M&A Specialist Senior

The role is posted by Gallagher Benefit Services, a trusted partner helping organizations navigate key people decisions and build better workplaces through benefit strategy, well‑being programs, and workforce advisory.

$93,000.00/yr – $/yr

The Mergers & Acquisitions Specialist Senior leads the financial due diligence process for prospective acquisitions, evaluates risks, and participates in pricing, valuation, and the creation of term sheets to support informed, buy‑side decisions.

• Lead comprehensive financial due diligence for potential acquisitions, analysing financial statements, projections, KPIs, and other pertinent data to assess viability and risk.
• Evaluate financial and deal risks, develop mitigation strategies, and collaborate with internal functional teams to align with risk tolerance.
• Provide insights and recommendations based on financial analysis to support senior leadership decisions and participate in pricing, valuation, and term sheet preparation.
• Coordinate with legal, operations, and other relevant teams; communicate with key stakeholders such as Regional and Area Presidents, executive leaders, and external advisors.
• Integrate acquisitions into AJG’s centralized accounting and finance processes within established timelines and prepare detailed reports and presentations on findings.
• Track industry trends, implement process improvements, and maintain high-quality documentation for all due diligence activities.

Required:

• Bachelor’s degree and 7+ years of related experience.
• Strong analytical skills.
• Commercial and economic awareness with understanding of financial markets.

Preferred:

• Bachelor’s degree in Accounting, Finance or related field.
• 5+ years of related experience.
• Excellent oral and written communication skills.
• Advanced Microsoft Office skills, notably Excel (VLOOKUP, Pivot Tables, NPV, IRR, etc.).
• Flexibility for travel and occasional overtime.
• Insurance or employee‑benefits industry experience.
• CPA candidacy or certification.

• Detail oriented, strong organizational skills, and ability to meet tight deadlines.
• Highly motivated, works independently with minimal supervision.
• Strong interpersonal and project‑management skills.
• Comfortable interacting with cross‑functional teams (Compliance, Operations, HR, Technology, etc.).
• Effective at prioritizing and managing multiple concurrent projects.
• Analytical thinker with excellent problem‑solving abilities.

The base salary range reflects the anticipated low and high end of the market. Total compensation will be influenced by education, experience, geography, and skill set. In addition to competitive pay, you’ll receive:

• Medical/dental/vision plans from day one.
• Life and accident insurance.
• 401(k) with Roth option.
• Tax‑advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.

Other benefits include:

• Digital mental health services (Talkspace).
• Flexible work hours (varies by office and role).
• Training and development programs.
• Gallagher Thrive program – wellness workshops and digital fitness tools.
• Charitable matching gift program.
• And more.

Gallagher embraces diverse identities, experiences, and talents. Our commitment to inclusion and equity is reflected in The Gallagher Way, supporting all employees and clients regardless of background.

Gallagher believes all persons are entitled to equal employment opportunity. We prohibit discrimination on the basis of race, color, religion, creed, gender, sexual orientation, gender identity, hair expression, marital status, nationality, disability, veteran status, and any other legally protected characteristic.

One focus of our employment practice is providing reasonable accommodations for qualified individuals with disabilities.

Not Applicable

Full‑time

Business Development and Sales

Insurance