Michael Monahan Email and Phone Number

I am responsible for developing and strengthening client relationships and overseeing service delivery for Lockton Companies, a global professional services firm specializing in risk management, employee benefits and retirement services. Our approach across all services is rooted in deep engagement with company stakeholders at the intersection of financial and human capital to understand each business’s unique and evolving needs, circumstances, and goals before advising a solution strategy that most effectively balances those unique factors with best practices and the efficient allocation of resources.Lockton is a global professional services firm with 8,500 associates who advise clients on protecting their people, property, and reputations. We employ a collaborative approach that leverages expertise developed from serving more 65,000 clients from more than 100 offices in 27 countries throughout the world. Our mission is to be the worldwide value and service leader in insurance brokerage, risk management, employee benefits, and retirement services. We have grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.

Author of CIA paramilitary officer PJ Carpenter thriller series. Published works currently include: The Bringer of Death (Dec 2017) and Counter Strike (Jan 2019). Available in print and eBook format on Amazon and at Barnes & Noble.

Worked with defined contribution plan sponsors to deliver holistic advice designed to achieve optimal outcomes for plan participants and sponsoring entities. Delivered strategic advice guided by client's unique and evolving business needs and goals, and implemented solutions that most effectively balanced those factors with fiduciary best practices, prudent decision-making, and procedural due diligence.

Provided consulting services related to the legal, capital structure, and strategic planning needs of closely-held and early-stage enterprises. Projects included: design of capital-raising strategies; enterprise competitive and operational benchmarking; succession planning and related application for certification as a woman-owned business enterprise; and advising on growth, expansion, acquisition and divestiture strategies.

Leader of and collaborator on cross-functional, multi-business unit hypothesis-driven, fact-based, strategic analyses of organic and inorganic growth opportunities for a global Cargill business unit offering customized over-the-counter (OTC) risk management solutions to internal and external customers. Related responsibilities included development and maintenance of quantitative and qualitative competitive landscape and benchmarking analysis, including emerging threat and opportunity analyses, in a dynamic and highly regulated industry.

Co-founder of boutique investment bank with offices in Minneapolis and New York, offering a broad range of M&A and corporate finance advisory services including, buy and sell-side M&A, capital structure and financial restructuring, joint ventures and minority transactions, strategic alternatives and transactions reviews. Formerly held Series 24, 7, 63, and 79 licenses.

General corporate and business law practice that worked closely with clients to develop legal and business strategy relating to the formation and growth of new enterprise. Services included corporate formation and administration, intellectual property, capital-raising transactions (including private placements and mergers and acquisitions), contract and employment law matters, securities law and various state securities compliance.

Applied consultative sales approach to comprehensive SaaS and print products marketed to legal professionals in private practice and public agencies in territories covering the Northeast (1999-2001) and Michigan (2001-2004). Consistently achieved revenue goals and recipient of various awards, including Rookie of the Year and President’s Club.