Mergers and Acquisitions Associate - DOXA

About Us:

DOXA Insurance Holdings, LLC is an established and fast-growing company that strategically acquires small to mid-sized insurance organizations nationwide. Founded nearly 10 years ago by seasoned insurance executives, DOXA offers a dynamic and evolving work environment that provides employees opportunity for development and visibility into many aspects of the business.

Benefits:

DOXA Insurance Holdings offers employees a dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry. Our compensation package includes vacation and sick compensation, health, telehealth, EAP, dental, vision, life, long-term and short-term disability insurance, Emergency Assistance + , and a matching 401(k) plan.

Working Location:

Remote, nationwide.  Up to 25% travel, may vary depending on remote location.  

Job Overview:

The Mergers & Acquisitions team is seeking a Senior Associate to act as a critical role in driving our strategic growth initiatives by evaluating, structuring, and executing acquisitions. This role involves supporting cross-functional deal teams, performing advanced financial analyses, presenting recommendations to senior leadership, and supports post-transaction integration to ensure value realization.

What You’ll Do:

· Deal Evaluation and Execution: Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Lead the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution. Develop deal memos and assist with investment committee review.

· 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. This includes preparation and development of quarterly Board presentations.

· 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.

· Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. 

· Experience:4–6 years of relevant experience in M&A, investment banking, corporate development, or private equity.

· Skills:

o Demonstrated expertise in financial modeling, valuation techniques, and due diligence.

o Advanced proficiency in Excel, PowerPoint, and financial modeling tools.

o Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.

o Exceptional communication and presentation skills, with the ability to influence and collaborate across all organizational levels.

o Proven ability to manage multiple projects in a dynamic, fast-paced environment.