Senior Mergers and Acquisitions Analyst

King Risk Partners is a fast-growing insurance broker with locations across the east coast and has worked tirelessly to become a Top 100 ranked U.S. insurance broker.

We work as a team, which means we prize collegiality and collaboration. It also means that, most times, we’re able to provide our people with the freedom to address their personal lives, provided this allowance is treated with respect. We know that you have families and personal lives and things that come up during the workday that need to get done. Our work structure accommodates that and treats you as both an adult and a professional person with good judgement.

We are seeking a Senior Mergers and Acquisitions Analyst to join our team remotely.

• Demonstrate proactive initiative and drive to identify opportunities and drive impactful strategic initiatives.
• Work closely with senior leadership in evaluating transactions and in preparing communications.
• Conduct in-depth qualitative and quantitative analysis to drive critical strategic projects and initiatives, enabling informed decision making and immediate contributions to organization growth.
• Analyze potential acquisition targets, crafting robust business cases that serve as the cornerstone for strategic decisions.
• Support senior team in the development and negotiation of transaction documents.
• Oversee and support the due diligence process, including data management and review of legal documentation, to ensure accurate review of target assets.
• Manage internal systems for tracking opportunities and deliverables.
• Lead due diligence discussions with acquisition partners reviewing past performance and future assumptions.
• Facilitate seamless merger integration, planning, and execution including financial and operational revisions.
• Collaborate with senior management to evaluate potentials risks and benefits of M&A transactions.
• Provide expertise and support across various corporate transactions, adapting to dynamic business needs and challenges with proactive problem-solving.
• Utilize Excel to create complex and sophisticated deliverables.
• Organize daily follow-up communication tasks using CRM.
• Conduct research and analysis to screen and qualify potential M&A opportunities.
• Participate in continuous improvement related to business development processes.
• Build strong and trusted relationships with acquisition targets; ensure the agency’s unique value proposition is fully understood and appreciated.
• Conduct data analysis to support key initiatives based on the needs and strategic direction of the agency.
• Conduct industry research and market analysis to identify prospects for acquisition.
• Host conference calls and virtual meetings as needed.
• Maintain confidentiality & sensitivity with respect to all functions.
• Create documents related to mergers and acquisitions.
• Develops, maintains, and continuously improves tolls used in M&A matters.
• Research and resolve issues that arise throughout the mergers and acquisitions process.
• Create presentations, reports, and other deliverables.
• All other duties as assigned.

Knowledge, Skills and Abilities (KSA):

• In-depth knowledge of business strategies and forecasting.
• Proficient in understanding business financials (Profit and Loss statements)
• Thorough understanding of the Due Diligence process.
• Strong working knowledge of Mergers and Acquisitions.
• Strong project management skills, organizational skills, and the ability to thrive in a fast-paced work environment.
• Ability to organize, monitor, and track numerous deals and prospects.
• Strong interpersonal skills & oral communication skills with experience interacting with customers/ third parties.
• Team player with strong work ethic able to perform successfully in a fast-paced, high-pressure environment.
• Solid written and presentation preparation skills; proficiency in Word and Excel.
• Determined with exceptional attention to detail and persistent work ethic.
• Initiative-taking and results driven mindset.

Required:

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 5+years’ full-cycle mergers and acquisitions experience. 
• 5+years’ experience with Profit and Loss statements (P&L).
• 5+years experience with proformas’, letters of intent, due diligence, and closing schedules.
• Ability to think critically, strategically, and practically.
• Experience working independently and as part of large, cross-functional teams.
• Comfortable in a fast-paced, entrepreneurial environment and to complete assigned projects by prescribed deadlines.

What We Offer:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous PTO Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

Equal Opportunity Employer

King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences. 

Join us in making a difference in the insurance industry. Apply today and become a part of the King Risk Partners, LLC team!