Senior Mergers & Acquisitions Analyst - Keystone Agency Partners : Job Details

About Keystone Agency Partners

Keystone Agency Partners (KAP) is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. Our growth strategy relies on disciplined M&A execution of 30 – 40 deals and seamless integration while enabling our platform agencies to maintain their entrepreneurial drive. KAP provides best-in-class services and capital investment that unlocks potential and delivers outsized, profitable growth within its platform agencies.

Keystone Agency Partners was founded in 2020 and has grown to a top 30 insurance broker. For more information please visit: www.keystoneagencypartners.com

Senior Mergers & Acquisitions Analyst

Position Overview:

The Senior Mergers & Acquisitions (M&A) Analyst will be responsible for various functions related to the acquisition process including task management, analysis of financial statements and related financial data, and support of other members of the M&A Team.

Responsibilities:

• Review, organize and develop workbooks with incoming acquisition information.
• Conduct detailed financial modeling, including valuation analyses, sensitivity analyses, and pro forma projections.
• Assist in the preparation of term sheets and cover letters.
• Coordinate due diligence efforts, coordinating with internal teams, external advisors, and the target company.
• Prepare investment memos, presentations, and materials for executive leadership and stakeholders.
• Develop analyses, projections, reports, and presentations.
• Provide supporting data for and present working capital computation.
• Assist with tasks as required including scanning, data entry, scheduling of conference calls, coordination of travel and meetings, etc.
• Support post-merger integration efforts, ensuring realization of synergies and operational alignment.
• Develop, maintain, and continuously improve tools used in the M&A process.
• Collaborate with the business development team to track, maintain, and forecast the M&A pipeline.

Qualifications:

• Bachelor's Degree in Finance, Accounting, Business Administration, or related field required
• 3+ years of investment banking, public accounting, or related experience required
• Financial Services or Insurance industry experience preferred
• Professional certifications such as CFA, CPA, or similar credentials preferred
• Proficient in Windows-based office technologies (Word, Excel, PowerPoint) with advanced Excel skills
• Effective communication skills for accurate and concise oral and written presentations to the M&A Team, Sellers and their Accounting and Legal Advisors
• Experience managing due diligence processes and working with cross-functional teams
• Proven ability to manage multiple projects simultaneously in a fast-paced environment with competing priorities
• Strong analytical and problem-solving skills, with attention to detail
• Ability to travel up to 10%

Office Location: 425 Literary Road, Cleveland, OH 44113 (Hybrid Work Options Available)

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.