Director, Mergers & Acquisitions Services

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

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