Director, Financial Services M&A

TN United Kingdom; London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Financial Services M&A Advisory to lead strategic transactions in the mid-market Wealth and Insurance sectors. This pivotal role involves overseeing the entire M&A lifecycle, from due diligence to negotiation and closing, while collaborating with senior leadership to align activities with the company's growth objectives. The ideal candidate will possess extensive experience in managing complex transactions, building relationships with key stakeholders, and demonstrating strong financial acumen. Join a dynamic team and play a crucial role in shaping the future of financial services through innovative M&A strategies.

Qualifications

• Minimum 10 years’ experience in professional services or similar.
• At least 5 years of direct Financial Services M&A transactions experience.

Responsibilities

• Lead and oversee the full M&A lifecycle from analysis to closing.
• Collaborate with senior leadership to align M&A activities with business strategy.

Skills

Financial Analysis

M&A Transactions

Stakeholder Management

Negotiation Skills

Market Research

Education

ACA Qualified

Tools

Financial Modelling Software

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

b5be7173ea4f

Job Views:

7

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

As a Director, Financial Services M&A (Mergers and Acquisitions) Advisory, you will play a pivotal role in advising clients and executing strategic transactions, focusing 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 deep market knowledge, strong financial acumen, and the ability to build and manage relationships with key stakeholders throughout complex transactions.

Key Accountabilities:

1. Collaborate with senior leadership to align M&A activities with overall business strategy.
2. Identify and evaluate M&A opportunities that align with the company's growth objectives.
3. Build and maintain relationships with key industry players, investment bankers, and other relevant parties.
4. Conduct thorough financial analysis, market research, and due diligence on potential targets.
5. Assess risks and opportunities associated with each transaction and provide recommendations.
6. Develop and recommend deal structures that align with strategic objectives and financial considerations.
7. Work closely with legal and financial teams to ensure compliance and successful deal execution.
8. Lead negotiations with target companies, ensuring favourable terms and conditions for the organization.
9. Interface with internal stakeholders, including executives and department heads, to ensure alignment on M&A strategies and objectives.
10. Communicate effectively with external stakeholders, such as target companies, investment bankers, and legal advisors.
11. Leverage internal expertise across debt advisory, financial diligence, value creation, and post-merger integration to enhance deal execution and value realisation.
12. Continuously monitor industry trends, regulatory developments, and competitor activity to proactively identify risks and opportunities.

Requirements:

1. ACA qualified with a minimum of 10 years’ experience within professional services or similar.
2. At least 5 years of direct Financial Services M&A transactions experience as the lead advisor.
3. Extensive experience in end-to-end deal execution (closed deals).
4. Proven sell-side transaction experience within the Wealth and Insurance sectors.
5. Strong experience leading discussions with senior client executives and target management.
6. Experience managing and mentoring team members.
7. Ability to review financial models and database systems.
8. Experience creating and supporting client pitches.
9. Ability to handle multiple assignments simultaneously.
10. Assist in initiating and extending group marketing and client development efforts.
11. Ability to thrive in a dynamic, client-centric environment.
12. Strategic mindset with a passion for innovation and continuous improvement.
13. Strong work ethic, organizational skills, and ability to multitask.
14. Entrepreneurial mindset to grow a business.
15. Well-developed professional network, including clients and target professionals.