M&A Deal Hunter
Core
Identify exceptional independent insurance agencies, cultivate owner relationships, and advance high-quality opportunities through the deal lifecycle.
Role type
M&A deal origination analyst
Builds
Acquisition engine for independent insurance agencies
Domain
Insurance brokerage / Mergers & Acquisitions
Required skills
M&A deal origination, financial statement analysis, EBITDA normalization, market intelligence, relationship building, strategic sourcing
Preferred skills
Insurance sector experience, private equity experience, investment banking experience
Technologies
None stated
Responsibilities
Develop market understanding of independent insurance agency trends and valuation drivers, identify target profiles and priority markets, conduct structured discovery conversations with agency owners, review and interpret financial statements to normalize EBITDA, develop opportunity summaries and valuation frameworks, advance opportunities from initial outreach through LOI and closing
Seniority
Mid-level, hands-on IC