Director - M&A, Financial Services

Ullr Search; Greater London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An exciting opportunity has arisen for a Director in Financial Services M&A Advisory with a dynamic advisory team. In this pivotal role, you will lead and execute strategic transactions within the mid-market Wealth and Insurance sectors. Your extensive market knowledge and financial expertise will be crucial in navigating complex deals. Collaborate with key stakeholders, conduct thorough analyses, and mentor team members while staying informed on industry trends. This role offers a chance to make a significant impact in a fast-paced environment, driving growth and innovation in the financial services sector.

Qualifications

• 10+ years in professional services with M&A focus.
• Proven track record in executing financial services transactions.

Responsibilities

• Drive M&A strategy and execution aligned with business goals.
• Conduct financial analysis and due diligence for acquisitions.

Skills

M&A Strategy

Financial Analysis

Stakeholder Management

Negotiation Skills

Financial Modeling

Client Relationship Management

Market Research

Team Leadership

Entrepreneurial Mindset

Education

Bachelor's Degree

Master's Degree

Job description

Direct message the job poster from Ullr Search

An exciting opportunity has arisen for a Director, Financial Services M&A Advisory to join a dynamic and growing advisory team. In this role, you will play a pivotal part in advising clients and executing strategic transactions, with a particular focus on mid-market Wealth and Insurance markets.

As a senior member of the team, you will be responsible for leading and executing M&A transactions from initial analysis and due diligence through to deal structuring, negotiation, and closing. This position requires a seasoned professional with extensive market knowledge, financial expertise, and stakeholder management skills to navigate complex transactions successfully.

Responsibilities

• Drive M&A strategy and execution, ensuring alignment with business objectives.
• Identify and assess potential M&A opportunities within the Financial Services sector.
• Develop and manage relationships with key industry stakeholders, including investors, financial institutions, and advisors.
• Conduct financial analysis, market research, and due diligence to evaluate potential acquisitions or sales.
• Structure and negotiate deals that align with strategic and financial goals.
• Collaborate with legal and financial teams to facilitate smooth transaction execution.
• Lead discussions and negotiations with target companies to secure favorable terms.
• Work cross-functionally with internal teams to ensure seamless integration of M&A activities.
• Utilize internal expertise in debt advisory, financial diligence, value creation, and post-merger integration to enhance deal execution.
• Stay informed on industry trends, competitor activity, and regulatory developments.

Requirements

• 10+ years of experience in professional services or a related field.
• 5+ years of direct experience leading Financial Services M&A transactions.
• Proven track record in end-to-end deal execution, including closed deal experience.
• Expertise in sell-side transactions within the Wealth and Insurance sectors.
• Strong experience engaging with senior client executives and target management teams.
• Demonstrated ability to mentor and manage team members.
• Proficiency in financial modeling and analysis.
• Experience developing client pitches and contributing to business development efforts.
• Ability to manage multiple priorities in a fast-paced, client-centric environment.
• Entrepreneurial mindset with a passion for growing a business.
• Established professional network and industry relationships.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting and Finance

• Industries

  Financial Services and Business Consulting and Services

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