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About the Role
Equal Parts is building the operating system for the modern insurance agency. We are creating a platform that scales relationships, not headcount, through a combination of acquisitions, in-house operations, and AI systems. This role will augment, then run, then own the diligence function, reporting to our Head of M&A. We value speed and quality, and this role requires someone who can find the balance between them. This is not a checklist role; we need someone who can exercise judgment under pressure and build a system for thousands of acquisitions.
Responsibilities
- Own the Diligence Standard
- Run diligence end to end on live acquisitions, providing support initially and less over time.
- Validate seller representations by proving numbers against source data to build an honest view of business performance.
- Size every issue, provide a recommendation, quantify findings, and present options.
- Partner with business unit leaders, the deal team, and internal stakeholders to ensure full value from acquisitions.
- Sit across from agency owners in difficult conversations, asking hard questions and getting real answers without risking the relationship.
- Bring findings to owners directly, explain their meaning in plain terms, and work towards a path forward.
- Exercise judgment to differentiate between messy books and broken fundamentals.
- Identify and treat binary issues such as licensing, carrier appointments, trust account integrity, regulatory compliance, and undisclosed litigation as such.
- Look for paths to 'yes' without softening findings, structuring around solvable problems.
- Work within an AI-native operating model where the platform automates mechanical work.
- Turn personal judgment into the platform's logic for future acquisitions.
- Partner with product and engineering teams to shape the diligence process at scale.
- Flex across the deal team, taking on scope outside the primary role including revenue operations, surge support on seller conversations and deal evaluation, and integration support.
Requirements
- 2+ years in transaction advisory, financial due diligence, corporate development, private equity, investment banking, or M&A.
- Experience with diligence workstreams, having owned pieces of them.
- Ability to think like an owner, push when something is wrong, and proactively identify next steps.
- Strong financial acumen to read, normalize, and explain financials.
- Judgment under incomplete information, with the ability to explain decisions and their basis.
- Comfort holding direct, uncomfortable conversations with business owners while maintaining the relationship.
- Comfort working with AI-native tooling and a bias toward encoding work rather than repeating it.
- Preferred: Insurance sector experience (commission and contingent revenue, carrier relationships, retention dynamics, agency management systems, licensing and compliance).
- Preferred: M&A experience with similarly sized targets in other fragmented industries.
Skills
- Diligence
- Financial Acumen
- Judgment
- Relationship Management
- AI-native Tooling
- Communication
- Problem-Solving
- Deal Evaluation
- Revenue Operations
- Integration Support
Location
- Austin-based
- National (exceptional candidates)
Work Type
- Full-time
Experience Level
- Mid-level
- Senior
Benefits
- Major Medical Health Insurance
- Voluntary Benefits (dental, vision, supplemental life, disability, accident, and other optional coverages)
About the Company
- Equal Parts is building the operating system for the modern insurance agency.
- We combine acquisitions, in-house operations, and AI systems to create a platform that scales relationships, not headcount.
- We are building a system designed to do thousands of deals, changing the nature of diligence.
- We value speed and do not trade quality for it.
- We are a small team building something large.