The opportunity
A leading private equity backed wealth management consolidator requires an M&A Manager to bolster the existing teams capabilities.
With an exceptionally strong pipeline and ambitious plans for 2023, the teams new addition will assist on full cycle deal activity, and is likely to be given responsibility to run their own deals from day one.
The role
- Assessing deals pipeline for strategic fit.
- Undertaking all necessary forecasting and valuations duties.
- Being responsible for the preparation and presentation of all deals related documentation,
- Working with the Head of M&A to complete deal structures.
- Management of FDD – Largely dealt with in-house.
- Oversight of all other DD workstreams.
- Executing deals within strict deadlines – Often running multiple deals at once.
- Post completion accounting & reporting.
- 100 day planning and assisting the integrations team with their duties.
- Acting as point of contact for vendors, advisors, and a range of internal stakeholders.
- The preparation of reports and KPIs for review by the PE sponsor.
The requirements
- Exposure to M&A / transactions within the financial services (FIG) space is essential.
- Strong preference for experience of transacting in the wealth management / IFA sector.
- Prior experience in an M&A/Corporate Development, or Transaction Services/Deal Advisory position.
- Superb attention to detail, with the ability to run concurrent deals to strict timelines.
- Excellent communication and presentation skills.
- Ability to work in a high paced environment.
- Proven ability to utilise and develop financial models.
Consultants
Nick Hague
Associate Director
Nick is an experienced Finance and Accountancy recruiter, with over 14 years’ experience of placing high-calibre qualified and executive level professionals across London, the South East, and internationally.
Nick now heads our Corporate Development and M&A Practice working with UK and global clients across funds and their extensive portfolios.
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