Merger & Acquisition Analyst

Job ID
# of Openings


AssuredPartners Inc. is a portfolio company of New York-based private equity firm Apax Partners. AssuredPartners acquires and invests in insurance brokerage businesses (property and casualty, employee benefits, surety and MGA/wholesalers) across the United States and in London. Since its founding in March of 2011, AssuredPartners has grown to approximately $900 million in annualized revenue and is one of the fastest growing insurance brokerage firms in the United States with over 200 offices in 3 states, Canada and London. Since 2011, AssuredPartners has acquired more than 190 insurance agencies.


  • Due diligence – Assist in the financial due diligence process and assist in coordinating with the operational review team and the legal department through the due diligence process from acceptance of term sheet to closing.
  • Development of pro forma models - Create pro forma financial models and work with the Company’s CFO and Controller in generating financial information to be presented to the credit markets, outside auditors and the Company’s sponsor.
  • Assist the Manager – Mergers & Acquisitions in monitoring the earn-out payments and manage deadlines in purchase agreements for such items as working capital calculations, etc.
  • Assist the corporate accounting function in providing information required to record accounting purchase entries.
  • Assist the Company’s CFO as requested with the purchase price allocation work with third-party valuation firms.
  • Assist, as needed, in the creation of Company's Internal Audit Department


  • Bachelor’s degree in Accounting or Finance
  • Strong analytical and problem solving skills
  • Ability to handle multiple projects with changing priorities
  • Must be able to work independently
  • Strong communication skills, both written and oral
  • Advanced Excel skills
  • 30 to 40% travel required

Preferred Skills and Expertise:

  • Strong GL background
  • Experience with automated accounting systems
  • Knowledge of general accounting duties including exposure to Accounts Payable, Accounts Receivable, and Payroll
  • Experience in GAAP reporting, accruals, monthly financial statements, and budgets
  • Insurance industry experience is a plus


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