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: ioausa.com/locations 
 

About the Role: 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. 

 
Key Responsibilities: 

• 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. 

 
Ideal Candidate Qualifications: 

• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred 

• 2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry 

• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities preferred 

• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes 

• Excellent analytical, problem-solving, organizational, and project management skills with the ability to manage multiple priorities 

• Strong written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across departments and with external partners 

• Proficiency in Microsoft Office applications and contract or document management systems 

• Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information 

 
What We Offer: 

• 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 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s).