Mergers and Acquisitions Director

Stanton House; Greater London; On-site; GBP 150,000 - 200,000; Full time

Job summary

An established industry player is seeking an Exit Support Consultant for a pivotal 12-month interim role. This exciting opportunity involves collaborating with the CFO to prepare for a major exit, managing the data room, and ensuring all necessary documents are in order for due diligence. The ideal candidate will have a strong background in M&A within the financial services sector, with proven experience in leading transactions and managing due diligence exercises. Join a dynamic team focused on strategic growth and positioning for a successful liquidity event by the end of 2025, while enjoying a competitive day rate in a vibrant London environment.

Qualifications

• 5+ years' post-qualification experience in accounting.
• Proven track record in M&A transactions and due diligence.

Responsibilities

• Collaborate with CFO for business exit preparations and data room management.
• Coordinate document collection with internal teams and external advisors.

Skills

M&A expertise

Financial modeling

Document management

Due diligence

Regulatory understanding (MiFIDPRU)

Education

Qualified Accountant

Job description

This range is provided by Stanton House. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Stanton House is partnering exclusively with a Global Wealth Manager in London to recruit an Exit Support Consultant for a 12-month interim role. With a revenue of £150m and a strong growth trajectory driven by acquisitions, the company is strategically preparing for a major exit. They are seeking a seasoned M&A consultant to help position the Group for a successful liquidity event by the end of 2025.

Responsibilities

• Collaborate with the CFO to prepare for business exit, including all aspects of the data room preparation and management.
• Gather, organise, and review all relevant financial, operational, and legal documents required for due diligence.
• Coordinate with internal teams (finance, legal, operations) to ensure timely and accurate document collection and presentation.
• Work closely with external advisors (lawyers, accountants, investment bankers) to ensure smooth communication and process execution.
• Ensure all financial reports, contracts, and operational data are correctly formatted and accessible in the data room.
• Provide guidance and support to the CFO in responding to due diligence requests and buyer queries.
• Assist in the creation of financial models, valuations, and other exit-related documents, as required.
• Support post-exit activities, such as transition planning and integration support, if needed.

Minimum Requirements

• Qualified Accountant with 5+ years' post-qualification experience (PQE).
• Must have previous wealth manager/IFA experience, with a strong understanding of distribution.
• Proven M&A expertise across both buy-side and sell-side transactions.
• Hands-on experience in leading sell-side transactions within the Financial Services sector, acting as the primary support manager.
• Familiarity with retail financial services distribution including the sales process and terminology.
• Understanding of regulatory solvency under MiFIDPRU.
• Demonstrated ability to manage multiple, concurrent due diligence (DD) exercises across various functions.
• Proven track record of working efficiently under tight deadlines, ensuring timely and high-quality deliverables.

If you believe you meet the criteria outlined above, we encourage you to apply. This is an outside IR35 engagement based in London, offering a competitive day rate in the range of £900pd - £1000pd.

Seniority level

Director

Employment type

Contract

Job function

Accounting/Auditing