Analysis Skills, Best Practices, Brokerage, Communication Skills, Community Support, Compensation and Benefits, Consulting, Continuous Improvement, Customer Relations, Customer Support/Service, Dental Insurance, Diversity, Due Diligence, Embedded Systems, Equal Employment Opportunity (EEO), Finance, Financial Analysis, Fitness, Flexible Spending Accounts, Healthcare, Identify Issues, Insurance, Interpersonal Skills, Investment Analysis, Investment Strategy, Leadership, Maintain Compliance, Market Research, Matching Gift Programs, Medical Conditions, Medical Genetics, Mentoring, Mergers and Acquisitions, Military, Negotiation Skills, People Management, Project/Program Management, Psychiatry and Mental Health, Regulations, Risk Management, Strategic Analysis, Sustainability, Team Lead/Manager, Time Management, Training Program, Training/Teaching, Vision Plan, Willing to Travel, Writing Skills
Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.
Overview:
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:
Primary Areas of Focus
- 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
Manages 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
About you:
Critical Competencies
- 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
#APIntegration
Compensation and benefits:
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- 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
Other benefits include:
- 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...
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Hereto review our U.S. Eligibility Requirements
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 race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.