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- Tasks: Lead financial workstreams for M&A, conduct due diligence, and develop valuation methodologies.
- Company: Join True Potential, a growing financial services business with a collaborative culture.
- Benefits: Gain exposure to high-profile M&A activities and interact with senior leadership.
- Why this job: Shape the future of M&A in a dynamic environment while owning your deliverables.
- Qualifications: Accountancy qualification or relevant experience in M&A and financial modelling.
- Other info: Enjoy a hybrid working model based in Newcastle with a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Blair West are supporting True Potential to find an M&A Business Partner. This role sits within the Business Unit Finance team as part of the wider centralised Group Finance function and will play a pivotal role in delivering the adviser recruitment M&A strategy. Working within a small, specialist team, this position leads the financial, analytical and governance elements of the deal lifecycle, providing insight to the BU Executive Committee, Board and Group CFO.
The opportunity:
- Lead the end-to-end financial workstream of adviser recruitment M&A activity, from initial screening through to transaction approval.
- Conduct detailed financial and operational due diligence on adviser client books, ensuring consistent and robust evaluation standards.
- Develop, refine and apply valuation methodologies aligned to Group Finance investment criteria.
- Build and maintain sophisticated financial models assessing cashflows, returns and sensitivities.
- Deliver data-led insight into revenue quality, client demographics, attrition trends and long-term value drivers.
- Drive automation and scalability across the due diligence and analytics process in partnership with data and technology teams.
- Support capital planning and capacity management, aligning deal pipeline with funding and cashflow considerations.
- Prepare high-quality reporting for the BU Executive Committee, Board and Group Finance, ensuring strong governance and control throughout the M&A process.
You’ll be the ideal candidate for this position if you have:
- A recognised accountancy qualification (ACA, ACCA, CIMA or equivalent) or relevant corporate finance experience.
- Strong experience in M&A, transaction support, corporate finance or commercially focused finance roles.
- A proven track record in financial modelling, valuation and return analysis.
- Experience working with large, complex datasets to generate meaningful commercial insight.
- Exposure to operating within a matrix structure, partnering across Business Unit and central finance functions.
- The ability to confidently present complex financial analysis to Executive Committee and Board-level stakeholders.
- Ideally, experience within financial services, wealth management or client-book based business models.
- Experience improving or automating analytical and due diligence processes.
The benefits included with this opportunity:
- Exposure to high-profile, strategically significant M&A activity within a growing financial services business.
- Direct interaction with senior leadership, including Executive Committee and Group CFO.
- The opportunity to shape and enhance due diligence, valuation and governance frameworks.
- A collaborative, high-accountability team environment with genuine ownership of deliverables.
- Hybrid working model based in Newcastle.
Our commitment: Blair West is an equal-opportunity employer. We embrace diversity and inclusion at every stage of the recruitment process. We are committed to fairness, equality, and ongoing diversity training for our team to give our candidates and clients a feeling of belonging during their experience with us. If you require reasonable adjustments at any stage during your experience with us, please speak to your consultant.
M&A Business Partner employer: Blair West
Contact Detail:
Blair West Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land M&A Business Partner
✨Network Like a Pro
Get out there and connect with people in the finance and M&A space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals already working in M&A or finance roles. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can really make you stand out when applying through our website.
✨Showcase Your Skills
Prepare a portfolio of your financial models, valuations, and any analytical work you've done. When you land that interview, having tangible examples of your skills will help you shine. We want to see how you can bring value to the team!
✨Follow Up Like a Boss
After interviews or networking events, always send a follow-up message. Thank them for their time and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows you’re proactive—qualities we love to see at StudySmarter!
We think you need these skills to ace M&A Business Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the M&A Business Partner role. Highlight your relevant experience in financial modelling, valuation, and M&A activities. We want to see how your skills align with what True Potential is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the job description and show your enthusiasm for working with True Potential.
Showcase Your Analytical Skills: Since this role involves a lot of financial analysis, make sure to showcase your analytical skills in your application. Provide examples of how you've worked with complex datasets and delivered insights that drove decision-making.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets the attention it deserves. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Blair West
✨Know Your Numbers
As an M&A Business Partner, you'll need to be comfortable with financial data. Brush up on your financial modelling and valuation techniques before the interview. Be ready to discuss how you've applied these skills in past roles, especially in M&A contexts.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to analyse large datasets. Think of examples where you've turned complex data into actionable insights. This will show that you can deliver the data-led insights that True Potential is looking for.
✨Understand the Governance Framework
Familiarise yourself with governance and control processes in M&A. Be prepared to discuss how you've ensured strong governance in previous roles, as this is crucial for the position. Highlight any experience you have in preparing reports for senior stakeholders.
✨Be Ready to Collaborate
This role involves working within a small, specialist team and across various functions. Think about times when you've successfully partnered with others to achieve a goal. Emphasise your collaborative approach and how it aligns with the team's high-accountability environment.