About Us:

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA’s rapid growth is reaching new heights.

Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space.

If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?

Job Overview:

The Mergers & Acquisitions team is seeking an Analyst 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.

Key Responsibilities

• Deal Evaluation and Execution: Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Assist in the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution.
• 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.
• 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: 1–3 years of relevant experience in M&A, investment banking, corporate development, or private equity.

Skills:

• Demonstrated experience in financial modeling, valuation techniques, and due diligence.
• Advanced proficiency in Excel and PowerPoint.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.
• Exceptional communication and presentation skills, with the ability to influence and collaborate across all organizational levels.
• Proven ability to manage multiple projects in a dynamic, fast-paced environment.

Working Location:

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

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, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.