Director, Financial Services M&A | London, UK
Director, Financial Services M&A | London, UK

Director, Financial Services M&A | London, UK

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead M&A transactions, from analysis to negotiation and closing.
  • Company: Interpath Advisory is a leading firm in Financial Services M&A.
  • Benefits: Enjoy 26 days annual leave, private medical insurance, and a discretionary bonus scheme.
  • Why this job: Join a dynamic team, drive strategic growth, and make impactful decisions in the financial sector.
  • Qualifications: Must be ACA qualified with 10+ years in professional services and 5+ years in Financial Services M&A.
  • Other info: Opportunity to mentor and lead a team while building a strong professional network.

The predicted salary is between 43200 - 72000 £ per year.

Director, Financial Services M&A Interpath Advisory London, United Kingdom 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) Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr

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Contact Detail:

Interpath Advisory Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Director, Financial Services M&A | London, UK

✨Tip Number 1

Network strategically within the Financial Services sector. Attend industry events, webinars, and conferences to connect with key players in M&A, particularly those focused on Wealth and Insurance markets. Building relationships with investment bankers and other professionals can open doors to opportunities.

✨Tip Number 2

Stay updated on the latest trends and regulatory changes in the Financial Services industry. This knowledge will not only enhance your discussions with potential employers but also demonstrate your commitment to staying ahead in the field.

✨Tip Number 3

Prepare to discuss your past M&A experiences in detail. Be ready to share specific examples of how you've successfully led transactions, managed teams, and navigated complex negotiations. This will showcase your expertise and suitability for the Director role.

✨Tip Number 4

Leverage your existing professional network to seek referrals or insights about the role. A recommendation from someone within the industry can significantly boost your chances of landing an interview and ultimately securing the position.

We think you need these skills to ace Director, Financial Services M&A | London, UK

Mergers and Acquisitions Expertise
Financial Analysis
Due Diligence
Deal Structuring
Negotiation Skills
Stakeholder Management
Market Research
Risk Assessment
Relationship Building
Leadership and Mentoring
Client Pitch Development
Regulatory Knowledge
Strategic Thinking
Project Management
Entrepreneurial Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant 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, express your passion for the role and the company. Highlight your strategic mindset and how your experience aligns with their objectives in the Wealth and Insurance sectors.

Showcase Your Network: Mention your well-developed professional network in the Financial Services sector. This can include relationships with investment bankers and industry players that could benefit the company.

Demonstrate Industry Knowledge: In your application, reference current industry trends and regulatory developments. Show that you are proactive in identifying risks and opportunities, which is crucial for the role.

How to prepare for a job interview at Interpath Advisory

✨Showcase Your M&A Expertise

Make sure to highlight your extensive experience in Financial Services M&A during the interview. Be prepared to discuss specific deals you've led, focusing on your role in the end-to-end process, from due diligence to closing.

✨Demonstrate Strategic Thinking

Since this role requires aligning M&A activities with business strategy, come prepared with examples of how you've successfully identified and evaluated M&A opportunities that contributed to growth objectives in previous roles.

✨Build Rapport with Stakeholders

Emphasise your ability to build and maintain relationships with key industry players. Share anecdotes about how you've effectively communicated and collaborated with various stakeholders, including executives and legal teams, to ensure successful deal execution.

✨Stay Updated on Industry Trends

Show your knowledge of current trends and regulatory developments in the Financial Services sector. Discuss how you've proactively identified risks and opportunities in past transactions, demonstrating your commitment to continuous improvement and innovation.

Director, Financial Services M&A | London, UK
Interpath Advisory
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