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Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics by applicable federal, state, or local laws.
Client Service Liaison - M&A Integration
Location
United States
Posted
32 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
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...
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