[Hiring] Client Service Liaison - M&A Integration @Gallagher

Role Description

The Mergers & Acquisitions Project Specialist Lead is responsible for overseeing and managing mergers and acquisitions activity across Arthur J. Gallagher & Co., from initial planning and diligence through transaction execution and post‑merger integration. This role leads complex M&A transactions, often working independently and/or in a lead role over associated project teams, and partners closely with cross‑functional and executive stakeholders to ensure effective execution, governance, and alignment with Gallagher’s strategic growth objectives. The role has a direct impact on enterprise growth, valuation integrity, risk management, and the overall health and effectiveness of Gallagher’s M&A function.

How you'll make an impact

• Leads and delivers mergers, acquisitions, divestitures, and strategic investments of higher complexity.
• Provides financial, analytical, and market insight to support valuation, diligence, and integration decisions.
• Directs cross‑functional teams to ensure alignment, communication, and execution throughout the M&A lifecycle.
• Develops, maintains, and enhances M&A standards, governance, and best practices across the organization.

Manage the M&A Lifecycle

• Oversees the full lifecycle of M&A transactions, from initial planning through post‑merger integration.
• Leads transactions that may include acquisitions, divestitures, and evaluation of potential investments.
• Directs and coordinates cross‑functional project teams to ensure timely execution and collaboration.
• Ensures alignment between transaction objectives, strategic intent, and post‑close integration activities.

Leads Due Diligence, Analysis & Valuation

• Guides initial and confirmatory due diligence to identify key business issues, risks, challenges, and opportunities.
• Analyzes third‑party and in‑house data to support transaction decisions and risk mitigation.
• Develops and reviews pro‑forma financials to validate valuations pre‑ and post‑due diligence.
• Ensures all regulatory, governance, and compliance considerations are identified and addressed.

Provides Strategic & Market Insight

• Researches market conditions, economic outlooks, and industry developments relevant to M&A activity.
• Partners with executive leadership to assess strategic fit, financial impact, and enterprise implications of transactions.
• Communicates complex analyses and recommendations clearly to senior leadership and key stakeholders.

Drives Governance & Continuous Improvement

• Leads development and ongoing enhancement of the M&A playbook, committee approval processes, and company standards.
• Establishes and promotes best practices to improve the consistency, efficiency, and quality of the M&A function.
• Partners with the executive team to strengthen M&A governance and long‑term operating effectiveness.

Leads Project Teams & Knowledge Sharing

• May manage larger M&A project teams and/or provide guidance, training, and mentorship to analytics and project personnel.
• Supports capability building through knowledge sharing, standardization, and continuous improvement efforts.

Qualifications

• Strong business and financial acumen with the ability to assess complex strategic and transactional considerations.
• Proven ability to independently lead complex initiatives and deliver results.
• Creative and decisive problem‑solver with a high level of initiative and accountability.
• Excellent oral, written, negotiation, and executive‑level communication skills.
• Strong interpersonal and project management skills with the ability to manage competing priorities.

Requirements

• Bachelor’s degree in Management, Finance, or a related field.
• Minimum of 7 years of related professional experience.
• Strong working knowledge of the insurance brokerage business.
• Advanced numeric and analytical skills.
• Demonstrated ability to effectively communicate with senior leadership and C‑suite stakeholders.
• Willingness to travel overnight and/or during the day up to approximately 15–20% of the time.

Preferred Qualifications

• Master’s degree.
• Professional certifications or designations in project management or related disciplines.

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
• Charitable matching gift program.
• And more...