[Remote] Mergers & Acquisitions Consultant - Employee Benefits
Note: The job is a remote job and is open to candidates in USA. Alliant 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.
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
Skills
• 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 to meet employees’ needs now and in the future
• A very competitive financial package
Company Overview
• Alliant Insurance Services is a distributor of diversified insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is https://alliant.com.
Company H1B Sponsorship
• Alliant Insurance Services has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 2 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
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
Skills
• 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 to meet employees’ needs now and in the future
• A very competitive financial package
Company Overview
• Alliant Insurance Services is a distributor of diversified insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is https://alliant.com.
Company H1B Sponsorship
• Alliant Insurance Services has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 2 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now