Intern, Mergers and Acquisitions

Relation Insurance Services; United States; On-site; USD 21,000 - 28,000; Full time

Job summary

Relation Insurance Services in the United States is offering an internship program in mergers and acquisitions within its finance and corporate development teams. This hands-on program provides exposure to acquisition analysis, financial modeling, data rooms, and cross-functional collaboration with mentors.

You will support data input, modeling, due diligence, and reporting while building practical skills for a career in insurance brokerage and corporate development.

Qualifications

• Enrolled in an accredited college or university.
• Pursuing a degree in Business Administration or related field.
• Minimum GPA of 3.0.

Responsibilities

• Assist with data input, organization, and quality review for financial models and transaction analyses.
• Support the preparation and maintenance of financial models used to evaluate prospective acquisition opportunities.
• Assist with valuation analyses, including gathering and organizing relevant financial, operational, and market data.
• Help prepare organized summaries of diligence findings, outstanding requests, and key follow‑up items.
• Conduct research on prospective targets, markets, competitors, and relevant industry trends, as assigned.

Education

Enrolled in accredited college or university

Job description

All Lines, Strong Ties: Build Your Future at Relation

At Relation Insurance, relationships are at the heart of everything we do. As a national provider of insurance and risk management solutions, we help businesses protect what matters, manage risk, and move forward with confidence.

We are seeking motivated, curious, and relationship-oriented students to join the Relation Insurance Internship Program. This hands‑on program offers meaningful exposure to the insurance and risk management industry, while giving interns the opportunity to contribute to real business priorities, collaborate with professionals across the organization, and build skills for a successful career.

Program Overview

Relation’s Internship Program offers students hands‑on experience in Mergers and Acquisitions supporting acquisition‑related analysis, transaction processes, and cross‑functional collaboration. Participants will have the opportunity to build meaningful connections, strengthen their analytical and business skills, and explore rewarding career opportunities within the dynamic world of mergers and acquisitions.

Typical Duration

• 2-3 months

Program Details

Orientation and Training

• Company Introduction: Learn about the company's history, mission, and values
• Industry Overview: Gain insight into the insurance brokerage industry, including market dynamics, key industry participants, consolidation trends, and the role of mergers and acquisitions in business growth.
• M&A Process Training: Develop an understanding of the transaction lifecycle, including opportunity evaluation, financial analysis, due diligence, valuation, deal execution, and integration planning.
• Training on Tools and Platforms: Receive hands‑on training in relevant financial modeling tools, data‑management platforms, virtual data rooms, spreadsheet applications, presentation tools, and internal systems used to support the M&A process.

Project Work

Financial Analysis, Modeling, and Valuation Support

• Assist with data input, organization, and quality review for financial models and transaction analyses.
• Support the preparation and maintenance of financial models used to evaluate prospective acquisition opportunities.
• Assist with valuation analyses, including gathering and organizing relevant financial, operational, and market data.
• Help prepare supporting analyses, schedules, and summaries for internal review and decision‑making.
• Conduct research on prospective targets, markets, competitors, and relevant industry trends, as assigned.

Due Diligence and Data Room Management

• Assist with organizing, indexing, and maintaining virtual data rooms for active acquisition opportunities.
• Support the collection, tracking, and validation of information and documents received from prospective partners, advisors, and internal stakeholders.
• Review submitted information for completeness, consistency, and alignment with requested diligence materials; elevate gaps or discrepancies to the appropriate team member.
• Maintain diligence trackers, document request lists, and status reports to support efficient coordination of the transaction process.
• Help prepare organized summaries of diligence findings, outstanding requests, and key follow‑up items.

Transaction Process Support

• Support the M&A team with day‑to‑day administrative and analytical tasks associated with active transaction processes.
• Assist with preparing transaction materials, including presentations, meeting agendas, summaries, and internal communications.
• Coordinate meetings, calendars, materials, and follow‑up items for internal project teams and external stakeholders, as appropriate.
• Help maintain accurate records of acquisition opportunities, deal‑stage activity, and key transaction milestones.
• Provide general project coordination support across multiple workstreams while maintaining confidentiality and attention to detail.

Reporting and Process Improvement

• Assist with compiling reports, trackers, and dashboards related to acquisition activity, pipeline status, diligence progress, and other M&A metrics.
• Help identify data inconsistencies, process gaps, and opportunities to improve organization, reporting, and workflow efficiency.
• Support the development and maintenance of templates, reference materials, and process documentation for the M&A team.

Mentorship and Networking

• Mentorship: Partner with one or more mentors who will provide guidance, feedback, and exposure to the M&A profession throughout the internship.
• Networking Opportunities: Build professional relationships with leaders and colleagues across the organization while learning about the insurance brokerage industry, corporate development, and related career paths.

Performance Evaluation

• Regular Feedback: Receive ongoing coaching and feedback from people leaders and mentors to support professional growth and skill development.
• Final Evaluation: Participate in a comprehensive end‑of‑internship evaluation assessing performance, accomplishments, and recommendations for future career development.

Additional Opportunities

• Community Involvement: Participate in internal and external meetings to gain exposure to financial analysis, corporate development, transaction processes, relationship management, and industry best practices.
• Special Projects: Complete special projects and perform other duties as assigned in support of the M&A team and broader organizational objectives.
• Special projects and other duties as assigned

Qualifications

We are looking for candidates who are:

• Enrolled in an accredited college or university
• Pursuing a degree in Business Administration or related field
• Minimum GPA of 3.0

Why Relation

At Relation, you will be part of a collaborative team that values trust, growth, and meaningful connections. This internship is an opportunity to make a real contribution while exploring a rewarding career in a growing industry.

All Lines, Strong Ties means bringing together diverse perspectives, capabilities, and relationships to deliver better outcomes for our clients, our colleagues, and our communities.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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