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Artificial Intelligence • Fintech • Insurance • Professional Services
Own end-to-end M&A diligence for insurance agency acquisitions, validating financials, compliance, licensing, litigation, and operational assumptions. Present quantified findings and recommendations, work directly with sellers, exercise judgment on incomplete information, and help encode diligence processes into an AI-native platform. The role also supports revenue operations, deal evaluation, and post-close integration while partnering with product and engineering teams to scale the diligence system.
Artificial Intelligence • Fintech • Insurance • Professional Services
Own a core platform layer, partnering with engineering, operations, agencies, and finance to build data foundations, workflows, integrations, and automation. Drive acquisition integrations, data migrations, reporting standardization, and instrument processes for safe automation. Act as an early hire defining product function and shipping end-to-end solutions through discovery, launch, and iteration.
Artificial Intelligence • Fintech • Insurance • Professional Services
As an M&A Analyst, you will identify target agencies, develop relationships, conduct financial evaluations, and support the entire deal lifecycle.



