M&A Project Coordinator

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.

Job Description

The Trucordia Mergers & Acquisitions team is seeking a strategic, self-directed Project Coordinator to support our Business Development function. This role is more than administrative - it requires a proactive operator who thrives in a dynamic environment, can anticipate needs, and brings a structured approach to supporting the full lifecycle of M&A activity. You'll work closely with leadership and cross-functional stakeholders to keep transactions and integration efforts running smoothly.

Duties and Responsibilities:

• Track and manage M&A project timelines, deliverables, and key milestones to ensure timely and efficient execution of strategic initiatives.
• Organize and drive due diligence efforts by coordinating with internal departments, compiling relevant documentation, and managing data rooms and shared resources.
• Support post-close integration planning and coordination across business functions, ensuring seamless alignment and execution of integration tasks.
• Prepare executive-level reports, meeting materials, and updates related to M&A activities, including scheduling and supporting leadership reviews.
• Serve as a liaison between internal teams and external partners, ensuring aligned communication, timely execution, and clear visibility across stakeholders.
• Schedule and facilitate internal M&A meetings, including managing agendas, capturing meeting notes, tracking follow-ups, and supporting cross-functional coordination.
• Proactively identify process gaps, roadblocks, or potential delays, and escalate issues as needed to maintain deal momentum and stakeholder alignment.
• Provide executive support for the Senior Vice President by managing inbox communications, scheduling and coordinating executive travel, and supporting calendar logistics.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field
• 3+ years of experience in project coordination, corporate development, or M&A support roles
• Strong organizational skills with an ability to manage multiple priorities and shifting deadlines
• Excellent written and verbal communication skills; able to interact confidently with senior executives and stakeholders
• High attention to detail and comfort working in fast-paced, high-stakes environments
• Proficiency in Microsoft Office Suite and tools such as SharePoint, Smartsheet, or similar project tracking platforms
• Working knowledge of M&A lifecycle stages including diligence and integration
• Experience in a structured project or PMO environment is a plus

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.