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Corporate Mergers & Acquisitions Development Analyst

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General Description: The M&A Development Analyst is responsible for researching the broker 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:

    • Cold calling & Prospecting
    • Analysis
    • Research

Responsibilities:

  • Collect data on companies, firms, etc. and become an expert on the competitive landscape in their geographic area of responsibility, with a focus on agencies below $3,000,000 in annual revenue.
  • 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 industry and M&A acumen with limited ramp up time
  • 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
  • the Acquisition CRM, ensuring data is accurate and current
  • Travel as needed to other USI offices

Knowledge, Skills and Abilities:

·         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

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

·         4 year degree required


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Job ID:

17766

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