M&A Assistant

Join one of the most rewarding and challenging fields in business – Mergers & Acquisitions.

Agency Brokerage is a nationally recognized Merger & Acquisition advisor serving the insurance industry. We are looking for someone to join our award-winning team. The ideal individual has (1) strong analytical skills, (2) technical writing abilities, (3) a knowledge of small business operations, finance and/or insurance, and (4) a desire for a career in a highly regarded professional services field.

Through this role, the candidate will gain extensive experience in sales, marketing, finance, law, and entrepreneurship – the equivalent of an MBA but while getting paid. This is a career path with ample opportunities for advancement. Income range shown below is for the training period.

Responsibilities:

Support the firm's business valuation and M&A services.

Data entry & analysis, and report preparation.

Actively participate in consulting with clients on business valuations and M&A transactions.

Assist with special projects that support achieving long-term growth initiatives.

Requirements:

Degree in Law, Accounting, Finance, or analytical field within the last 10 years.

Strong analytical skill set and high attention to detail.

Excellent communication and presentation skills.

Extensive experience working with Microsoft Excel.

High level of professionalism, integrity, and discretion.

Ability to learn, adapt to new challenges, and help innovate.

Preferred:

3-5 years of relevant work experience.

Experience in M&A or the insurance industry a plus.