M&A Lead

Hoxton Wealth; Dubai; Hybrid; AED 300,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Hoxton Wealth is seeking a strategic and execution-driven professional to support both the pre-deal evaluation and post-acquisition integration of financial planning businesses.

You will build models supporting due diligence and manage acquisition workstreams pre-close, then ensure acquired businesses are fully integrated into our operations, culture and technology stack post-close.

Qualifications

• Background in consulting, transaction services, M&A, or corporate finance.
• Big 4 experience to ensure financial rigor and reporting standards.
• Strong experience in financial planning, insurance, or broader financial services.

Responsibilities

• 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 diligence stages.

Skills

Financial modelling

M&A

Corporate finance

Big 4 experience

Financial services

Project management

Stakeholder management

Strategic thinking

Hands-on execution

Growth mindset

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 were 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 Were 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 Youll 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