Intern, Mergers and Acquisitions

Overview

This internship program provides hands-on experience in mergers and acquisitions (M&A) within an insurance and risk management organization. Participants support acquisition-related analysis, transaction processes, and cross-functional collaboration while developing analytical and business skills.

Internship duration: 2–3 months.

Responsibilities

Interns will support M&A team activities across several workstreams, including:

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 associated with 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 the 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.

Evaluation

• Receive ongoing coaching and feedback from people leaders and mentors.
• 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 other duties as assigned in support of the M&A team and broader organizational objectives.

Note: This posting is not all encompassing of the full position description.

Qualifications

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

Preferred Qualifications

No additional preferred qualifications were provided.

Compensation & Benefits

• Wage range: $0.00 - $0.00
• A discretionary annual incentive program may be available, subject to the program’s rules; any award (if any) depends on factors including individual and organizational performance.
• Compensation decisions consider a range of factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The posting includes a range estimate and may not be adjusted for applicable geographic differential.

Location

Location information was not provided.