M&A Team Lead

The M&A Team Lead directs and oversees the team responsible for due diligence reports related to mergers and acquisitions within Lockton Midwest. This person is responsible for managing both Risk (insurance) and People Solutions (employee benefits) due diligence process for our private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.

Role Responsibilities

1. Responsible for managing and leading both Risk and People Solutions due diligence process for our private equity and corporate clients, including:

• Assigning due diligence projects to team based upon capacity, level of expertise, and existing client relationships
• Providing subject matter expert guidance and leadership to M&A Transaction Advisors
• Leading advisory services on complex mergers and acquisitions transactions.
• Requesting, gathering and organizing applicable documentation;
• Reviewing and analyzing applicable documentation with an eye for identifying and quantifying deal impactful issues relevant to a financial buyer;
• Soliciting subject matter expertise, where necessary, from internal Lockton resources;
• Coordinating with other third-party due diligence work streams, including transaction liability, legal, quality of earnings analysis and business strategy as the primary Lockton deal contact person; and
• Drafting a written analysis of the property & casualty insurance plans in place and how they will be impacted by the contemplated transaction. Findings to include a financial analysis, coverage analysis and identification of program deficiencies and transition issues.

2. Responsible for delivering and communicating transactional deal issues as they arise, and our final written findings to the client -the private equity buyer or operating company C-suite executives.

3. Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.

4. Supervise and provide cross-training to Transaction Advisors to enhance understanding and application of processes, projects, and procedures.

5. Proactively makes alterations to processes and procedures to enhance quality and efficiency of the diligence process.

6. Drives business planning for the M&A team.

7. Creates benchmarks and best practices to measure degree of success in due diligence process and analysis.

8. Uses market intelligence to develop integrated revenue/expense analyses, valuation of opportunities, projections, reports and presentations.

9. Establishes a consistent framework and process within organization, including financial analysis

10. Performs other responsibilities and duties as needed.

Competencies

1. Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
2. Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal and external clients
3. Client Focus: Practices Lockton's motto, "We Live Service," while serving Clients' needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
4. Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
5. Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
6. Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area

Qualifications

1. Minimum of a Bachelor's Degree in a business-related field or equivalent experience and/or work experience.
2. Master's in Business Administration or Certified Public Accountant is a plus.
3. 7-10 years' experience in the insurance industry with a broad understanding of the various property & casualty insurance coverages, programs and services.
4. Strong understanding of risk financing and risk management concepts and application.
5. Experience and knowledge with mergers and acquisition processes and the private equity deal environment.
6. Excellent project management and organizational skills. Proven ability in managing multiple projects to successful completion.
7. Strong verbal and written communication skills, and the ability to translate insurance, financial and legal concepts to disparate audiences.
8. Solid understanding of financial statements and relation to insurance concepts.
9. Advanced working knowledge of Microsoft products (Word, Excel, Outlook, Teams, PowerPoint) or similar software applications.
10. Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
11. Required insurance licenses or ability to obtain immediately.
12. Understands industry trends and governmental regulations
13. Ability to efficiently organize work and manage time in order to meet deadlines
14. Ability to complete continuing education requirements as needed
15. Ability to attend company, department, and team meetings as required, including industry training sessions
16. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
17. Ability to travel by automobile and aircraft