Job Description
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, andManaging 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
Background
- 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. Must be able to work across AmeriLife’s Health and Wealth verticals. A deep passion for working on a high volume of deals in a growing, fast-moving environment is required.
Skills
- 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.
Characteristics
- Strong communication, planning, presentation and collaboration skills.
- Ability to thrive in a growing, fast-paced environment. Must be willing to roll up sleeves and get involved in a range of activities in order to nove projects forward.
- 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
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at <.
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.