M&A Deal Hunter
Core
Identify exceptional independent insurance agencies, cultivate owner relationships, and advance high-quality opportunities through the deal lifecycle to scale a national acquisition engine.
Role type
M&A Analyst (Deal Origination)
Builds
Independent insurance agencies
Domain
Insurance brokerage / Mergers & Acquisitions
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
M&A deal origination, relationship-driven sourcing, financial statement analysis, EBITDA normalization, valuation framework development, strategic market intelligence
Preferred skills
Insurance sector experience, off-market opportunity sourcing, negotiation support
Technologies
Financial modeling tools, CRM systems
Responsibilities
Develop market understanding of independent insurance agency trends and valuation drivers; Identify target profiles and priority markets aligned with acquisition thesis; Conduct structured discovery conversations to assess operational maturity and cultural fit; Review and interpret financial statements to identify revenue-quality factors and operating risks; Advance opportunities from initial outreach through LOI and support confirmatory diligence; Partner with leadership during negotiation discussions providing data-driven perspectives
Seniority
Mid-level, hands-on IC