Mergers and Acquisitions Analyst

Job ID
# of Openings
Mergers & Acquisitions
Office Location
1991 Crocker Rd
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



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.


Essential Duties and Responsibilities:

  • 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.


Education/Experience and Qualifications:

  • 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

Compensation and Benefits:

  • $55k+ base salary (depending on experience) plus bonus
  • AssuredPartners offers a competitive benefits package including health care, 401(k) with a company match, paid time off and holidays

To Apply:

  • Please upload your cover letter and resume with your application.
  • For any additional questions, please contact Jaron Crowe (
  • Start Date is two weeks after accepting the position.


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