ABOUT KEYSTONE AGENCY PARTNERS

Keystone Agency Partners (KAP) is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. Our growth strategy relies on disciplined M&A execution of 30 – 40 deals and seamless integration while enabling our platform agencies to maintain their entrepreneurial drive. KAP provides best-in-class services and capital investment that unlocks potential and delivers outsized, profitable growth within its platform agencies. To support the efficient scalability of our growing M&A team, we are seeking a Senior M&A Coordinator looking to join a high-energy, fast-paced organization.
Keystone Agency Partners was founded in 2020 and has grown to a top 30 insurance broker. For more information please visit: www.keystoneagencypartners.com.

POSITION OVERVIEW:

The Senior Mergers & Acquisitions (M&A) Coordinator will be responsible for implementing, standardizing, and optimizing the processes and procedures that enable high-volume M&A execution. This role ensures consistency, efficiency, and scalability by leading deal execution, managing cross-functional teams, and serving as the operational backbone of the M&A function. This position reports directly to the SVP – Head of M&A, works closely with all members of the M&A team, and functional diligence leads (Finance, Legal, HR, IT, Operations).

QUALIFICATIONS:

• Bachelor’s degree in Business, Operations, or a related field
• 5+ years of experience in project management with exposure to M&A activities
• Strong understanding of operational workflows and business integration insurance agency/broker space
• Prior experience leading M&A due diligence and integration efforts is a plus
• Project Management Professional (PMP) certification strongly preferred
• Proficiency in Project Management software and tools (e.g., Monday, Salesforce, ShareFile, Datasite, Excel trackers, etc.)
• Proficiency in Windows-based office technologies (Word, Excel, PowerPoint)
• Strong communication, professional empathy, and interpersonal skills, with the ability to effectively collaborate with cross-functional teams, executive leaders, and communicate complex concepts to diverse audiences
• Exceptional problem-solving skills and the ability to make informed decisions under pressure
• Strong organizational skills with a high attention to detail
• Ability to manage multiple priorities in a fast-paced work environment
• Willingness to be flexible with schedule and ability to travel up to 10%
  Preferred Office Location: 425 Literary Road, Cleveland, OH 44113 (Hybrid Work Options Available)
  Remote Work Considerations: Candidates located in Eastern or Central U.S. time zones are preferred. Fully remote employees should expect more frequent travel to the Cleveland office than outlined above in the job description, to ensure consistent team engagement and collaboration.

• Develop, implement, and enforce standardized procedures, checklists, and playbooks.
• Serve as the central liaison between internal deal team members, executives, diligence leads, and sellers/advisors - coordinating meetings, follow up tasks, and critical items to get to deal close.
• Develop a detailed integration plan that aligns with the organization’s strategic goals and enhances overall operational efficiency.
• Lead and coordinate the due diligence process, collaborating with cross-functional teams to assess the financial, operational, legal, and cultural aspects of potential acquisitions.
• Run due diligence calls & meetings to promote effective communication and accountability among functional teams executing post-close integration activities - including technology integration, workforce alignment, process optimization, and cultural adoption.
• Consolidate diligence requests, prioritize responses, and manage findings trackers.
• Develop report on key due diligence findings with deal lead, senior management, and stakeholders.
• Collaborate with Keystone Agency Partners’ Operations team and Platform Partners to implement standardized and streamlined processes post-acquisition.
• Continuously monitor and improve M&A processes and tools to enhance efficiency and effectiveness.
• Establish and maintain strong relationships with both internal and external teams throughout the M&A process.
• Build and maintain portfolio-wide dashboards and metrics.
• Champion adoption of technology tools for project and deal management (e.g., Monday, Salesforce, ShareFile, Datasite, Excel trackers, etc.).