M&A Specialist Senior

Mergers & Acquisitions Specialist Senior

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

How you'll make an impact The Mergers & Acquisitions Specialist Senior is responsible for leading the financial due diligence process for potential acquisitions. This role requires an understanding of financial analysis, risk assessment, and strategic evaluation to ensure informed decision-making in the acquisition process. Additionally, this position will be involved with pricing and valuation of opportunities, which includes acting as a trusted buy-side advisor and preparing indications of interest and non-binding term sheets. The ideal candidate will have experience in financial due diligence, strong analytical and interpersonal skills, and the ability to work collaboratively with cross-functional teams. This position exists as a result of the organization's ongoing acquisition strategy to diversify product and service offerings, expand its geographic footprint, and bolster sales activity.

Responsibilities

Financial Due Diligence : Lead comprehensive financial due diligence efforts for potential acquisitions. This includes analyzing financial statements, projections, other data / documents, and key performance indicators to assess the financial health and viability of target companies, as well as identifying potential financial risks and opportunities associated with acquisitions.

Risk Assessment : Evaluate financial and other deal risks and develop strategies to mitigate them. Collaboration with internal functional area teams is essential to ensure alignment with the organization's risk tolerance.

Evaluation : Provide insights and recommendations based on financial analysis to support informed decision-making to senior leadership. This may also include participating in the pricing and valuation of opportunities and preparing indications of interest and non-binding term sheets.

Cross-Functional Collaboration : Coordination with legal, operational, and other relevant teams, as well as communicating and interacting with key Gallagher stakeholders, such as Regional and Area Presidents, other Gallagher executive leaders, and external advisors like investment bankers and legal counsel. Additionally, the role involves coordinating the integration and migration of acquisitions into AJG's centralized accounting and finance processes within established timeframes.

Reporting and Documentation : Prepare detailed and timely reports and presentations on due diligence findings and ensure accurate documentation of all due diligence activities and outcomes.

Continuous Improvement : Stay updated on industry trends and best practices in financial due diligence. It also involves implementing process improvements to enhance the efficiency and effectiveness of due diligence activities.

About You

Required : Bachelor's degree and 7 years related experience required. Strong analytical skills. Well-rounded commercial and economic awareness and understanding of the financial markets.

Preferred : Bachelor's degree in Accounting, Finance or related field. 5 or more years of related experience required. Excellent, customer-centric oral and written communication skills. Strong technical skills across Microsoft Office Suite, particularly with Microsoft Excel (e.g. HLOOKUP, VLOOKUP, Pivot Tables, Conditional Logic Functions (IF, AND, OR), Financial Functions (NPV, IRR, PV, etc.). Flexibility in terms of working hours, occasional travel. Insurance or insurance brokerage industry experience is a plus, especially with employee benefits. CPA Candidate / Certification is preferred.

Behaviors / Personal Attributes : Detail oriented, strong organization skills, and ability to meet tight deadlines. Highly motivated with a strong work ethic; able to operate independently and with minimal supervision. Strong interpersonal and project management skills. Ability to work and interact smoothly and effectively with multi-faceted teams (e.g. Compliance, Operations, HR, Technology, etc.). Ability to handle pressure, prioritize and manage multiple projects simultaneously and accurately. Analytical thinker with excellent problem-solving skills.

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.