M&A Transaction Specialist

Oberle Risk Strategies is adding an M&A Transaction Specialist to our team in St. Louis. We’re seeking motivated candidates with an interest in advancing to the M&A lead position within 2 – 3 years.
800px St. Louis Art Museum (1)
Crosses 02

About the Opportunity

Oberle Risk Strategies is adding an M&A Transaction Specialist to our team in St. Louis. We’re seeking motivated candidates with an interest in advancing to the M&A lead position within 2 – 3 years.

The M&A Transaction Specialist will work closely with the M&A Lead to support our new client onboarding process. This process includes performing property and casualty insurance due diligence on middle-market M&A transactions and effectively managing the logistics and open items around placing insurance coverage, in a compressed timeframe. The position is ideal for the individual that enjoys a dynamic, fast-paced work environment.

Oberle has experienced significant growth since our inception in 2019. The role presents an opportunity to join our firm at an exciting time, while still in our early stages. We’re aiming for a candidate interested in mastering the ins and outs of the M&A process, who would enjoy detailed analytical work and would be energized by working closely with our client base, which is comprised of talented entrepreneurs and private equity professionals across the US.

Roles and Responsibilities

  • Support M&A Lead in performing commercial insurance due diligence on client acquisitions
  • Learn how to effectively identify gaps in insurance coverage and opportunities for premium savings
  • Broker insurance placements for all lines of commercial insurance, including but not limited to property, casualty, professional liability, management liability, cyber, reps and warranties, and pollution
  • Learn to structure commercial insurance coverage, gain understanding of insurance carrier appetites, and become proficient at carrier negotiations
  • Manage day-to-day interaction and support of client during the pre-acquisition period
  • Exceed client expectations 100% of the time.

Candidate Requirements

  • University or college degree in Business, Marketing, Engineering or an acceptable combination of education and experience
  • Ability to learn how to lead a deal process from initial due diligence to close of transaction
  • Advanced Microsoft Excel, PowerPoint and Word skills
  • Exceptional written and oral presentation skills; ability to present concisely and with detail
  • Strong EQ, interpersonal and communication skills; experience in effectively communicating key data, including presentations to key clients
  • Strong organizational skills; must be able to manage and prioritize multiple business objectives and projects with the proper sense of urgency
  • Motivated to exceed expectations

401K with Matching

Save for your future and we’ll match 4% of your contributions.

Best-in-Class Benefits

We know the importance of good insurance and offer plans to best suit your needs, including 100% health insurance coverage and plans for dental, vision, disability, and life insurance.

Flexibility and Time Off

With two remote workdays, a competitive PTO and Holiday schedule, and paid parental leave policy, we understand the importance of prioritizing life outside the office.

Employee Assistance

Our EAP provides support for personal issues, planning for life events, or simply managing daily life with perks such as confidential counseling services, career and self-development services, and legal and financial assistance.

About Us

Oberle Risk Strategies is a fast-growing specialty insurance brokerage headquartered in St. Louis, Missouri.  Oberle’s mission is to deliver best-in-class insurance services and support to our clients across the US. We provide property and casualty insurance consultation, coverage review, and program placement for M&A transactions and portfolio company renewals.

Our clients rely on us to make sure the right insurance coverage is in place so that transactions and renewals can proceed in a timely manner and without incident. We have established a hard-earned reputation as a leader amongst our peers for our responsiveness, service, and expertise.

Kawshar Ahmed Vcqjqrqsqqu Unsplash (1) (1)
Crosses 02


We strive to stay in motion; we make bold choices and do all things with passion and purpose. We don't believe in silos, boxes, or the status quo - we dream of what's possible and put in the work to get there.


We're nimble, flexible, and maintain an entrepreneurial mindset. We embrace change, encourage calculated risks, and are always looking to go where we haven't been.


We say what we mean and mean what we say. Trust and mutual respect is the foundation for all relationships. Our business orbits around the people we touch.


We believe in our team and want you to believe in yourself. Success is measured by impact, and tenacity will always get you further than tenure. Our goal is for you to be proud of the work you do and the people you do it with.

Apply Below

We will get back to you shortly with a response.