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 Relation's 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.
WHY CHOOSE RELATION?
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities
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Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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What We Do
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
