Brian Gallagher

Brian Gallagher is a seasoned professional in the field of investment banking, currently serving as the Director of Investment Banking at Persient LLC, a firm specializing in mergers and acquisitions. Based in San Diego, California, Gallagher has accumulated over ten years of experience in the M&A advisory sector, where he has worked with a diverse range of clients, including entrepreneurs, family-owned businesses, private equity firms, and corporate buyers.13

Educational Background and Professional Experience:: Gallagher holds a Bachelor’s Degree in Business Administration from Ohio University. He is also a licensed Certified Public Accountant (CPA) in California, which complements his extensive financial expertise. Before joining Persient LLC, he was involved with boutique middle-market investment banking and Big Four financial services, where he developed a deep understanding of the challenges faced by companies during mergers and acquisitions.123

Roles and Responsibilities:: At Persient LLC, Gallagher plays a crucial role in advising clients throughout the M&A process, helping them navigate complex transactions and achieve optimal outcomes. His responsibilities include transaction structuring, financial analysis, and strategic planning to enhance the value for business owners looking to sell or merge their companies.12

Professional Affiliations:: Gallagher is actively engaged in various professional organizations and holds Series 63 and 79 licenses from SEC/FINRA. His involvement in these organizations reflects his commitment to maintaining high standards of practice within the investment banking industry.13

Overall, Brian Gallagher's combination of practical experience and educational background positions him as a key asset in the field of mergers and acquisitions.