M&A Manager - Corporate Development

Craven Street Wealth is an award-winning Chartered financial planning and wealth management firm, helping individuals, families and businesses make confident financial decisions.

We combine expert advice with a personal approach, building long-term relationships that help our clients achieve their goals. With offices across London and the South of England, our teams work collaboratively to deliver outstanding service and tailored financial planning solutions.

As part of Quanta Group, we are backed by the strength of a wider financial services group that includes Wealthtime and Copia Capital. While each business operates independently, we share a commitment to delivering excellent client outcomes, supporting our people to grow and creating an environment where everyone can thrive.

We know that our success comes from our people. That is why we are committed to creating a supportive, collaborative culture where everyone can develop their skills, contribute ideas and build a rewarding career.

To support the Group's inorganic growth strategy by identifying, assessing and progressing potential acquisition opportunities, with a particular focus on financial analysis, valuation modelling, transaction coordination and due diligence.

The individual will work closely with the Finance Director and senior leadership team to support acquisitions from initial screening through to completion and integration.

Key Responsibilities:

M&A Pipeline Management and Deal Sourcing

• Research and identify potential acquisition targets, primarily within the wealth management and financial advice sector.
• Maintain and manage the M&A pipeline, including tracking opportunities, deal stages and next steps.
• Liaise with brokers, intermediaries and potential acquisition targets.
• Undertake initial assessments of opportunities against agreed acquisition criteria.

Financial Analysis and Valuation

• Review financial information provided by potential acquisition targets.
• Analyse key metrics including AUA, revenue, recurring income, EBITDA, profitability, adviser productivity and client concentration.
• Prepare and maintain financial models, including valuations, adjusted EBITDA calculations and potential synergies.
• Assess different transaction structures, including upfront and deferred consideration.
• Identify key financial and commercial risks.

Transaction Execution and Due Diligence

• Coordinate the M&A process from initial screening through to completion.
• Prepare information requests and track outstanding information.
• Support financial, commercial, operational and regulatory due diligence.
• Liaise with internal teams and external advisers, including legal, tax and corporate finance.
• Maintain transaction trackers, action logs and deal timetables.
• Assist with the preparation and review of Heads of Terms and other transaction documentation.

Investment Papers and Management Reporting

• Prepare acquisition screening reports and investment scorecards.
• Draft investment papers and approval memorandums for senior management, the Board and shareholders.
• Prepare financial analysis and presentations to support investment decisions.
• Maintain accurate reporting on pipeline progress, potential valuations and expected completion dates.

Post-Acquisition Integration Support

• Support the financial and operational integration of acquired businesses.
• Assist in tracking acquisition synergies, cost savings and financial performance against investment assumptions.
• Work with Finance and Operations to ensure appropriate handover following completion.

This isn't an exhaustive list and responsibilities may evolve over time to meet the needs of the business.

Specialist Skills, Qualifications and Experience:

Essential:

• Approximately 3–5 years of experience in M&A, corporate finance, transaction services, investment banking or corporate development.
• Strong financial analysis and Excel modelling skills.
• Good understanding of financial statements, valuation methodologies and EBITDA adjustments.
• Experience reviewing financial information and preparing commercial analysis.
• Strong organisational and project management skills.
• Excellent written communication skills, including preparing management reports and presentations.
• Ability to manage multiple workstreams independently and work to tight deadlines.
• Strong attention to detail and a proactive, hands‑on approach.

Desirable:

• Experience within wealth management, financial planning or the wider financial services sector.
• Understanding of IFA acquisition models, recurring revenue and AUA-based valuations.
• Experience supporting transactions through due diligence and completion.
• ACA, ACCA, CFA or equivalent qualification (qualified or part-qualified).

Skills and Knowledge:

• Strong communication and relationship-building skills.
• Good organisational and time-management skills.
• Ability to manage competing priorities effectively.
• Strong attention to detail and accuracy.
• A proactive and solution-focused approach.
• Ability to work independently and as part of a team.
• Comfortable using Microsoft Office and other relevant business systems.

We recognise that great candidates come from a variety of backgrounds and experiences. If you're excited by the opportunity but don't meet every requirement, we'd still love to hear from you.

At Craven Street Wealth, we believe in supporting our people both professionally and personally. In return for your contribution, you'll have access to a range of benefits including:

• Competitive salary.
• Hybrid working, with time split between home and office.
• Discretionary annual bonus.
• 34 days holiday per calendar year, including bank holidays, with the option to purchase up to five additional days per year.
• Supported and encouraged professional development.
• Contributory pension scheme
• Medical cashback plan, helping cover the cost of everyday healthcare expenses such as dental treatment, eye care and physiotherapy.
• Occupational sick pay scheme.
• Group income protection scheme.
• Life assurance scheme
• Cycle to Work scheme.
• Up to 10 hours of volunteering leave each year.
• Opportunities for internal progression within Craven Street Wealth and across the wider Quanta Group.
• A collaborative and supportive culture where colleagues are encouraged to grow, contribute and succeed.

Craven Street Wealth is an equal opportunities employer and we're committed to creating an inclusive workplace where everyone feels valued, respected and able to be themselves.

We recognise that people work in different ways and bring different experiences, perspectives and ideas. We believe these differences make us stronger and help us deliver better outcomes for our clients and colleagues.

We welcome applications from everyone, regardless of background, beliefs, culture, gender identity, ethnicity, sexual orientation, disability or long‑term health condition.

If you require any reasonable adjustments during the recruitment process, please let us know and we'll do our best to support you.

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