Director, Mergers & Acquisitions

Director of Mergers & Acquisitions

Private Equity–Backed Insurance Brokerage Platform | Southeastern U.S. (Flexible / Remote)

The Opportunity

This role is with a private equity–backed, multi-site insurance brokerage platform that has scaled rapidly through a combination of organic growth and acquisitions. The business generates operates across eight states, with a strong presence in the Southeast and a legacy foundation in Georgia.

The company provides a broad suite of services across commercial property & casualty, personal lines, and employee benefits, with a growing focus on industry-specialized offerings. Backed by a leading private equity sponsor since 2023, the organization has completed nearly 60 acquisitions to date and is entering its next phase of accelerated inorganic growth.

With a highly active deal engine already in place (Nearly 20 acquisitions completed in the last eighteen months and multiple transactions currently under LOI), the company is investing in dedicated M&A leadership to further scale its acquisition strategy.

The Director of Mergers & Acquisitions will play a critical role as the primary deal execution leader—owning transactions from initial evaluation through close, while partnering closely with executive leadership, the private equity sponsor, and a well-established integration team.

Role Overview

The Director of Mergers & Acquisitions will serve as the deal “engine” for the organization—driving a high volume of transactions in a fast-paced, relationship-driven environment. This individual will report directly to the CEO and work closely with leadership and the private equity sponsor to execute the company’s acquisition strategy.

This is an execution-first role for a true deal athlete who enjoys managing multiple transactions simultaneously, coordinating third-party diligence, and bringing deals across the finish line. The role does not require heavy business development, but strong seller engagement and process ownership are critical.

Key Responsibilities

M&A Strategy & Pipeline Management

• Develop and execute a disciplined, repeatable acquisition strategy that aligns with growth objectives.

• Manage and advance a robust pipeline of targets and LOIs through consistent follow-up and process management.

• Collaborate with leadership and external advisors to prioritize opportunities based on geography and strategic fit.

Deal Execution & Process Leadership

• Serve as the primary point of contact throughout the full transaction lifecycle.

• Lead deals from initial evaluation through LOI, diligence, negotiation, and closing.

• Coordinate third-party diligence providers (QoE, legal, insurance, tax) and manage timelines efficiently.

• Ensure smooth, high-volume deal execution in a fast-paced environment.

Financial Analysis & Valuation

• Build and review financial models, valuations, and investment materials.

• Assess performance, growth opportunities, and deal structure considerations.

• Present findings as clear, actionable recommendations to leadership and the PE sponsor.

Due Diligence & Integration Coordination

• Lead cross-functional diligence efforts across finance, operations, legal, and other teams.

• Manage data flow and diligence workstreams through closing.

• Collaborate with the integration team to ensure seamless post-close execution.

Strategic Partnership

• Act as a trusted advisor to the CEO and private equity sponsor on acquisition strategy and capital deployment.

• Monitor market trends, competitive dynamics, and industry activity.

• Support broader strategic initiatives and special projects as needed.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.

• 4–8 years of experience in investment banking, private equity, corporate development, or M&A advisory.

• Proven experience leading or heavily supporting buy-side transactions end-to-end.

• Preferred: background in professional services or fragmented, multi-site industries (e.g., insurance, wealth management, healthcare, business services).

• Strong financial modeling, valuation, and analytical skills.

• Ability to manage multiple transactions simultaneously in a fast-paced environment.

• Exceptional communication, negotiation, and relationship management skills.

• Self-starter with a proactive, execution-driven mindset.

• Experience coordinating third-party diligence providers (QoE, legal, etc.).

Location & Travel

• Flexible / remote, with preference for candidates based in or near the Southeast (e.g., Nashville, Atlanta).

• Moderate travel as needed to support transactions and meet with sellers.

Why This Role

• Direct exposure to executive leadership and the PE sponsor.

• High ownership over deal strategy, execution, and integration.

• Be part of a fast-growing, private equity–backed platform with a proven acquisition engine.

• Strong long-term trajectory and opportunity to participate in significant value creation as the business scales.