Merger and Acquisition Specialist

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm are assisting a national insurance retail agency in identifying a Mergers and Acquisitions Specialist. This role would work with the SVP of M&A to perform financial analysis and maintain dialogue with prospective agency partners to ensure a successful evaluation. Additional duties will be to identify and develop possible retail agency merger opportunitiesThis role is a home-based opportunity and should be located in the EST or CST Zones.  

Client Profile:

  • Founded in 2019
  • High growth firm
  • 35+ Agency partners and over 800 associates
  • Partner agencies are both commercial, EB, and full services 
  • Offices in 32 states 

Position Outline: 

  • Perform financial analysis and maintain dialogue with prospective agency partners to ensure a successful evaluation.
  • Develop investment deliverables to be presented to the Company’s executive team
  • Maintain relationships with the existing network of potential partners through frequent telephone calls and e-mails.
  • Assist in the due diligence process including coordination and communication across various Company functional workstreams, identifying and deciphering information and insights to senior management.
  • Assess the sustainability and quality of earnings and achievability of the future earnings of prospective partners.
  • Assist in the identification and/or development of efficiencies across our platform in evaluating prospective partners
  • Continuous improvement and development of various approaches and tools utilized in the M&A process.


  • Bachelor’s degree in accounting and/or finance.
  • 3-5+ years of experience in transaction advisory, financial due diligence or audit (insurance or financial services sector preferred).
  • Insurance industry experience is a plus but not required.
  • Self-motivated and has a strong professional presence.
  • Organized with strong attention to detail while being able to manage multiple engagements at the same time
  • High proficiency with technology; Microsoft Excel, PowerPoint and Word
  • Strong written communication skills
  • Comfort working in a remote setting


Target – $90-115k + bonus DOE

To discuss this position further, please contact Dan Rogan, President, The Rogan Group, Inc. 800-440-0082 or   The Rogan Group, Inc. – Risk & Insurance Management Recruiting.   

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis.  This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at

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