Intern, Mergers and Acquisitions

Overview

This internship provides hands-on experience supporting Mergers and Acquisitions (M&A) activities, including acquisition-related analysis, transaction processes, and cross-functional collaboration. Interns contribute to real business priorities while building analytical and professional skills.

Responsibilities

Financial Analysis, Modeling, and Valuation Support

• Assist with data input, organization, and quality review for financial models and transaction analyses.
• Support preparation and maintenance of financial models used to evaluate prospective acquisition opportunities.
• Assist with valuation analyses by gathering and organizing relevant financial, operational, and market data.
• Help prepare supporting analyses, schedules, and summaries for internal review and decision-making.
• Conduct research on prospective targets, markets, competitors, and relevant industry trends, as assigned.

Due Diligence and Data Room Management

• Assist with organizing, indexing, and maintaining virtual data rooms for active acquisition opportunities.
• Support collection, tracking, and validation of information and documents received from prospective partners, advisors, and internal stakeholders.
• Review submitted information for completeness, consistency, and alignment with requested diligence materials; escalate gaps or discrepancies to the appropriate team member.
• Maintain diligence trackers, document request lists, and status reports to support efficient transaction coordination.
• Help prepare organized summaries of diligence findings, outstanding requests, and key follow-up items.

Transaction Process Support

• Support the M&A team with day-to-day administrative and analytical tasks tied to active transaction processes.
• Assist with preparing transaction materials, including presentations, meeting agendas, summaries, and internal communications.
• Coordinate meetings, calendars, materials, and follow-up items for internal project teams and external stakeholders, as appropriate.
• Help maintain accurate records of acquisition opportunities, deal-stage activity, and key transaction milestones.
• Provide general project coordination support across multiple workstreams while maintaining confidentiality and attention to detail.

Reporting and Process Improvement

• Assist with compiling reports, trackers, and dashboards related to acquisition activity, pipeline status, diligence progress, and other M&A metrics.
• Help identify data inconsistencies, process gaps, and opportunities to improve organization, reporting, and workflow efficiency.
• Support development and maintenance of templates, reference materials, and process documentation for the M&A team.

Mentorship and Networking

• Work with one or more mentors who provide guidance, feedback, and exposure to the M&A profession throughout the internship.
• Build professional relationships with leaders and colleagues across the organization while learning about the insurance brokerage industry, corporate development, and related career paths.

Performance Evaluation

• Receive ongoing coaching and feedback from people leaders and mentors to support professional growth.
• Participate in a comprehensive end-of-internship evaluation assessing performance, accomplishments, and recommendations for future career development.

Additional Opportunities

• Participate in internal and external meetings to gain exposure to financial analysis, corporate development, transaction processes, relationship management, and industry best practices.
• Complete special projects and perform other duties as assigned in support of the M&A team and broader organizational objectives.

Program Duration

• 2–3 months

Qualifications

• Enrolled in an accredited college or university
• Pursuing a degree in Business Administration or related field
• Minimum GPA of 3.0

Compensation & Benefits

• Wage range: $0.00 - $0.00
• You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program; any award (if any) depends on various factors, including individual and organizational performance.

Location

Not specified in the provided job description.

Equal Employment Opportunity

This organization provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.