Mergers and Acquisitions Analyst

Job Title: M&A Analyst – RWI Insurance Broker

Location: Dallas, TX

IDEX Consulting are representing a leading transactional risk insurance brokerage specializing in Representations & Warranties Insurance (RWI) and other M&A-related insurance solutions. The firm partners with top private equity firms, strategic buyers, and law firms to provide bespoke risk mitigation strategies for complex transactions.

Role Overview:

They are seeking a highly motivated and detail-oriented M&A Analyst to join their growing team in Dallas, TX. The Analyst will play a key role in supporting the placement of RWI policies, conducting deal analysis, and providing strategic insights to clients. This is an excellent opportunity for a professional with an M&A, finance, legal or insurance background to gain specialized expertise in transactional risk solutions.

Key Responsibilities:

• Conduct due diligence on M&A transactions and assess the suitability of RWI policies.
• Analyze deal structures, financial statements, and key contractual provisions to identify potential risks.
• Liaise with underwriters, legal counsel, and clients to facilitate policy placement and negotiations.
• Provide analytical support for pricing, policy terms, and coverage structures.
• Prepare presentations, reports, and market intelligence on transactional risk trends.
• Assist in managing client relationships and coordinating with internal teams to ensure seamless execution of insurance solutions.

Qualifications & Experience:

• 1–3 years of experience in M&A, investment banking, private equity, corporate law, or insurance advisory.
• Strong understanding of M&A transactions, financial due diligence, and contract analysis.
• Exposure to transactional risk insurance (RWI, tax liability, litigation insurance) is a plus.
• Exceptional analytical and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Proficiency in Microsoft Excel, PowerPoint, and financial modeling.

Why Join Us?

• Work on high-profile M&A transactions with top-tier clients.
• Gain specialized expertise in a growing sector of the insurance and M&A industry.
• Collaborative and entrepreneurial work environment.
• Competitive compensation and career growth opportunities.

If you are a dynamic professional looking to build a career at the intersection of M&A and insurance, we would love to hear from you!