Merger & Acquisition Analyst

Job ID
# of Openings


Job Title: Mergers and Acquisitions Analyst

Department: Accounting

Reports To: Director of Mergers & Acquisitions

FLSA Status: Exempt

Job Code: Accounting & Finance



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.

The M&A Analyst will be an integral part of the deal team and will support all parts of the transaction evaluation process, including due diligence, valuation and internal transaction approval. This position provides significant exposure to senior management and executives.


  • Due diligence – Assist in the financial due diligence process including coordination with Company corporate departments, and communicating information and insights to senior and executive management.
  • Development of pro forma models - Create pro forma financial models and populate investment and acquisition deliverables to be presented to the credit markets, outside auditors and the Company’s sponsor.
  • Support contract negotiations and closings by assisting in the preparation of documents related to proposed transactions including due diligence findings, results and summaries.
  • Overseeing data rooms and managing the distribution of information to all relevant transaction participants.
  • Develops, maintains and continuously improves tools used in the M&A process.


  • 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
  • Please include a cover letter when applying.

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

To Apply

  • Please attach a Resume with submission (Cover Letter optional)
  • For any additional questions, please contact Patrick Stump (


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