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

• Execute a structured and scalable acquisition strategy aligned with the company’s growth objectives.

• Maintain and actively progress a robust pipeline of targets and Letters of Intent through disciplined follow-up and process tracking.

• Collaborate with leadership and external advisors to evaluate and prioritize opportunities based on strategic alignment and geographic focus.

Transaction Execution & Leadership

• Act as the central point of contact across the full deal lifecycle

• Drive transactions from initial screening through LOI, due diligence, negotiation, and closing

• Oversee third-party diligence providers, including QoE, legal, tax, and insurance, while ensuring timelines and deliverables are met.

• Deliver efficient execution in a fast-paced, high-volume deal environment.

Financial Analysis & Valuation

• Develop and review financial models, valuation frameworks, and investment materials.

• Evaluate business performance, growth potential, and transaction structuring considerations.

• Translate analysis into clear, actionable insights and recommendations for senior leadership and investors.

Due Diligence & Integration Support

• Lead cross-functional diligence efforts spanning finance, operations, legal, and other critical areas.

• Manage data flow and coordinate diligence workstreams through closing.

• Partner with integration teams to ensure a seamless transition and effective post-acquisition execution.

Strategic Collaboration

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

• Track market trends, competitive activity, and industry developments

• Contribute to broader strategic initiatives and ad hoc projects as needed

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related discipline is required.

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

• Demonstrated experience leading or significantly contributing to buy-side transactions end-to-end.

• Prior exposure to professional services or fragmented, multi-location industries, such as insurance, wealth management, healthcare, or business services, is preferred.

• Advanced financial modeling, valuation, and analytical capabilities.

• Proven ability to manage multiple concurrent transactions in a dynamic environment.

• Strong interpersonal, communication, and negotiation skills with a relationship-driven approach.

• Self-motivated and execution-focused, with a proactive mindset.

• Experience coordinating third-party diligence providers, such as QoE and legal advisors.

Location & Travel

• Flexible or remote, with a preference for candidates located in or near the Southeast, such as Nashville or Atlanta.

• Moderate travel is required to support transactions and engage with prospective sellers.

Why Join Us

This is a unique opportunity to be part of a high-growth, private equity-backed platform with a well-established acquisition engine and significant expansion potential. The role offers direct interaction with executive leadership and investors, along with the chance to play a pivotal role in shaping and executing a high-volume M&A strategy.

For the right candidate, this position provides strong long-term career growth, meaningful ownership of transactions, and the opportunity to contribute directly to value creation as the business scales.