Sr. Associate, Private Equity and M&A Advisory

About Us

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

About The Position

HUB International’s vision is to be everywhere risk exists – today and tomorrow.  Helping protect what matters most.

HUB continues to grow our Private Equity and M&A Advisory Practice and is looking for a Sr. Associate, Private Equity and M&A Advisory to provide project management and due diligence support on proposed HUB client acquisitions. This is an ideal role for a well-organized, detail oriented, resourceful professional with broad Property & Casualty (P&C) insurance experience. This is a great opportunity for exposure to a wide range of businesses throughout North America while working in a fast-paced environment with a brokerage who quickly becoming the top M&A brokerage in the United States and Canada. 

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

Primary Responsibilities

• Manages the Commercial Insurance due diligence process from start to finish, including the communication with internal subject matter experts, clients (private equity deal team), target company c-suite executives, and other third-party deal advisors.

• Prepares and presents reports on the Commercial Insurance and risk management programs of the proposed acquisition

• Assembles relevant diligence information and analyze the quality of the insurance program commenting on coverage adequacy, uncovered risks, pricing as well as providing risk management recommendations.

• Collects and compiles ongoing data uploads.

• Works on multiple projects simultaneously

• Works with specialized coverage and industry experts within HUB across North America to provide a written evaluation and recommendations to the potential buyer of the Target Company.

• Reviews and analyzes financial statements of companies targeted for acquisition.

• Provides assistance in the ongoing relationship management of our private equity clients

Qualifications and Experience

• Bachelor’s Degree

• 5 - 10 years of Commercial Insurance due diligence insurance experience.

• Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

• Working knowledge of private equity and M&A market trends

• Ability to think critically, commercially, strategically and practically

• Experience working independently and as part of large, cross-functional teams

• Comfortable in a fast-paced, entrepreneurial environment and to complete assigned projects by prescribed deadlines

• Ability to work on multiple projects at the same time

• Strong organizational, time and client management skills

• Resourceful self-starter who can work independently   

• Strong attention to detail and analytical skills

• Excellent interpersonal, written, and oral communication skills are also required

• Willingness to adopt a flexible time schedule and work style to meet the needs of a highly acquisitive organization

• Availability to travel periodically as needed

Join Our Team

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of