Lead Human Capital Diligence Advisor

Gallagher•Glendale, CA

About The Position

The Lead Human Capital Diligence Advisor is a senior individual contributor who leads Human Capital due diligence engagements for private equity sponsors, portfolio companies, and corporate acquirers. The role combines Employee Benefits and retirement expertise with transaction advisory experience, while helping establish Gallagher’s Human Capital diligence capability. The Advisor works within compressed transaction timelines, evaluates incomplete information, and translates findings into decision support for sponsors, investment committees, legal counsel, and other transaction stakeholders. The role also independently manages complex engagements and helps establish repeatable methodologies, operating procedures, quality standards, and practice infrastructure.

Requirements

8–12+ years of Employee Benefits consulting experience.
Significant M&A and diligence experience.
Demonstrated Health & Welfare expertise.
Working knowledge of retirement plans and fiduciary issues.
Experience supporting private equity or M&A transactions.
Strong client communication and transaction-management capabilities.

Responsibilities

Lead Health & Welfare and Defined Contribution retirement diligence reviews.
Conduct management meetings and diligence interviews.
Analyze benefit plan design, compliance, fiduciary, and cost-related risks.
Develop transaction-focused findings, observations, and recommendations.
Support private equity sponsors, corporate development teams, attorneys, and transaction advisors.
Identify Human Capital-related opportunities requiring specialized Gallagher expertise.
Contribute to diligence methodologies, DRLs, report templates, and practice protocols.
Assist in developing training materials and quality standards.
Mentor future Advisors and Associates.