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Merger and Acquisition Sourcing Manager at Insurance Office of America | JobVerse
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Merger and Acquisition Sourcing Manager
Insurance Office of America
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Merger and Acquisition Sourcing Manager
California, United States of America
Full Time
3 weeks ago
$100,000 - $175,000 USD
Visa Sponsor
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Key skills
Leadership
Communication
Collaboration
About this role
Role Overview
Proactively identify potential acquisition targets aligned with strategic and financial criteria, and maintain a strong, active sourcing pipeline.
Conduct preliminary assessments of market position, financial performance, cultural alignment, and synergy potential.
Monitor industry activity, regulatory changes, competitive movement, and whitespace opportunities to inform sourcing strategy.
Prepare detailed target lists supported by data such as size, geographic footprint, ownership structure, and available financial indicators.
Build and maintain strong relationships with investment bankers, brokers, advisors, private equity firms, founders, and other referral sources.
Serve as an outward-facing representative of the company’s M&A interests, managing all communications with professionalism and discretion.
Coordinate secure and confidential interactions with targets and intermediaries throughout the sourcing process.
Perform early-stage screening of potential opportunities, evaluating strategic fit, growth potential, and high-level financial characteristics.
Prepare concise summaries, teasers, and preliminary business cases for internal review and prioritization.
Assist with valuation hypotheses and high-level financial modeling in collaboration with the M&A and Finance teams.
Partner with Corporate Development, Finance, Legal, Strategy, HR, and business leaders to support early evaluation and information gathering.
Gather initial data from targets and prepare organized summaries to support early diligence efforts.
Prepare monthly and quarterly pipeline updates to inform leadership of sourcing activity, trends, and pipeline health.
Maintain accurate records of outreach, communication history, engagement levels, and target progression.
Track sourcing KPIs such as outreach volume, conversion rates, and source quality to support continuous improvement.
Requirements
Bachelor’s Degree in Business, Finance, Economics, or related field
3–7+ years of experience in M&A, corporate development, business development, investment banking, private equity, or similar fields
Proven experience in sourcing and evaluating acquisition opportunities
Strong financial acumen with the ability to assess business models, growth drivers, and strategic fit
Excellent communication and relationship-building skills with experience interacting with senior executives and external partners
Highly organized, adaptable, and able to manage multiple priorities in a dynamic environment
Benefits
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Apply Now
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