Senior M&A Strategist

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 Senior Mergers & Acquisitions Strategist is responsible for leading and managing the evaluation, pricing, and negotiation of mergers and acquisitions (M&A) for GBS. This senior-level position will act as a trusted buy‑side advisor, preparing indications of interest and non‑binding term sheets, while ensuring alignment with the company’s strategic objectives. The ideal candidate will possess deep expertise in financial analysis, deal structuring, and negotiation, as well as the ability to collaborate effectively with cross‑functional teams and external stakeholders.

Additionally, this position will also be involved in the financial due diligence and integration of merger partners acquired by GBS. 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.

• Pricing and Valuation:
  Conduct detailed qualitative and quantitative analysis and valuation of potential acquisition targets using methodologies such as comparable company analysis, precedent transactions, etc., to assist with determining whether acquisition opportunities should be pursued (and if so, at what valuation and under what conditions). Develop pricing strategies and financial models to support M&A decision‑making, assess synergies, risks, and value drivers, and determine the financial viability of potential deals.
• Negotiation and Deal Structuring:
  Lead negotiations with target companies and/or their represented advisors, including terms, pricing, and deal structure. Prepare and present indications of interest and non‑binding term sheets to internal stakeholders, sell‑side advisors, and target companies, ensuring alignment with organizational goals. Collaborate with legal teams to ensure transaction terms and conditions are structured effectively and in compliance with regulatory requirements.
• Buy‑side Advisory:
  Provide insights and recommendations to senior leadership on potential acquisitions, aligning M&A activities with the organization’s strategic goals and growth objectives. Work closely with business development teams to identify and evaluate acquisition opportunities that drive long‑term value for the company.
• Financial Due Diligence:
  Lead comprehensive financial due diligence efforts for potential acquisitions. Analyze financial statements, projections, other data/documents, and key performance indicators to assess the financial health and viability of target companies, as well as identify potential financial risks and opportunities associated with acquisitions.
• Cross‑Functional
  
  Collaboration:
  
  Work closely with internal teams, including finance, legal, operations, HR, IT, etc., to ensure a seamless M&A process. Engage with external advisors, such as investment bankers, legal counsel, and consultants, to facilitate deal execution and ensure alignment across all stakeholders. Identify potential risks and opportunities associated with acquisitions and provide actionable recommendations to mitigate risks and capitalize on opportunities.
• Reporting and Communication:
  Prepare detailed reports, presentations, and updates for senior leadership and key stakeholders, ensuring transparency and alignment throughout the M&A process. Communicate…