Job Information
Alliant Insurance Services Director, Mergers & Acquisitions Services* in New York, New York
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
JOB SUMMARY
Responsible for leading the M&A due diligence function for Alliant Specialty by building, growing, and managing the M&A due diligence team, establishing and refining diligence processes and procedures, developing and iterating on diligence scope of work and client deliverables, and spearheading the diligence process for key clients.
Essential Duties and Responsibilities
- Identify, recruit, and develop M&A due diligence team members.
- Develop, refine, and manage the due diligence process/procedures and associated client deliverables.
- Partner with M&A producers throughout the sales process.
- Establish and oversee the post-close broking/service team transition process.
- Lead the due diligence process for key private equity and corporate clients.
- Facilitate the due diligence data collection and organization process.
- Review documents and agreements to identify areas that require additional investigation and follow-up, as needed to further assess status.
- Manage internal and external stakeholders.
- Communicate critical deal issues to internal and client deal teams.
- Defines deal milestones and develop a tracking data request lists.
- Works closely with various internal constituents to move M&A opportunities through the process (e.g. P&C, EB, Cyber, Transactional Liability, etc.).
- Deliver diligence work products to clients.
- Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
- Performs other duties as assigned
QUALIFICATIONS
Bachelor's degree in Finance or related discipline required; MBA preferred
Ten (10) or more years of Business Development/Mergers & Acquisitions experience required
Insurance industry and sales experience preferred
Knowledge, Skills and Abilities
Good problem solving, negotiation and time management skills
Excellent verbal and written communication skills
Excellent conflict management skills
Strong analytical skills; ability to clearly define and frame complex issues
Excellent project management skills with a demonstrated ability to multi-task
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
#LI-RF1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
- Pay TypeSalary
- Min Hiring Rate$400,000.00
- Max Hiring Rate$500,000.00
- New York, NY, USA
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly