SUMMARY

Responsible for contributing to Alliant's Merger & Acquisition (M&A) Practice by analyzing and reviewing data room content. Provide detailed analysis on opportunities and conduct assessments to review transactional risks associated with client's potential acquisitions through the due diligence process. Independently lead projects and work directly with Alliant producers and private equity clients.

ESSENTIAL DUTIES AND 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;

• Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

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

SKILLS

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

#LI-AQ1

• Connecticut, USA
• New Jersey, USA
• New York, NY, USA