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- Tasks: Lead M&A transactions, from analysis to negotiation, in the Financial Services sector.
- Company: Join a dynamic firm focused on mid-market Wealth and Insurance M&A advisory.
- Benefits: Enjoy 26 days annual leave, private medical insurance, and a discretionary bonus scheme.
- Why this job: Be part of strategic deals that shape the financial landscape while working with industry leaders.
- Qualifications: Must be ACA qualified with 10+ years in professional services and 5+ years in Financial Services M&A.
- Other info: Opportunity to mentor team members and grow your professional network.
The predicted salary is between 72000 - 108000 £ per year.
As a Director, Financial Services M&A (Mergers and Acquisitions) Advisory, you will play a pivotal role in advising clients and executing strategic transactions, with a particular focus on mid-market Wealth and Insurance markets. You will collaborate with a fellow Director, who leads our specialist lending M&A offering, to strengthen our overall Financial Services M&A offering.
You will lead and oversee the full M&A lifecycle from initial analysis and due diligence to deal structuring, negotiation and closing. This role requires a seasoned M&A professional with a deep market knowledge, strong financial acumen, and the ability to build and manage relationships with key stakeholders throughout complex transactions.
Key Accountabilities:
- Collaborate with senior leadership to align M&A activities with overall business strategy
- Identify and evaluate M&A opportunities that align with the company's growth objectives
- Build and maintain relationships with key industry players, investment bankers, and other relevant parties
- Conduct thorough financial analysis, market research, and due diligence on potential targets
- Assess risks and opportunities associated with each transaction and provide recommendations
- Develop and recommend deal structures that align with strategic objectives and financial considerations
- Work closely with legal and financial teams to ensure compliance and successful deal execution
- Lead negotiations with target companies, ensuring favourable terms and conditions for the organization
- Interface with internal stakeholders, including executives and department heads, to ensure alignment on M&A strategies and objectives
- Communicate effectively with external stakeholders, such as target companies, investment bankers, and legal advisors
- Leverage internal expertise across debt advisory, financial diligence, value creation and post-merger integration to enhance deal execution and value realisation
- Continuously monitor industry trends, regulatory developments and competitor activity to proactively identify risks and opportunities
Requirements:
- ACA qualified with a minimum 10 year's experience within professional services or similar
- 5 years of direct Financial Services M&A transactions experience as the lead advisor
- Extensive execution experience on end-to-end deals (closed deal experience)
- Proven sell-side transaction experience within the Wealth and Insurance sectors
- Strong experience of leading discussions with senior client executives and target management
- Demonstrated experience of managing and mentoring team members
- Review financial models and database systems
- Experience creating and supporting the delivery of client pitches
- Ability to handle multiple assignments simultaneously
- Assist in initiating and extending group marketing and client development effort
- The ability to thrive in a dynamic, client-centric environment
- A strategic mindset with a passion for innovation and continuous improvement
- Strong work ethic, organisational skills and ability to multitask
- Ability to grow a business and act entrepreneurially
- Holds a well-developed network professional network & relationships, clients and target professionals
Benefits:
- Annual leave 26 days (in addition to Public/Bank Holidays)
- Private medical insurance
- Life Assurance (4x salary)
- Group Income Protection
- Holiday buy (up to 10 days via salary sacrifice)
- Workplace pension scheme
- Discretionary bonus scheme
- Discounted gym membership
- Dental Insurance (optional, BUPA)
- Critical Illness Insurance (optional)
Director, Financial Services M&A employer: Interpath
Contact Detail:
Interpath Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Financial Services M&A
✨Tip Number 1
Network strategically within the Financial Services sector. Attend industry events, webinars, and conferences where you can meet key players in M&A. Building relationships with investment bankers and other professionals can give you insights into potential opportunities.
✨Tip Number 2
Stay updated on market trends and regulatory changes in the Wealth and Insurance sectors. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and your ability to provide valuable insights.
✨Tip Number 3
Prepare for interviews by practising your negotiation skills. Given the importance of deal structuring and negotiations in this role, being able to articulate your approach and past experiences will set you apart from other candidates.
✨Tip Number 4
Leverage your existing professional network to seek referrals or recommendations. A strong endorsement from someone within the industry can significantly increase your chances of landing an interview for this position.
We think you need these skills to ace Director, Financial Services M&A
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in Financial Services M&A, particularly your leadership roles and successful transactions. Use specific metrics to demonstrate your impact.
Craft a Compelling Cover Letter: In your cover letter, emphasise your strategic mindset and ability to build relationships with key stakeholders. Mention your experience in leading discussions with senior executives and how it aligns with the company's objectives.
Showcase Relevant Experience: Detail your direct experience with end-to-end M&A transactions, especially within the Wealth and Insurance sectors. Highlight any sell-side transaction experience and your role in negotiations.
Demonstrate Industry Knowledge: Include insights on current industry trends and regulatory developments that could impact M&A activities. This shows your proactive approach and deep market knowledge, which are crucial for the role.
How to prepare for a job interview at Interpath
✨Showcase Your M&A Expertise
As a Director in Financial Services M&A, it's crucial to demonstrate your extensive experience in managing end-to-end deals. Be prepared to discuss specific transactions you've led, focusing on your role in due diligence, negotiations, and deal structuring.
✨Understand the Market Landscape
Familiarise yourself with current trends in the Wealth and Insurance sectors. Highlight your knowledge of recent regulatory changes and competitor activities, as this will show your proactive approach to identifying risks and opportunities.
✨Build Relationships
Emphasise your ability to build and maintain relationships with key stakeholders. Prepare examples of how you've successfully collaborated with senior executives, investment bankers, and legal teams to achieve favourable outcomes in past transactions.
✨Demonstrate Strategic Thinking
Articulate your strategic mindset by discussing how you align M&A activities with overall business objectives. Be ready to share your thoughts on potential growth opportunities and how you would approach them within the company's framework.
