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Equal Parts is building an operating system for modern insurance agencies, combining acquisitions, in-house operations, and AI systems to scale relationships rather than headcount. This role sits at the center of that strategy: you will own and run the diligence function for a high-volume acquisition platform.
You will report to the Head of M&A and work alongside a small senior deal team. The posting explicitly frames this as a trajectory role—you will start by augmenting the existing diligence lead, then progressively own and run the function as volume scales. The scope and ceiling are not fixed; how fast you grow into expanded responsibility depends on your execution.
Key responsibilities include: running diligence end-to-end on live acquisitions (with decreasing support over time), validating seller representations against source data, sizing every issue with tactical recommendations, and partnering with business unit leaders to extract full value from acquisitions. You will sit across from agency owners in difficult conversations, ask hard questions while preserving relationships, and bring findings directly to sellers in plain terms.
The role demands judgment in grey areas: distinguishing between messy-but-normal bookkeeping and broken fundamentals, while treating binary issues (licensing, regulatory compliance, trust account integrity, undisclosed litigation) as non-negotiable. You will work inside an AI-native operating model where the platform handles mechanical work (document collection, tie-outs, schedules), freeing you to focus on relationships, seller-facing execution, and judgment calls.
You will also flex across the deal team on revenue operations, surge support on seller conversations, and integration handoffs. This is a small team building something large; the role appeals to people who see that as the draw, not a constraint.
The posting emphasizes speed without sacrificing quality: a slow yes costs deals; a fast, wrong yes costs more. You must balance rigor with pragmatism, escalating what matters while avoiding adversarial friction with sellers.
