M&A Deal Hunter

About the role

This is a highly strategic position that combines market intelligence, relationship-driven sourcing, financial analysis, and end-to-end deal support.

Responsibilities

• Develop a sophisticated understanding of the independent insurance agency market, including segment trends, competitive dynamics, valuation drivers, and regional nuances.
• Identify target profiles and priority markets aligned with Equal Parts' acquisition thesis.
• Build and manage a repeatable origination strategy that surfaces meaningful, off-market & brokered opportunities.
• Serve as one of the first and most consistent points of contact for agency owners; build rapport that enables transparent business discussions and long-term deal momentum.
• Conduct structured discovery conversations to assess operational maturity, book composition, margin profiles, carrier relationships, and cultural fit.
• Represent Equal Parts with credibility and maturity in owner conversations, advisor interactions, and industry touchpoints.
• Review and interpret financial statements, normalize EBITDA, and identify revenue-quality factors and operating risks.
• Develop opportunity summaries, valuation frameworks, and preliminary business cases for leadership and investment review.
• Support scenario modeling and the analytical underpinnings of deal structure and terms.
• Advance opportunities from initial outreach through LOI, and provide continued support as needed through confirmatory diligence and closing.
• Partner with leadership during negotiation discussions, providing data-driven perspectives and strategic insights.
• Collaborate with Integration, Finance, and Product to ensure well-rounded evaluation of operational, cultural, and technical considerations.

Requirements

• 2+ years of experience in M&A, private equity, investment banking, corporate development, or strategic business development; insurance sector experience preferred but not required.
• Demonstrated success in origination, sourcing, or relationship-driven dealmaking.
• Strong financial acumen with the ability to interpret, normalize financials and communicate with owner-led businesses.

Benefits

For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability. Major Medical Health Insurance - Robust medical coverage with employer contributions toward premiumsVoluntary Benefits - Access to dental, vision, supplemental life, disability, accident, and other optional coverages.