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KPMG US · 13 hours ago

Manager, M&A Due Diligence & Execution (Insurance Sector Focus, Including MGAs)

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

KPMG is a leading advisory firm experiencing rapid growth and high client demand. They are seeking a Manager to lead due diligence engagements in the insurance sector, focusing on operational assessments and integration strategies.

Financial Services

No H1B

Responsibilities

Lead buy-side and sell-side due diligence engagements, including actuarial reserve reviews, capital adequacy assessments, and distribution economics

Assess target operating models across underwriting, claims, policy administration, and MGA relationships to identify synergies and risks

Develop integration and separation strategies that address regulatory constraints (e.g., state-level DOI approvals), legacy system dependencies, and producer network impacts

Collaborate with actuarial, finance, and technology teams to deliver comprehensive transaction support

Advise on MGA acquisition strategies, including evaluation of delegated authority, commission structures, and underwriting performance

Build trusted relationships with senior executives across carriers, MGAs, and insurtechs

Contribute to thought leadership on insurance M&A trends, such as run-off transactions, embedded insurance, and vertical integration of distribution

Qualification

M&A OperationsOperational Due DiligencePerformance ImprovementFinancial Services AnalysisProject ManagementBusiness AcumenAnalytical SkillsChange ManagementProblem Solving

Required

Minimum of five years external consulting experience in a client-facing strategy discipline at a Big 4 firm, major strategy firm, or a boutique strategy firm, with a focus on private equity due diligence, operational due diligence, and performance improvement; additional relevant work experience, ideally within M&A Operations for a private equity or Fortune 100 firm is preferred

Bachelor's degree from an accredited college/university, preferably in Business Administration, Engineering, or other related field; Masters degree in Business Administration from an accredited college/university is preferred

Experience helping Financial Services firms conduct thorough analysis of potential acquisition targets, including assessing and executing operational due diligence and performance improvements; solid experience in project/program management, strategic cost management, operational improvement, customer profitability, discount optimization, organizational restructuring, change management and/or corporate turnarounds

Strong business acumen with deep analytical/problem solving skills and the ability to understand how business model decisions impact operating model design/execution across operations, technology, and organizational design

Ability and willingness to travel as necessary

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)