Manager of Corporate Development; Due Diligence

World Insurance Associates is a diversified, national brokerage platform with more than $800 million in revenue, 2,500 employees, and 300 offices across the United States. Founded in 2011 and accelerated by Charlesbank’s investment in 2020, the firm drives industry‑leading growth through acquisitions and organic initiatives enhanced by an integrated, data‑enabled operating platform. World serves over 300,000 clients with a value proposition that combines large‑scale resources and personalized service.

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. This leader will evaluate strategic opportunities, identify risks, and provide thorough analysis to support decision‑making at the highest levels of the organization.

• Lead comprehensive, end‑to‑end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, ensuring alignment with the company’s growth strategy and underwriting philosophy.
• Coordinate and manage cross‑functional internal stakeholders (Finance, Legal, Compliance, Integration, Technology) and external advisors (accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines.
• Review and synthesize target company financial statements and insurance‑specific operational KPIs.
• Conduct and oversee quality of earnings assessments, including adjustments for non‑recurring items, revenue recognition, and producer compensation structures.
• Identify and assess transaction risks, develop and present 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.
• Partner closely with integration leaders to embed critical diligence insights 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.
• Prepare executive‑ready communications, including due diligence summaries, risk matrices, and investment committee presentations.

Reporting to the Vice President of Corporate Development (Due Diligence Lead), the Manager of Corporate Development plays a key leadership role in driving World’s aggressive M&A and strategic initiatives, providing significant exposure to the executive team and senior stakeholders at Charlesbank Capital Partners and Goldman Sachs.

The candidate selected for this position will be a creative, out‑of‑the‑box thinker who is intellectually curious and highly motivated, able to work independently and as a team manager. The successful candidate will:

• Be modest, recognizing the accomplishments of the team.
• Be highly motivated with vision and enthusiasm.
• Act comfortably as an individual contributor and as a team manager.
• Deliver on short time frames and meet deadlines.
• Communicate openly and honestly, building trust and respect quickly.
• Possess an entrepreneurial spirit.
• Be comfortable making presentations on short notice.

This New York‑based position offers a competitive…