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Manager, M&A Due Diligence & Execution; Banking​/Capital Markets

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: KPMG US
Full Time position
Listed on 2026-02-06
Job specializations:
  • Management
    Risk Manager/Analyst
  • Finance & Banking
    Risk Manager/Analyst
Job Description & How to Apply Below
Position: Manager, M&A Due Diligence & Execution (Banking / Capital Markets)

Overview

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally.

If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

KPMG is currently seeking a Manager to join our KPMG Strategy practice.

Responsibilities
  • Lead buy-side and sell-side due diligence engagements, including actuarial reserve reviews, capital adequacy assessments, and distribution economics
  • Assess target operating models across underwriting, claims, policy administration, and MGA relationships to identify synergies and risks
  • Develop integration and separation strategies that address regulatory constraints (e.g., state-level DOI approvals), legacy system dependencies, and producer network impacts
  • Collaborate with actuarial, finance, and technology teams to deliver comprehensive transaction support
  • Advise on MGA acquisition strategies, including evaluation of delegated authority, commission structures, and underwriting performance
  • Build trusted relationships with senior executives across carriers, MGAs, and insurtechs
  • Contribute to thought leadership on insurance M&A trends, such as run-off transactions, embedded insurance, and vertical integration of distribution
Qualifications
  • Minimum of five years external consulting experience in a client-facing strategy discipline at a Big 4 firm, major strategy firm, or a boutique strategy firm, with a focus on private equity due diligence, operational due diligence, and performance improvement; additional relevant work experience, ideally within M&A Operations for a private equity or Fortune 100 firm is preferred
  • Bachelor's degree from an accredited college/university, preferably in Business Administration, Engineering, or other related field;
    Masters degree in Business Administration from an accredited college/university is preferred
  • Experience helping Financial Services firms conduct thorough analysis of potential acquisition targets, including assessing and executing operational due diligence and performance improvements; solid experience in project/program management, strategic cost management, operational improvement, customer profitability, discount optimization, organizational restructuring, change management and/or corporate turnarounds
  • Strong business acumen with deep analytical/problem solving skills and the ability to understand how business model decisions impact operating model design/execution across operations, technology, and organizational design
  • Ability and willingness to travel as necessary
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
Salary and Benefits

KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations.

In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your…

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