Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Own the insurance vertical and build repeatable sales motion.
Leverage deep insurance relationships to close complex, multi-stakeholder deals.
Educate the market on Checkr Trust's value in underwriting and risk management.
Checkr builds a data platform to power safe and fair decisions. They serve over 140,000 companies and are recognized on the Forbes Cloud 100 list, with a culture that thrives on solving complex problems.
Manage a complex D&O and EPL claims portfolio from investigation to resolution.
Set and review reserves, direct litigation, and participate in mediations.
Represent Liberty Mutual with brokers, risk managers, and provide mentorship.
Liberty Mutual is a global insurer providing property and casualty coverage. With a diverse workforce and a focus on inclusion, the company values integrity and professional growth.
Lead the development and execution of IOA's Management Liability practice strategy, ensuring a differentiated market presence.
Provide expert guidance on D&O, EPL, Fiduciary, Crime, and Kidnap & Ransom coverages, partnering with Producers and Account Managers.
Drive carrier and market strategy, evaluate conditions, and deliver coverage consulting for complex client engagements.
Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. Founded in 1988, IOA has more than 1,500 associates in over 60 offices, fostering a respectful culture with a commitment to community service and work-life balance.
Develop new broker relationships through inbound leads and strategic outreach.
Identify target agencies for new outbound campaigns and meet quota targets.
Maintain deep understanding of solutions and manage post-sales activities for broker satisfaction.
We are the world's first Active Insurance provider designed to prevent digital risk before it strikes. Founded in 2017, we have built a remote-first, highly inclusive culture with opportunities for bold thinking.
Serves as the primary client relationship owner throughout the deal lifecycle, building trust and coordinating pre-closing solicitation, payment, and escrow transactions.
Negotiates payment and escrow agreements, directs and mentors Relationship Associates, and ensures accurate collection of KYC forms.
Manages multiple time-sensitive workstreams under real deadline pressure, requiring sound judgment, discretion, and strong communication skills.
SRS Acquiom provides a platform and services to manage complex M&A and loan agency transactions efficiently. The company has supported over 11,500 transactions globally since 2007, with offices in Denver, London, and Amsterdam, and fosters an entrepreneurial, growth-oriented culture.
Drive sales through third-party producers with uncapped commission potential.
Provide expert case design and point-of-sale support to nurture client relationships.
Leverage CRM technology and continuous training to maximize sales opportunities.
Highland Capital Brokerage, a member company of Osaic, supports financial advisors with life, annuity, and longevity planning. The company offers an unparalleled national team and competitive benefits including health, vision, dental insurance, and 401k.