Director, Financial Services M&A

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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)

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  IT Services and IT Consulting

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