About BroadStreet Partners
BroadStreet Partners is one of the largest independent insurance brokerage firms in the United States, ranking among the top 15 brokerages nationally with over $2 billion in revenue. Headquartered in Columbus, Ohio, we operate through a unique co-ownership model with more than 30 Core Agency Partners across 200+ offices, employing over 9,200 professionals dedicated to delivering exceptional service to our clients.
Our growth strategy centers on strategic acquisitions that strengthen our capabilities and expand our geographic reach. As we prepare for our next chapter of growth, we are building a best-in-class M&A function to support our ambitious expansion goals.
About the Role
The M&A Analyst plays a critical role in BroadStreet's growth strategy, supporting the evaluation, execution, and integration of acquisition opportunities. This position offers direct exposure to the full deal lifecycle, from initial target identification through post-close integration, working closely with senior leadership, Core Agency Partners, and external advisors.
This is an exceptional opportunity for an early-career finance professional to join a high-performing team at a pivotal moment in the company's trajectory. You will develop expertise in insurance brokerage M&A while contributing meaningfully to transactions that shape BroadStreet's future.
How You’ll Add Value
Financial Analysis & Modeling
- Develop pro forma income statements using historical financial data from acquisition targets
- Build and maintain financial models to determine valuations and assess returns on potential acquisitions, investments, and partnerships
- Apply valuation methodologies including DCF, comparable company analysis, and precedent transactions
Deal Execution & Due Diligence
- Support comprehensive financial, operational, and commercial due diligence for potential acquisitions
- Coordinate data requests, track diligence materials, and monitor project timelines
- Partner with internal teams (legal, accounting, operations) and external advisors to identify risks and opportunities
- Facilitate cross-functional coordination through diligence and post-close integration activities
Research & Strategy
- Conduct market research on industry trends, competitive dynamics, and potential acquisition targets
- Monitor transaction announcements and industry developments to inform M&A strategy
- Identify opportunities for process improvements and support implementation efforts
Communication & Reporting
- Prepare reports, presentations, and materials for senior leadership, executive teams, and board meetings
- Track performance of existing acquisitions, investments, and partnerships
- Manage the M&A pipeline and deliver regular updates to internal stakeholders
What You'll Bring
Required Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- 1-3 years of experience in investment banking, private equity, corporate finance, transaction services, or strategic finance
- Strong proficiency in financial modeling, valuation techniques, and accounting principles
- Advanced Excel skills and experience building presentation materials in PowerPoint
- Familiarity with the M&A deal process from sourcing through closing
Skills & Attributes
- Analytical mindset with the ability to synthesize large datasets and identify key trends, KPIs, and potential risks
- Excellent written and verbal communication skills, with comfort presenting to senior executives
- Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment
- Collaborative approach with strong interpersonal skills and a team-oriented mindset
- Intellectual curiosity and commitment to continuous learning
Why BroadStreet
- Growth trajectory: Join a top-15 brokerage with an active acquisition strategy and significant runway ahead
- Meaningful impact: Contribute directly to deals that shape the company's future
- Executive exposure: Work closely with senior leadership, Core Agency Partners, and board members
- Career development: Build deep expertise in insurance brokerage M&A with clear paths for advancement
- Unique culture: Experience our co-ownership model that empowers agency partners while providing enterprise-level resources
2-5 years96
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Job Description
Download ResumeAbout BroadStreet Partners
BroadStreet Partners is one of the largest independent insurance brokerage firms in the United States, ranking among the top 15 brokerages nationally with over $2 billion in revenue. Headquartered in Columbus, Ohio, we operate through a unique co-ownership model with more than 30 Core Agency Partners across 200+ offices, employing over 9,200 professionals dedicated to delivering exceptional service to our clients.
Our growth strategy centers on strategic acquisitions that strengthen our capabilities and expand our geographic reach. As we prepare for our next chapter of growth, we are building a best-in-class M&A function to support our ambitious expansion goals.
About the Role
The M&A Analyst plays a critical role in BroadStreet's growth strategy, supporting the evaluation, execution, and integration of acquisition opportunities. This position offers direct exposure to the full deal lifecycle, from initial target identification through post-close integration, working closely with senior leadership, Core Agency Partners, and external advisors.
This is an exceptional opportunity for an early-career finance professional to join a high-performing team at a pivotal moment in the company's trajectory. You will develop expertise in insurance brokerage M&A while contributing meaningfully to transactions that shape BroadStreet's future.
How You’ll Add Value
Financial Analysis & Modeling
- Develop pro forma income statements using historical financial data from acquisition targets
- Build and maintain financial models to determine valuations and assess returns on potential acquisitions, investments, and partnerships
- Apply valuation methodologies including DCF, comparable company analysis, and precedent transactions
Deal Execution & Due Diligence
- Support comprehensive financial, operational, and commercial due diligence for potential acquisitions
- Coordinate data requests, track diligence materials, and monitor project timelines
- Partner with internal teams (legal, accounting, operations) and external advisors to identify risks and opportunities
- Facilitate cross-functional coordination through diligence and post-close integration activities
Research & Strategy
- Conduct market research on industry trends, competitive dynamics, and potential acquisition targets
- Monitor transaction announcements and industry developments to inform M&A strategy
- Identify opportunities for process improvements and support implementation efforts
Communication & Reporting
- Prepare reports, presentations, and materials for senior leadership, executive teams, and board meetings
- Track performance of existing acquisitions, investments, and partnerships
- Manage the M&A pipeline and deliver regular updates to internal stakeholders
What You'll Bring
Required Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- 1-3 years of experience in investment banking, private equity, corporate finance, transaction services, or strategic finance
- Strong proficiency in financial modeling, valuation techniques, and accounting principles
- Advanced Excel skills and experience building presentation materials in PowerPoint
- Familiarity with the M&A deal process from sourcing through closing
Skills & Attributes
- Analytical mindset with the ability to synthesize large datasets and identify key trends, KPIs, and potential risks
- Excellent written and verbal communication skills, with comfort presenting to senior executives
- Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment
- Collaborative approach with strong interpersonal skills and a team-oriented mindset
- Intellectual curiosity and commitment to continuous learning
Why BroadStreet
- Growth trajectory: Join a top-15 brokerage with an active acquisition strategy and significant runway ahead
- Meaningful impact: Contribute directly to deals that shape the company's future
- Executive exposure: Work closely with senior leadership, Core Agency Partners, and board members
- Career development: Build deep expertise in insurance brokerage M&A with clear paths for advancement
- Unique culture: Experience our co-ownership model that empowers agency partners while providing enterprise-level resources