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Corp M & A Develop Analyst

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General Description: The M&A Prospect Development is responsible for researching the broker/dealer market in specific regions across the US. The analyst will be part of the national acquisition team and will need to represent findings, and present suggestions for future acquisitions with regional management. This position will focus on:




Managing Data



  • Collect data on companies, firms, etc and become an expert on the competitive landscape in their geographic area of responsibility
  • Cold call prospective acquisitions and make appointments for them to meet with Corporate and Regional Leadership
  • Cold call prospective acquisitions and make appointments for them to meet with senior management, or with Team Lead in person
  • Research potential firms and prepare customized presentations for Corporate/Regional executive team to use in meetings
  • Directly research and approach acquisition targets through multiple channels including insurance industry publications, internet prospecting, networking, employee referrals, Hoover's (and like) research, internet ads, database searches, etc.
  • Collaborate closely with leadership on prospects
  • Collaborate closely with the regional producer recruiter on competitive intel, landscape, producer resources, etc.
  • Demonstrate strong industry and M&A acumen with limited ramp up time
  • Influence, guide and communicate with regional practice leaders and managers both remote and in person to identify acquisitions in USI's target markets
  • Formulate financial reports based on public and shared private information include assessments on company revenues and staff resources and general due diligence
  • Communicate openly with sales force, and producer recruiter regarding market trends, intel, landscape, producer names, and pending and competitive acquisitions
  • Come up to speed quickly, and aid in translating potential target acquisitions into current prospects using USI language and methodologies to begin the process of socializing the potential target
  • Utilize the Acquisition CRM, ensuring data is accurate and current, and run reports t
  • Enhance marketing materials, and USI acquisition story, for positioning USI with potential targets
  • Travel as needed to other USI offices
  • Initiate tracking of key metrics

Knowledge, Skills and Abilities:

* 3+ years of M&A, Insurance sales, or financial services with insurance clients experience required -- agency & corporate/business preferred

* Superior research skills and a willingness/enthusiasm for cold calling is essential

* Self-starter with a superior work ethic, attention to detail and a defined sense of urgency is a must

* Excellent CRM and Microsoft Office Suite skills with advanced MS Excel capabilities and Internet and social media researching skills

* An understanding of broker culture and practices and prior success influencing senior management in a highly matrixed organization is necessary

* Broad-based insurance or financial services M&A experience is preferred

* 4 year degree required

Job ID:


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