M&A Advisor Associate

2 weeks ago

Melbourne, United States Agency Brokerage Full time

Company Description

Agency Brokerage is a premier M&A firm specializing in the independent insurance brokerage industry. With a rich history of over 500 successful M&A transactions and 2,000 valuations completed, our firm stands as a pillar of experience and respect in the industry. Our mission is to assist agency principals in comprehending, enhancing, and realizing the utmost value from their businesses, encapsulated in our motto: "Build Value. Exit Right." We are actively seeking individuals to join our expanding team who embody values such as integrity, excellence, enthusiasm, curiosity, and entrepreneurship.


Role Description

We have a full-time on-site position available for an M&A Advisor Associate. The M&A Advisor Associate will play a pivotal role in building relationships, consulting with agency owners, crafting reports, and overseeing M&A engagements. This includes facilitating discussions and negotiations with buyers, managing due diligence processes, and collaborating with various stakeholders to successfully execute transactions.


Qualifications

  • Proficient in Microsoft Office and CRM systems
  • Background in consultative sales or a related field
  • Exceptional written and verbal communication skills
  • Bachelor's degree in Business, Finance, Accounting, Law, or a related field
  • Previous experience in the insurance industry is preferred
  • Familiarity with mergers & acquisitions is a plus


Additional preferred qualifications include a solid understanding of insurance agency operations, meticulous attention to detail, and the ability to thrive in a team-oriented environment.


Compensation & Benefits

  • Competitive base salary
  • Sales bonuses for successfully concluding client engagements facilitated by the firm
  • Comprehensive health insurance and access to voluntary benefits
  • Enjoy a stimulating work environment, complete with a private office
  • Benefit from exceptional learning opportunities through mentorship under highly esteemed peers


We believe in recognizing and rewarding contributions while providing a supportive and enriching work environment.


If you are passionate about working with Insur-preneurs and possess the requisite skills and qualifications, we invite you to join our dynamic and growing team at Agency Brokerage. Together, let's help agents "Build Value and Exit Right."

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