Manager of Corporate Development (Due Diligence)

World Insurance Associates, LLC.•New York, NY

19d•$100,000 - $140,000

About The Position

Manager of Corporate Development (Due Diligence) will serve as a pivotal contributor within World’s corporate development team, overseeing the comprehensive execution and management of all due diligence activities related to mergers and acquisitions. Operating within a dynamic, fast-paced environment characterized by a high volume of transactions, this leader will play a central role in evaluating strategic opportunities, identifying risks, and ensuring thorough analysis to support informed decision-making at the highest levels of the organization.

Requirements

M&A Experience: The ideal candidate will have at least 3-5 years of M&A experience, with a proven track record leading financial due diligence.
Industry Experience: The ideal candidate has spent the bulk of their transaction services or deal advisory career working with services clients and ideally has some exposure to insurance or financial services.
Financial Acumen: The ideal candidate will have deep experience leading Quality of Earnings (QoE) analyses, with a demonstrated ability to manage and execute complex financial evaluations across a range of transaction scenarios.
Strategic Guidance: Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations.
Mentorship: The ideal candidate has shown an interest and ability to manage / develop junior team members.
Cultural Add: The ideal candidate is a self-starter; humble, able to roll up their sleeves, and inspire confidence in leadership.
Be modest in nature, recognizing the accomplishments of the team before the individual.
Be highly motivated and possess vision and enthusiasm.
Be comfortable acting as an individual contributor and as a team manager (Player/Coach).
Understand how to deliver on short time frames and be committed to meeting deadlines.
Communicate in an open and honest way that quickly builds trust and respect.
Possess an entrepreneurial spirit.
Be comfortable on his/her feet making presentations.

Responsibilities

Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, including independent, regional, and specialty firms, ensuring alignment with the company’s growth strategy and underwriting philosophy.
Coordinate and manage cross-functional internal stakeholders (e.g., Finance, Legal, Compliance, Integration, Technology) and external advisors (e.g., accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines.
Review and synthesize target company financial statements, insurance-specific operational KPIs (e.g., premium retention, carrier mix, loss ratios.
Conduct and oversee quality of earnings (QoE) assessments, including adjustments for non-recurring items, revenue recognition, and producer compensation structures, to ensure accurate valuation and sustainable cash flow metrics.
Identify and assess transaction risks, including revenue concentration, client churn, regulatory infractions, contingent liabilities, E&O exposures, and workforce or cultural issues, while developing and presenting mitigation strategies to key stakeholders.
Support valuation modeling and financial structuring, including working capital normalization, earn-out scenario planning, and alignment of deal terms with financial diligence findings; collaborate with legal counsel on purchase agreement language.
Partner closely with integration leaders to ensure that critical diligence insights—such as contractual obligations, system gaps, and personnel issues—are embedded into post-close integration plans and risk management protocols.
Maintain, and continuously enhance a standardized due diligence playbook and toolkit tailored for insurance brokerage acquisitions, promoting consistency, efficiency, and knowledge sharing across the corporate development function.
Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations, enabling data-driven decision-making by senior leadership and private equity sponsors.