At a Glance
- Tasks: Lead M&A deals from start to finish using innovative AI tools.
- Company: Join Dealflowagent, an AI-driven M&A firm backed by top investors.
- Benefits: Earn a competitive salary plus commission and equity with uncapped potential.
- Other info: Dynamic startup environment with opportunities for significant financial growth.
- Why this job: Transform investment banking while building strong client relationships and closing impactful deals.
- Qualifications: 3+ years in M&A or investment banking with a proven track record.
Dealflowagent.com is an AI-native M&A advisory firm backed by early investors in SpaceX, Canva, and Notion, focused on transforming how owner-managed businesses are sold.
As a Senior M&A Advisor at Dealflowagent.com, you will own the end-to-end deal lifecycle for owner-managed businesses. Leveraging proprietary AI tools like Sage and Sterling, you will manage 5–8 sell-side campaigns simultaneously. You are the primary engine of revenue, driving every stage from initial client onboarding and CIM preparation to buyer outreach and successful closing.
Location: London, UK
Why this role is remarkable:
- Uncapped financial upside with a structure where high performers can realistically earn £250k–£400k+ through a generous 10–15% commission on every closed deal.
- Backed by world-class venture capital, providing the stability of a high-growth firm with a relentless startup pace.
- Pioneer the future of investment banking by using custom-built AI systems to automate data-heavy tasks, allowing you to focus on high-value client relationships and complex negotiations.
What You Will Do:
- Lead the entire deal execution process from engagement to close, including data room management, personalizing Confidential Information Memorandums (CIMs), and facilitating buyer-seller introductions.
- Execute systematic, data-driven buyer outreach campaigns to identify and qualify strategic acquirers for businesses in sectors like fire safety, healthcare, and building services.
- Act as the primary point of contact for clients, shepherding business owners through the emotional 12-week process of selling their life's work while maintaining trust and deal momentum.
The ideal candidate:
- 3+ years of experience in M&A advisory, investment banking, or corporate development, with a proven track record of closing transactions in the £1M–£300M range.
- Exceptional client-facing confidence and emotional intelligence, capable of building rapport with C-suite executives and pushing back respectfully when necessary during high-stakes negotiations.
- An 'operator' mindset with high AI fluency, viewing automation as leverage to increase capacity and obsessively building SOPs to improve internal deal-making systems.
Senior M&A Advisor (£72k + Equity) at Dealflowagent employer: Jack & Jill
At Dealflowagent, we pride ourselves on being an innovative employer that champions the fusion of technology and human expertise in the M&A advisory space. Our London-based team enjoys a dynamic work culture that fosters collaboration and creativity, with unparalleled opportunities for financial growth and professional development through our AI-driven approach. Join us to be part of a forward-thinking firm backed by top-tier investors, where your contributions directly impact the future of investment banking.
StudySmarter Expert Advice🤫
We think this is how you could land Senior M&A Advisor (£72k + Equity) at Dealflowagent
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Jack & Jill, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Jack & Jill.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Jack & Jill.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Jack & Jill, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior M&A Advisor (£72k + Equity) at Dealflowagent
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Jack & Jill want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Jack & Jill.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Jack & Jill will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Jack & Jill. Numbers speak louder than words!
How to prepare for a job interview at Jack & Jill
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Jack & Jill want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJack & Jill.
