Solutions Owner supporting strategic procurement processes and assisting with supply chain improvement at Caterpillar Inc. Collaborating with teams to enhance procurement solutions and training efforts.
About the role
- M&A Sourcing Manager driving potential acquisition evaluations for strategic growth at Insurance Office of America. Focus on sourcing, analysis, and relationship building for M&A opportunities.
Responsibilities
- Proactively identify potential acquisition targets aligned with strategic and financial criteria, and maintain a strong, active sourcing pipeline.
- Conduct preliminary assessments of market position, financial performance, cultural alignment, and synergy potential.
- Monitor industry activity, regulatory changes, competitive movement, and whitespace opportunities to inform sourcing strategy.
- Prepare detailed target lists supported by data such as size, geographic footprint, ownership structure, and available financial indicators.
- Build and maintain strong relationships with investment bankers, brokers, advisors, private equity firms, founders, and other referral sources.
- Serve as an outward-facing representative of the company’s M&A interests, managing all communications with professionalism and discretion.
- Coordinate secure and confidential interactions with targets and intermediaries throughout the sourcing process.
- Perform early-stage screening of potential opportunities, evaluating strategic fit, growth potential, and high-level financial characteristics.
- Prepare concise summaries, teasers, and preliminary business cases for internal review and prioritization.
- Assist with valuation hypotheses and high-level financial modeling in collaboration with the M&A and Finance teams.
- Partner with Corporate Development, Finance, Legal, Strategy, HR, and business leaders to support early evaluation and information gathering.
- Gather initial data from targets and prepare organized summaries to support early diligence efforts.
- Prepare monthly and quarterly pipeline updates to inform leadership of sourcing activity, trends, and pipeline health.
- Maintain accurate records of outreach, communication history, engagement levels, and target progression.
- Track sourcing KPIs such as outreach volume, conversion rates, and source quality to support continuous improvement.
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.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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