M&A Lead

Hoxton Wealth; Dubai; Hybrid; AED 120,000 - 200,000; Full time

Job summary

A forward-thinking wealth management firm is seeking a strategic individual to support the acquisition and integration of financial planning businesses. This role involves building detailed financial models and managing integration efforts post-acquisition. Ideal candidates will have M&A exposure, strong financial modelling skills, and experience in consulting or corporate finance. You will gain direct exposure to board-level M&A strategies and work in an entrepreneurial environment focused on results and integrity.

Benefits

Direct exposure to board-level M&A strategy

Leadership position in growing business

International exposure across markets

Collaborative, entrepreneurial environment

Qualifications

• Background in consulting, transaction services, M&A, or corporate finance required.
• Strong experience in financial planning, insurance, or broader financial services.
• Comfortable leading strategic thinking and hands-on execution.

Responsibilities

• Build and manage detailed financial models for target businesses.
• Conduct commercial and operational analysis as part of deal assessment.
• Design and deliver 100-day integration plans across technology and people.

Skills

Financial modelling

Commercial analysis

Project management

Stakeholder influence

M&A exposure

Consulting background

Job description

Location: Dubai / Hybrid

Reports to: Revenue Director & CFO

Type: Full-Time Permanent

About the Business

Hoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK Middle East and Asia we are focused on acquiring and integrating quality advisory businesses into our platform all while maintaining a people‑first high‑integrity culture.

Role Overview

We are looking for a strategic and execution‑driven individual to support both the pre‑deal evaluation and post‑acquisition integration of financial planning businesses.

You will be responsible for building models supporting due diligence and managing acquisition workstreams pre‑close then ensuring acquired businesses are fully integrated into our operations culture and technology stack post‑close.

This is a high‑impact role working directly with the leadership team offering autonomy, variety and the opportunity to shape how we scale.

Key Responsibilities

Pre‑Merger (Origination to Completion)

• Build and manage detailed financial models for target businesses (EBITDA revenue splits adviser performance earn‑out scenarios)
• Conduct commercial and operational analysis as part of deal assessment
• Support deal structuring, term sheet drafting and investor/board presentations
• Coordinate with legal, compliance and finance through each stage of diligence

Post‑Merger Integration

• Design and deliver 100‑day integration plans across technology, compliance, people and culture
• Work with regional leaders and acquired principals to ensure smooth transition and adviser retention
• Lead onboarding to group systems (CRM reporting, compliance workflows)
• Create dashboards and processes to track performance, integration risks and milestones

What We’re Looking For

• Background in consulting transaction services M&A or corporate finance
• Seeking a candidate with Big 4 experience to ensure high‑level financial rigor, M&A exposure and best‑in‑class reporting standards
• Strong experience in financial planning, insurance or broader financial services
• Exceptional financial modelling, commercial analysis and project management skills
• Ability to work across functional teams and influence stakeholders at all levels
• Comfortable leading both strategic thinking and hands‑on execution
• A mindset that thrives in growth‑stage, fast‑paced, international businesses

What You’ll Get

• Direct exposure to board‑level M&A strategy and execution
• A leadership position in a growing forward‑thinking wealth business
• International exposure and the chance to work across multiple markets
• A collaborative entrepreneurial environment with a focus on results and integrity