considered which is limited. Below is the job description
The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports. A GLIMPSE INTO THE DAY * Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions. * Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities. * Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration. * Assist in the management of pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal. * Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities * Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing. * Fosters a success-oriented, accountable environment within the company. * Represents the company to clients and business partners. * Special projects and other duties as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm. * BA/BS in Finance, Accounting, Business or Economics. * Experience in the insurance / insurance distribution industry highly preferred. * Ability to travel up to 20% of the time. * Enthusiastic, self-motivated, self-starter and maintains a positive attitude. * Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously. * Advanced financial analysis and modeling skills. * Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu. * Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications. * Demonstrated experience in team leadership and the ability to successfully accomplish company goals. * Ability to establish and maintain productive relationships internally and externally. * Aptitude in sound decision-making and problem-solving in pressure situations. * Willingness to adhere to all principles of confidentiality.
Look out, RELATION INSURANCE INC. in Chicago, you’re about to interview a guy who don’t know what da hell is going on
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