Transactional Advisor - Project Manager

Private Equity And M&A Services (PEMA) Relationship Manager

Private Equity and M&A Services (PEMA), a boutique practice within Marsh, is the leading provider of risk management advisory services to private equity investors and corporate clients contemplating a merger or acquisition. PEMA employs Marsh's global platform to deliver innovative, creative and non-traditional uses of risk transfer and insurance capital management. We provide these services seamlessly utilizing a dynamic team of dedicated, highly experienced specialists.

Purpose : Works as a relationship manager to conduct risk management due diligence for private equity and strategic buyers and sellers. Works with corporate client deal teams to facilitate transactions. Manages leveraged purchasing of insurance for key private equity firms and their portfolio companies. Oversees various Marsh resources and Marsh's work with underwriters to ensure quality programs and services.

Due Diligence Project Management : Direct team of risk management product line specialists in reviewing transaction specific exposures, analyzing coverage, actuarial assessment of outstanding and projected self-funded costs, identifying potential uninsured hidden liabilities and estimating pricing for recommended coverages, transaction specific coverages and post-close coverages. Draft and deliver due diligence reports and oversee new and renewal risk management programs.

What Can You Expect?

• Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if additional coverages should be considered post-close.
• Identify risk and insurance related-issues that may impact transaction value.
• Project estimated annual cost of risk for a target company's insurance program on a post-closing basis and provide a comparison of such against prior year costs.
• Identify current insurance-related outstanding liabilities and determine if an adjustment to balance sheet may be warranted.

What Is In It For You?

We Will Count On You To :

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What Makes You Stand Out :