Client Service Liaison - M&A Integration

Gallagher•Irvine, CA

5d•Hybrid

About The Position

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.

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

Nice To Haves

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

Responsibilities

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
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
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
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
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
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

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