Equal Parts is building the fastest tech-enabled insurance brokerage in the country. We acquire and integrate independent agencies, modernize them with shared services and technology, and help agency owners unlock a better path forward.
About the role
As an M&A Analyst focused on deal origination, you will play a foundational role in scaling our national acquisition engine. This is a highly strategic position that combines market intelligence, relationship-driven sourcing, financial analysis, and end-to-end deal support.
Your mandate: identify exceptional agencies, cultivate owner relationships, and advance high-quality opportunities through the deal lifecycle.
What You’ll Do
Strategic Market & Deal Origination
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Develop a sophisticated understanding of the independent insurance agency market, including segment trends, competitive dynamics, valuation drivers, and regional nuances.
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Identify target profiles and priority markets aligned with Equal Parts’ acquisition thesis.
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Build and manage a repeatable origination strategy that surfaces meaningful, off-market & brokered opportunities.
Relationship Development & Deal Engagement
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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.
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Conduct structured discovery conversations to assess operational maturity, book composition, margin profiles, carrier relationships, and cultural fit.
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Represent Equal Parts with credibility and maturity in owner conversations, advisor interactions, and industry touchpoints.
Financial & Operational Evaluation
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Review and interpret financial statements, normalize EBITDA, and identify revenue-quality factors and operating risks.
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Develop opportunity summaries, valuation frameworks, and preliminary business cases for leadership and investment review.
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Support scenario modeling and the analytical underpinnings of deal structure and terms.
End-to-End Deal Lifecycle Contribution
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Advance opportunities from initial outreach through LOI, and provide continued support as needed through confirmatory diligence and closing.
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Partner with leadership during negotiation discussions, providing data-driven perspectives and strategic insights.
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Collaborate with Integration, Finance, and Product to ensure well-rounded evaluation of operational, cultural, and technical considerations.
Requirements
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2+ years of experience in M&A, private equity, investment banking, corporate development, or strategic business development; insurance sector experience preferred but not required.
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Demonstrated success in origination, sourcing, or relationship-driven dealmaking.
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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.
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Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.
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Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.