M&A Specialist

Discover a world of endless possibilities at Gallagher Benefit Services, where youll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.

The Mergers & Acquisitions Specialist is primarily focused on developing and supporting the merger and acquisition activities of the organization, under the direction of M&A Leadership. They assist in the evaluation and valuation of acquisition targets, conduct due diligence, negotiate deals, and assist with the integration of acquired companies into the organization.

Responsibilities:

• Substantive testing, including both tests of detail and analytical procedures over historical revenue, compensation, and operating expenses.
• Pro forma modeling by identifying and applying normalization adjustments to historical financial statements.
• Contribute to the financial exhibits included in the financial due diligence reports.
• Collaborate with legal, finance, and other teams to draft and review legal agreements.
•  Identify important risks, opportunities, and integration challenges associated with each transaction.
• Collaborate across various functional areas on M&A transactions at all stages from initial introduction through integration planning and closing.
• Coordinate the integration/migration of acquisitions into AJGs centralized accounting and finance processes within the established timeframes.
• Communication and interaction with key Gallagher stakeholders (i.e., Regional President, Area Presidents, other senior leaders, etc.), external advisors, including investment bankers, legal counsel, and other third-parties.

Required:

• Bachelors degree and 5 years related experience required.

Preferred:

• Bachelors degree in Accounting, Finance or related field.
• 1 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.).
• 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.

#LI-TL1

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 youll 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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 its 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.