M&A Specialist Senior

Introduction

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.

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.

• Financial Due Diligence:
  Lead comprehensive financial due diligence efforts for potential acquisitions. Analyze financial statements, projections, other documents, and key performance indicators to assess the financial health and viability of target companies, and identify potential financial risks and opportunities.
• Risk Assessment:
  Evaluate financial and other deal risks and develop strategies to mitigate them. Collaborate with internal functional area teams to ensure alignment with the organization’s risk tolerance.
• Evaluation:
  Provide insights and recommendations based on financial analysis to support informed decision‑making for senior leadership. Participate in the pricing and valuation of opportunities and prepare indications of interest and non‑binding term sheets.
• Cross‑Functional
  
  Collaboration:
  
  Coordinate with legal, operational, and other relevant teams, and communicate with key stakeholders such as Regional and Area Presidents, other executive leaders, and external advisors like investment bankers and legal counsel. Coordinate the integration and migration of acquisitions into the company’s centralized accounting and finance processes within established time frames.
• 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, and implement process improvements to enhance the efficiency and effectiveness of due diligence activities.

• Bachelor’s degree and 7 years related experience.
• Strong analytical skills.
• Well‑rounded commercial and economic awareness and understanding of the financial markets.

• Bachelor’s degree in Accounting, Finance or related field.
• 5 or more years of related experience.
• 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, Financial Functions).
• Flexibility in terms of working hours and occasional travel.
• Insurance or insurance brokerage industry experience is a plus, especially with employee benefits.
• CPA Candidate/Certification is preferred.

• Detail oriented, strong…