AmeriLife · 2 months ago
Manager, Corporate Development
Clearwater, FL
Full-time
Onsite
Mid, Senior Level
7+ years expAmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Manager of Corporate Development will support business growth by sourcing, analyzing, and executing mergers and acquisitions, playing a crucial role in driving the company's inorganic growth strategy.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Can act as primary execution manager on transactions, including:
Building business cases and financial models
Creating deal structures
Supporting negotiation of LOIs and purchase agreements, and
Managing the diligence process
Participates well in acquisition sourcing conversations
Contributes to creation of a group training agenda
Responsible for overseeing transactions and also a key resource to junior staff throughout each stage of the M&A evaluation process
Partners closely with the business and operations teams on post-deal integrations
Provides strategic recommendations to senior leadership on optimal deal structures, addressing complex issues, while coaching junior teammates on execution and implementation
Maintain awareness of market trends to identify opportunities for growth within existing offerings and more broadly
Work closely with other members of the Corporate Development team to continue the group’s team based approach
Supports team training and development initiatives
Qualification
Required
Minimum of 7-10 years of working experience, with 5+ years in private equity, internal corporate development, investment banking or similar complex transactional work
Industry experience in or around core Health or Wealth business segments of the company required
Strong foundation in financial statement & analysis, valuation methodologies, accounting and merger consequences
Experience driving multiple business deals through all phases; ability to develop relationships with target firms and then manage and negotiate complex transactions from start to finish
Possesses deal intuition to identify red flags and escalate them
Must be comfortable working with sophisticated investors, as well as to source and develop relationships with acquisition targets, which are often entrepreneurial and independently owned businesses
Adept at analyzing competitive landscapes while providing synthesized analysis, drawing conclusions, and concisely communicating findings
Analytical and strategic thinker with a high attention to detail and who is capable of simultaneously handling multiple projects from multiple stakeholders
Mentor and teach junior team on evaluating M&A opportunities
Proficient in the Microsoft suite including Excel, PowerPoint, Outlook and other transaction execution and implementation tools
Strong communication, planning, presentation and collaboration skills
Ability to thrive in a growing, fast-paced environment
Must be dynamic, imaginative, and entrepreneurial in order to develop and execute new strategic initiatives for AmeriLife
Self-motivated, can-do attitude, problem-solver who can work in a fast-paced environment
Confident and proactive, have high level of accountability for work product
Detail-oriented with a high level of intellectual curiosity
Results-oriented and ability to multi-task
Must be collaborative and work well in a team environment, while also able to work independently as needed
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase