Note: The job is a remote job and is open to candidates in USA. DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance businesses and distribution partners. The Mergers & Acquisitions Analyst will evaluate, structure, and execute acquisitions through financial modeling, valuation, due diligence, market analysis, and transaction support. The role also supports cross-functional deal teams, executive presentations, and post-transaction integration.
Responsibilities
- Deal Evaluation and Execution: Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Assist in the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution
- Market Analysis, Target Identification, and CRM Management: Analyze industry trends and competitive landscapes to identify strategic acquisition targets that align with corporate objectives. Maintain and manage the M&A CRM system to track potential targets, deal pipeline progress, and engagement history. Present detailed findings and recommendations to leadership to support strategic decision-making
- Transaction Structuring and Negotiation: Assist in structuring deal terms and negotiating agreements with target companies and advisors to maximize value and minimize risk. Partner with legal and finance teams to ensure compliance and optimal transaction outcomes
- Cross-Functional Collaboration: Collaborate with internal teams (e.g., finance, legal, operations) and external consultants to facilitate seamless deal processes. Prepare and deliver presentations to executive leadership, ensuring clarity of recommendations and alignment with strategic goals
- Post-Transaction Integration: Support integration efforts by working closely with operational and functional teams to ensure smooth transitions and realization of deal value. Track progress against key performance indicators and report outcomes to stakeholders
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required
- 1–3 years of relevant experience in M&A, investment banking, corporate development, or private equity
- Demonstrated experience in financial modeling, valuation techniques, and due diligence
- Advanced proficiency in Excel and PowerPoint
- Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
- Exceptional communication and presentation skills, with the ability to influence and collaborate across all organizational levels
- Proven ability to manage multiple projects in a dynamic, fast-paced environment
- Remote, nationwide. Up to 25% travel, may vary depending on remote location
Benefits
- A dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry.
- Vacation and sick compensation
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long-term disability insurance
- Short-term disability insurance
- A matching 401(k) plan
- Discretionary bonus
Company Overview