M&A Sourcing Manager

Insurance Office of America

1d•$100,000 - $150,000•Remote

About The Position

The M&A Sourcing Manager is responsible for driving the identification, qualification, and early-stage evaluation of potential acquisition opportunities that align with the organization’s strategic growth objectives. This role integrates market intelligence, proactive outreach, relationship development, and preliminary deal analysis to build a consistent pipeline of high-quality targets. Success in this role requires strong analytical capabilities, excellent communication skills, and an ability to navigate competitive industry dynamics while representing the company’s interests with professionalism and confidentiality.

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.

Responsibilities

Deal Sourcing & Pipeline Management: Proactively identify potential acquisition targets aligned with strategic and financial criteria, and maintain a strong, active sourcing pipeline.
Strategic Fit Evaluation: Conduct preliminary assessments of market position, financial performance, cultural alignment, and synergy potential.
Market Intelligence: Monitor industry activity, regulatory changes, competitive movement, and whitespace opportunities to inform sourcing strategy.
Target Research & Profiling: Prepare detailed target lists supported by data such as size, geographic footprint, ownership structure, and available financial indicators.
Relationship Development: Build and maintain strong relationships with investment bankers, brokers, advisors, private equity firms, founders, and other referral sources.
External Representation: Serve as an outward-facing representative of the company’s M&A interests, managing all communications with professionalism and discretion.
Confidential Communication: Coordinate secure and confidential interactions with targets and intermediaries throughout the sourcing process.
Initial Screening & Analysis: Perform early-stage screening of potential opportunities, evaluating strategic fit, growth potential, and high-level financial characteristics.
Opportunity Summaries: Prepare concise summaries, teasers, and preliminary business cases for internal review and prioritization.
Preliminary Financial Support: Assist with valuation hypotheses and high-level financial modeling in collaboration with the M&A and Finance teams.
Cross-Functional Collaboration: Partner with Corporate Development, Finance, Legal, Strategy, HR, and business leaders to support early evaluation and information gathering.
Information Collection: Gather initial data from targets and prepare organized summaries to support early diligence efforts.
Pipeline Reporting: Prepare monthly and quarterly pipeline updates to inform leadership of sourcing activity, trends, and pipeline health.
Documentation & Tracking: Maintain accurate records of outreach, communication history, engagement levels, and target progression.
Sourcing Performance Metrics: Track sourcing KPIs such as outreach volume, conversion rates, and source quality to support continuous improvement.