What are the responsibilities and job description for the Senior Mergers & Acquisitions Analyst position at Keystone Agency Partners?
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.
