What are the responsibilities and job description for the VP, Mergers & Acquisitions position at The Liberty Company Insurance Brokers, LLC?
Description
Description
The Liberty Company is a producer-focused, family-owned, and fiercely independent insurance services firm founded in 1987 by Chairman and CEO Bill Johnson. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our colleagues’ happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry.
Recent recognition includes Agency of the Year by Property Casualty 360, a top 5 finalist in Business Insurance’s U.S. Broker Team of the Year, as well as best places to work recognition from Insurance Journal, Insurance Business America, the Los Angeles Business Journal, and others. The Liberty Company was recently recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. by the Hales Report and has been recognized for its rapid growth by Inc Magazine and The Los Angeles Business Journal.
We’re excited to welcome our next talented VP, Mergers & Acquisitions! If you’re enthusiastic, team-oriented, and ready to thrive in a people-first culture, we’d love to meet you!
Position Summary:
This position is primarily responsible for sourcing, evaluating, developing, and spearheading M&A deal opportunities to get to a point of signed LOI (Letter of Intent), as well as assist, as needed, with team members to get to a closed transaction.
Essential Duties and Responsibilities:
Minimum Qualifications:
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
Description
The Liberty Company is a producer-focused, family-owned, and fiercely independent insurance services firm founded in 1987 by Chairman and CEO Bill Johnson. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our colleagues’ happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry.
Recent recognition includes Agency of the Year by Property Casualty 360, a top 5 finalist in Business Insurance’s U.S. Broker Team of the Year, as well as best places to work recognition from Insurance Journal, Insurance Business America, the Los Angeles Business Journal, and others. The Liberty Company was recently recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. by the Hales Report and has been recognized for its rapid growth by Inc Magazine and The Los Angeles Business Journal.
We’re excited to welcome our next talented VP, Mergers & Acquisitions! If you’re enthusiastic, team-oriented, and ready to thrive in a people-first culture, we’d love to meet you!
Position Summary:
This position is primarily responsible for sourcing, evaluating, developing, and spearheading M&A deal opportunities to get to a point of signed LOI (Letter of Intent), as well as assist, as needed, with team members to get to a closed transaction.
Essential Duties and Responsibilities:
- Work with the President, Mergers & Acquisitions (M&A) on assignments related to deal opportunities and spearhead those in the deal sourcing, evaluating, valuation, negotiating, and signing to a LOI (Letter of Intent) stages and, as charged by the President, M&A.
- Develop new business and relationships via telephone and mass communication such as email, online messaging, LinkedIn, and other forms of social media.
- Identify appropriate partnership and acquisition opportunities in conjunction with other team members and use the Company’s CRM to track deals and activities.
- Scouting and researching agency, MGA/Program, and other opportunities.
- Work in concert with the President, M&A on Channel Development and Engagement for brokers, advisors, and other referral sources.
- Have the ability to be mentored and grow, as well as potentially mentor a team of M&A associates and analysts.
- Build and cultivate relationships by initiating communications and conducting follow-up communications
- Build a strong pipeline for potential Partners and Acquisitions across the nation and as otherwise directed.
Minimum Qualifications:
- 5 years in Mergers & Acquisitions
- Ability to travel 15% of time
- Strong written and oral communication skills
- Strong presentation skills
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
- Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,
- 1033 and 1034 to qualify for that role
Salary : $125,000 - $250,000
