M&A Sourcing Associate

 Posted 2 months ago
  
 Worldwide
  
2-5 years experience
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AI Summary

The Associate will be responsible for identifying and researching acquisition targets across defined sectors and geographies, conducting high-volume outbound outreach via phone and email to agency owners, and tracking all activity accurately in the Company CRM. This role also involves coordinating introductory meetings between prospects and senior leadership to support the overall acquisition strategy.

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

 

We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy.

This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment.

Key Responsibilities

· Identify and research acquisition targets across defined geographies and verticals

· Conduct high-volume outbound outreach via phone and email

· Hold introductory calls with agency owners and executives

· Track all outreach activity in Company CRM with complete accuracy

· Manage follow-up cadence and nurture long-term opportunities

· Coordinate introductory meetings between prospects and senior leadership

· Support pipeline reporting and KPI tracking

Qualifications

· 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role

· Comfortable making outbound calls daily

· Strong verbal communication skills

· Experience using CRM systems required

· Highly organized and self-motivated

· Competitive and resilient

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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