M&A Analyst

2 weeks ago


Cincinnati, Ohio, United States ExecuSource Full time

Position Title: M&A Analyst

Location: Remote

Compensation: 2-4 years of experience: $80k-$85k | 5-7 years of experience: $100k-$120k

ExecuSource is looking for a motivated M&A Analyst to enhance our Mergers & Acquisitions division. This position is essential for steering due diligence initiatives, overseeing data management, and collaborating with various stakeholders to ensure effective M&A transactions.

Key Responsibilities:

  • Oversee due diligence initiatives, focusing primarily on add-on acquisitions.
  • Manage data repositories and gather essential information for client reports and exposure documentation.
  • Engage with brokers, client service teams, M&A colleagues, private equity firms, target organizations, and insurers.
  • Evaluate data and collaborate with service teams on add-on due diligence to secure additional premiums and prepare for closing.
  • Market and facilitate smaller platform M&A projects.
  • Draft due diligence reports, primarily for add-on acquisitions.
  • Communicate diligence outcomes and post-transaction insurance strategies with private equity clients and, occasionally, target organizations.
  • Implement strategies by sourcing necessary information, finalizing quotes, and securing business objectives when required.
  • Coordinate transitions and introductions to service teams.
  • Assist in the preparation of proposals and stewardship reviews as needed.
  • Some travel may be necessary.
  • Mentor and develop junior team members.

Qualifications:

  • 3 to 5 years of relevant experience.
  • Bachelor's Degree.
  • Ability to manage multiple projects concurrently.
  • Understanding of corporate insurance.
  • Project management skills to facilitate activities and information flow.
  • Detail-oriented with a comprehensive perspective.
  • Excellent verbal and written communication abilities.
  • Capacity to perform under pressure and tight deadlines.
  • Ability to cultivate relationships and build trust both internally and externally.
  • Basic knowledge of financial statements.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Property & Casualty license or willingness to obtain.

Benefits:

  • Comprehensive health insurance including medical, prescription drug, dental, and vision plans.
  • 401(k) plan with company matching.
  • Paid holidays and vacation time.
  • Additional benefits available.

We look forward to reviewing your application.



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