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: Director
Employment type: Full-time
Job function: Accounting/Auditing
Industries: IT Services and IT Consulting #J-18808-Ljbffr