• Analyst - M&A - Colorado

    Job ID
    # of Openings
    Mergers & Acquisitions
  • Overview

    Headquartered in Lake Mary, Florida and led by Jim Henderson and Tom Riley, AssuredPartners, Inc. acquires and invests in insurance brokerage businesses (property and casualty, employee benefits, surety and MGU’s) across the United States and in London. From its founding in March of 2011, AssuredPartners has grown to over $1.2 billion in annualized revenue and continues to be one of the fastest growing insurance brokerage firms in the United States with over 250 offices in 30 states and London.

    The M&A Analyst will be an integral part of the deal team and will support all parts of the transaction evaluation process, including due diligence, valuation and internal transaction approval. This position provides significant exposure to senior management and executives.


    Responsibilities & Qualifications:

    • Due diligence – Assist in the financial due diligence process including coordination with Company corporate departments and communicating information and insights to senior and executive management.
    • Development of pro forma models - Create pro forma financial models and populate investment and acquisition deliverables to be presented to the credit markets, outside auditors and the Company’s sponsor.
    • Support contract negotiations and closings by assisting in the preparation of documents related to proposed transactions including due diligence findings, results and summaries.
    • Overseeing data rooms and managing the distribution of information to all relevant transaction participants.
    • Develops, maintains and continuously improves tools used in the M&A process.



    • Bachelor’s degree in Accounting or Finance
    • Strong analytical and problem-solving skills
    • Ability to handle multiple projects with changing priorities
    • Must be able to work independently
    • Strong communication skills, both written and oral
    • Advanced Excel skills
    • 30 to 40% travel required


    Preferred Skills And Expertise

    • Strong GL background
    • Experience with automated accounting systems
    • Knowledge of general accounting duties including exposure to Accounts Payable, Accounts Receivable, and Payroll
    • Experience in GAAP reporting, accruals, monthly financial statements, and budgets
    • Insurance industry experience is a plus


    Compensation And Benefits

    • $60k+ base salary (depending on experience) plus bonus
    • AssuredPartners offers a competitive benefits package including health care, 401(k) with a company match, paid time off and holidays


    To Apply

    • Please follow the link above to apply on our company’s website (Cover letter optional)
    • For any additional questions, please contact Chris Elliott (
    • Start Date is two weeks after accepting the position



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