Mergers & Acquisitions / Corporate Development Associate at Keystone Agency Partners LLC

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.

Mergers & Acquisitions / Corporate Development Associate

Position Overview:

The Mergers & Acquisitions / Corporate Development Associate 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 Mergers & Acquisitions Team.

Responsibilities:

• Conduct detailed financial modeling, including valuation analyses, sensitivity analyses, and pro forma projections
• Coordinate due diligence efforts, coordinating with internal teams, external advisors, and the target company
• Direct engagement with sellers and their advisors to support due diligence, ensure strategic alignment, and deal efficiency
• Review, organize and develop workbooks with incoming acquisition information
• Assist in the preparation of term sheets and cover letters
• 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; scanning, data entry, scheduling of conference calls, coordination of travel / 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)

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.