Alliant Insurance Services · 1 day ago
Mergers & Acquisitions Consultant - Employee Benefits
United States
Full-time
Remote
Senior Level
6+ years expAlliant Insurance Services is a leading insurance brokerage firm dedicated to creating employee benefits solutions. The Mergers & Acquisitions Consultant will be responsible for analyzing acquisition opportunities, conducting due diligence, and collaborating with internal and external partners to assess transactional risks and manage projects.
ConsultingFinancial ServicesInsurance
Responsibilities
Perform due diligence on acquisition opportunities, including, but not limited to: collecting and analyzing financial and operational reports and data, reviewing customers and contracts, and evaluating management and employees
Lead the due diligence processes with internal and external partners and work collaboratively with internal deal and integration team and external legal, tax, and accounting firms
Review and Analyze data to assess suitability and impact to potential acquisition for clients, including HR
Payroll and Employee Benefits cost and program structure
Review transaction structure, status and deal timing to determine due diligence content
Review client’s inventory in data room, and document to identify/follow-up on missing items
Project manage and review due diligence to coordinate with other third party advisors and stakeholders for timely adjustments for purchase agreement and negotiations
Develop and maintain library of turn-key proprietary templates and content resources for all phases including pre and post-acquisition of an M&A deal
Prepare reports on findings from analysis and assessments of data from potential acquisition’s data room and other sources
Respond to senior management at Alliant and Private Equity firm client questions
Create and prepare data & reports with other deal teams within Alliant M&A practice
Ensure all final reporting addresses open items and corrective action, to facilitate transactional risk placements, including Reps & Warranties
Peer-review reports and analysis of other team members
Contribute to developing and improving processes in private equity practice
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Present findings to Private Equity firms, as needed
Qualification
Required
Bachelor's Degree in Business, Accounting, Finance, Economics or related field or equivalent combination of education and experience
Six (6) or more years of related work experience in employee benefits/insurance, human resources or in mergers and acquisitions
Experience in project management
Excellent verbal and written communication skills
Demonstrated passion for analytics and the insights realized from processing raw information and data
Excellent problem solving and time management skills with ability to work independently
Ability to meet deadlines
Ability to thrive in a fast-paced environment with multiple competing priorities
High ability to meet deadlines
High level of attention to detail
Advanced in MS Word, MS Excel, and PowerPoint
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services 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 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase