M&A Analyst – Due Diligence

The Rogan Group

Risk & Insurance Management Recruiting

Our client, a Large National Insurance Broker is seeking an M&A Analyst to join their M&A team. Ideal candidate will support all phases of the evaluation process of prospective partners with a focus on financial due diligence.

Company Outline:

  • Top 60 National Insurance Broker
  • 100+ offices in 20 states and 1,400 employees

Position Overview:

  • Sourcing potential partners
  • Developing pro forma financial models
  • Performing valuation analysis
  • Managing due diligence
  • Work directly with senior leadership across all functional areas and will benefit from substantial headroom for personal growth
  • Competitive Salary + Comprehensive Benefit Plan


  • Bachelor’s in Accounting or Finance, CPA a plus, but not required
  • Minimum of 2+ years of audit, internal audit, advisory, corporate finance, investment banking, or similar experience.
  • Preferred experiences include relevant transaction experience, Big 4, professional services, or advisory firm.
  • Insurance brokerage industry experience is a plus, but not required.
  • Understanding of fundamental accounting concepts and application of those concepts in the financial due diligence work.

For additional information contact Ryan Rogan, rrogan@rogangroup.com or call (443) 913-6397.

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