Gallagher · 5 hours ago
Senior M&A Strategist
Rolling Meadows, IL
Full-time
Onsite
Senior Level
$93K/yr - $182K/yr
7+ years expGallagher is a trusted partner to organizations navigating important people decisions, helping clients build better workplaces. The Senior Mergers & Acquisitions Strategist will lead the evaluation, pricing, and negotiation of M&A opportunities, ensuring alignment with the company's strategic objectives while collaborating with various stakeholders.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Hiring Manager
Tracy Lindsay
Responsibilities
Conduct detailed qualitative and quantitative analysis and valuation of potential acquisition targets using methodologies such as comparable company analysis, precedent transactions, etc., to assist with determining whether acquisition opportunities should be pursued (and if so, at what valuation and under what conditions). You will develop pricing strategies and financial models to support M&A decision-making, assess synergies, risks, and value drivers, and determine the financial viability of potential deals
Lead negotiations with target companies and/or their represented advisors, including terms, pricing, and deal structure. You will prepare and present indications of interest and non-binding term sheets to internal stakeholders, sell-side advisors and target companies, ensuring alignment with organizational goals. Additionally, you will collaborate with legal teams to ensure transaction terms and conditions are structured effectively and in compliance with regulatory requirements
Provide insights and recommendations to senior leadership on potential acquisitions, aligning M&A activities with the organization’s strategic goals and growth objectives. You will work closely with business development teams to identify and evaluate acquisition opportunities that drive long-term value for the company
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
Work closely with internal teams, including finance, legal, operations, HR, IT, etc. to ensure a seamless M&A process. You will also engage with external advisors, such as investment bankers, legal counsel, and consultants, to facilitate deal execution and ensure alignment across all stakeholders. Your role will also involve identifying potential risks and opportunities associated with acquisitions and providing actionable recommendations to mitigate risks and capitalize on opportunities
Prepare detailed reports, presentations, and updates for senior leadership and key stakeholders, ensuring transparency and alignment throughout the M&A process. Your ability to communicate effectively with internal and external parties will be essential in driving successful outcomes
Stay updated on industry trends and best practices with regards to insurance distribution, retirement and wealth management consulting, and HR consulting, including but not limited to M&A activity and valuations. It also involves implementing process improvements to enhance the efficiency and effectiveness of both pricing and 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
8+ or more years of in M&A, investment banking, private equity, or corporate development
Proven expertise in financial modeling, valuation, and deal negotiation
Strong understanding of legal, regulatory, and compliance considerations in M&A transactions
Exceptional analytical, problem-solving, and decision-making skills
Excellent communication and interpersonal skills, with the ability to influence and collaborate with diverse stakeholders
Flexibility in terms of working hours, occasional travel
Insurance or insurance brokerage industry experience is a plus, especially with employee benefits
MBA, CFA and/or 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