Manager, Corporate Development

** Our Company
** Explore how you can contribute  over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
** Job Summary
** Ameri Life is the industry’s leading independent marketing organization (IMO)   and RIA. They develop, market, distribute and administer life and health   insurance, annuities, and retirement planning solutions to enhance the lives   of pre-retirees and retirees across the United States. Ameri Life has partnered with the nation’s leading insurance carriers to provide value and quality to customers through a national distribution network of:

• Over 300,000 insurance agents and advisors  
• 70 separately branded marketing organizations  
• 50 insurance agency locations  • $15B of RIA assets under management     Thomas H. Lee Partners (“THL”) purchased a majority stake in Ameri Life from J.C. Flowers & Co in 2020. Established in 1974, THL is one of the oldest and most experienced private equity firms in the United States. Based in Boston, MA, THL has 95+ investment professionals and a senior team averaging over two decades of relevant experience.

Since its inception, the firm has raised more than $34 billion of equity capital, invested in more than 160 businesses with an aggregate purchase price of over $210B, and completed more than 500 add-on transactions.
Genstar Capital joined THL as an equal investor in June 2022, creating a   strong foundation to accelerate Ameri Life’s next stage of growth and   development. Genstar is a San Francisco-based leading PE firm that has been actively investing in high-quality companies for over 30 years. Genstar works in   partnership with its management teams to build industry-leading businesses   while generating outsized returns.

Genstar currently has approximately $49B   of assets under management and pursues investments in target segments of   the financial services, software, healthcare, and industrial industries. Most   recently, the firm closed Fund XI in April 2023 with approximately $12.6B in   total commitments. Genstar has consistently been ranked as a Top 6 Private   Equity firm globally  (out of ~500 PE firms) by HEC-Dow Jones   Private Equity Performance Reports.
The Manager of Corporate Development will be responsible for supporting overall business growth by sourcing, analyzing, and executing mergers and acquisitions.
Ameri Life began pursuing a deep acquisition strategy in 2020, after having received its investment from Thomas H. Lee Partners. Since then, the company has completed nearly 100 acquisitions across various M&A strategies in both its Health and Wealth business segments. Ameri Life and its businesses are high performing and tripled in EBITDA since 2020. This is a proven acquisition and integration platform within a highly fragmented market and there remains a massive go-forward opportunity to continue to achieve outsized growth.

The company is also at an exciting inflection point to pursue various-sized transactions across multiple lines of business and M&A strategies. In January, the Corporate Development team announced the acquisition of Crump, the largest transaction in the industry’s history, which further helped build the firm’s holistic Wealth management business across life, annuities and wealth management.
The successful candidate will be comfortable as an outspoken advisor   and thought partner to the Head of Corporate Development, and other members of the Executive Leadership Team (ELT). The Manager will be a leader in sourcing, execution and strategy for transactions across all Ameri Life’s Health and Wealth lines of business. This role is crucial in driving Ameri Life’s inorganic growth strategy and will see a tremendous amount of deal flow, S/he will be able to see the tangible impact of her/his work and will also be responsible for mentoring the junior team and helping the team develop worldclass corporate development…