M&A Paralegal

Title: M&A Paralegal

Title: M&A Paralegal

Work Mode: Fully remote for candidates located in Florida, Georgia, or South Carolina. Monthly travel required to Longwood, FL |
Requirements: 2–5 years of paralegal experience

Please note:

If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.

Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit:

The M&A Paralegal is responsible for providing legal, transactional, and compliance support to the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. This role supports transaction documentation, contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts. Working closely with Legal, Compliance, HR, Risk Management, Finance, Operations, outside counsel, and acquisition partners, the M&A Paralegal helps ensure transactions and legal processes are executed accurately, efficiently, and in accordance with applicable regulatory requirements.

• Transaction Support:
  Support M&A transactions by maintaining deal checklists, coordinating execution packages, managing closing activities, and tracking post-closing deliverables.
• Contract & Document Management:
  Draft, review, route, track, and maintain legal agreements, contract repositories, templates, version controls, and audit-ready documentation.
• Corporate Governance:
  Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities.
• Licensing & Regulatory Support:
  Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and compliance-related activities.
• Legal Research & Regulatory Monitoring:
  Research insurance regulations, licensing requirements, and industry compliance standards while monitoring regulatory changes and communicating key updates.
• Claims & Litigation Coordination:
  Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses.
• Compliance & Audit Support:
  Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements.
• Reporting & Communication:
  Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership teams.
• Cross-Functional Collaboration:
  
  Partner with Legal, Compliance, Finance, HR, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
• Project Coordination:
  Support legal and M&A projects through meeting coordination, agenda preparation, document distribution, and action-item tracking.
• Process Improvement:
  Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
• Technical & Professional Development:
  Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.
• Champion IOA Values:
  Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal…