World Insurance Associates LLC · 6 hours ago
Manager of Corporate Development (Due Diligence)
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $140K/yr
3+ years expWorld Insurance Associates LLC is a rapidly growing national brokerage platform with a focus on mergers and acquisitions. The Manager of Corporate Development (Due Diligence) will oversee due diligence activities related to M&A transactions, evaluate strategic opportunities, and ensure thorough analysis to support informed decision-making.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
Qualification
Required
At least 3-5 years of M&A experience, with a proven track record leading financial due diligence
Experience working with services clients and ideally has some exposure to insurance or financial services
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
Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations
Interest and ability to manage / develop junior team members
Self-starter; humble, able to roll up their sleeves, and inspire confidence in leadership
Creative, out-of-the-box thinker who is intellectually curious with a demonstrated interest in learning
Self-motivated, high-energy individual who can easily function in a high demand, performance-driven environment
Ability to work on multiple tasks in parallel
Strong leadership skills, with the ability to gain credibility with team members and senior management
Modest in nature, recognizing the accomplishments of the team before the individual
Highly motivated and possess vision and enthusiasm
Comfortable acting as an individual contributor and as a team manager (Player/Coach)
Understanding of how to deliver on short time frames and be committed to meeting deadlines
Ability to communicate in an open and honest way that quickly builds trust and respect
Possess an entrepreneurial spirit
Comfortable making presentations
Benefits
Competitive benefits package
Company
World Insurance Associates LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
1001-5000 employees
H1B Sponsorship
World Insurance Associates LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Chris Badger
Principal, Gulf States Division Leader
John Cicchelli
Head of Employee Benefits: North America
Recent News
2026-01-20
Dallas Innovates
2026-01-07
Company data provided by crunchbase