Gallagher · 3 hours ago
M&A Specialist Senior
Rolling Meadows, IL
Full-time
Hybrid
Senior Level
$93K/yr - $182K/yr
7+ years expGallagher Benefit Services is a trusted partner to organizations navigating important people decisions. The Mergers & Acquisitions Specialist Senior is responsible for leading the financial due diligence process for potential acquisitions, requiring strong analytical skills and collaboration with cross-functional teams.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Hiring Manager
Tracy Lindsay
Responsibilities
Financial Due Diligence: Lead comprehensive financial due diligence efforts for potential acquisitions. This includes analyzing financial statements, projections, other data/documents, and key performance indicators to assess the financial health and viability of target companies, as well as identifying potential financial risks and opportunities associated with acquisitions
Risk Assessment: Evaluate financial and other deal risks and develop strategies to mitigate them. Collaboration with internal functional area teams is essential to ensure alignment with the organization’s risk tolerance
Evaluation: Provide insights and recommendations based on financial analysis to support informed decision-making to senior leadership. This may also include participating in the pricing and valuation of opportunities and preparing indications of interest and non-binding term sheets
Cross-Functional Collaboration: Coordination with legal, operational, and other relevant teams, as well as communicating and interacting with key Gallagher stakeholders, such as Regional and Area Presidents, other Gallagher executive leaders, and external advisors like investment bankers and legal counsel. Additionally, the role involves coordinating the integration and migration of acquisitions into AJG’s centralized accounting and finance processes within established timeframes
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. It also involves implementing process improvements to enhance the efficiency and effectiveness of due diligence activities
Qualification
Required
Bachelor's degree and 7 years related experience required
Strong analytical skills
Well-rounded commercial and economic awareness and understanding of the financial markets
Preferred
Bachelor's degree in Accounting, Finance or related field
5 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.)
Flexibility in terms of working hours, occasional travel
Insurance or insurance brokerage industry experience is a plus, especially with employee benefits
CPA Candidate/Certification is preferred
Benefits
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
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase