Director, Financial Services M&A

5 days ago

London, Greater London, United Kingdom Interpath Advisory Full time

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

Key Accountabilities:
  • Collaborate with senior leadership to align M&A activities with overall business strategy.
  • Identify and evaluate M&A opportunities that align with the company's growth objectives.
  • Build and maintain relationships with key industry players, investment bankers, and other relevant parties.
  • Conduct thorough financial analysis, market research, and due diligence on potential targets.
  • Assess risks and opportunities associated with each transaction and provide recommendations.
  • Develop and recommend deal structures that align with strategic objectives and financial considerations.
  • Work closely with legal and financial teams to ensure compliance and successful deal execution.
  • Lead negotiations with target companies, ensuring favourable terms and conditions for the organization.
  • Interface with internal stakeholders, including executives and department heads, to ensure alignment on M&A strategies and objectives.
  • Communicate effectively with external stakeholders, such as target companies, investment bankers, and legal advisors.
  • Leverage internal expertise across debt advisory, financial diligence, value creation and post-merger integration to enhance deal execution and value realisation.
  • Continuously monitor industry trends, regulatory developments and competitor activity to proactively identify risks and opportunities.
Minimum Requirements:
  • ACA qualified with a minimum 10 year's experience within professional services or similar.
  • 5 years of direct Financial Services M&A transactions experience as the lead advisor.
  • Extensive execution experience on end-to-end deals (closed deal experience).
  • Proven sell-side transaction experience within the Wealth and Insurance sectors.
  • Strong experience of leading discussions with senior client executives and target management.
  • Demonstrated experience of managing and mentoring team members.
  • Review financial models and database systems.
  • Experience creating and supporting the delivery of client pitches.
  • Ability to handle multiple assignments simultaneously.
  • Assist in initiating and extending group marketing and client development effort.
  • The ability to thrive in a dynamic, client-centric environment.
  • A strategic mindset with a passion for innovation and continuous improvement.
  • Strong work ethic, organisational skills and ability to multitask.
  • Ability to grow a business and act entrepreneurially.
  • Holds a well-developed network professional network & relationships, clients and target professionals.
Benefits:
  • Annual leave 26 days (in addition to Public/Bank Holidays)
  • Private medical insurance
  • Life Assurance (4x salary)
  • Group Income Protection
  • Holiday buy (up to 10 days via salary sacrifice)
  • Workplace pension scheme
  • Discretionary bonus scheme
  • Discounted gym membership
  • Dental Insurance (optional, BUPA)
  • Critical Illness Insurance (optional)
#J-18808-Ljbffr

  • Remote M&A Director

    3 weeks ago

    London, Greater London, United Kingdom Selby Jennings Full time

    Get AI-powered advice on this job and more exclusive features.Associate Vice President - Investment BankingAbout the Role:Join a leading global technology investment firm known for its innovative approach and dynamic growth. We specialise in identifying and acquiring high-potential companies in the IT services sector, driving value and growth through...

  • Remote M&A Director

    5 days ago

    London, Greater London, United Kingdom Selby Jennings Full time

    Get AI-powered advice on this job and more exclusive features.Associate Vice President - Investment BankingAbout the Role:Join a leading global technology investment firm known for its innovative approach and dynamic growth. We specialise in identifying and acquiring high-potential companies in the IT services sector, driving value and growth through...

  • Director, Financial Operations

    4 days ago

    London, Greater London, United Kingdom black Full time

    Join us on our mission to make a better world of work.Culture Amp is the world's leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and develop...

  • M&A Tax Associate Director

    3 weeks ago

    London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    M&A Tax Associate Director - Clear Path to Director And BeyondLondonUp to £120,000 + Car Allowance + BonusJoin a superb Big 4 M&A Tax team, working with some of the largest financial services firms on high-profile deals across the UK and Europe. This is an opportunity to take the lead on major transactions, expand your expertise, and build lasting client...

  • M&A Tax Associate Director

    5 days ago

    London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    M&A Tax Associate Director - Clear Path to Director And BeyondLondonUp to £120,000 + Car Allowance + BonusJoin a superb Big 4 M&A Tax team, working with some of the largest financial services firms on high-profile deals across the UK and Europe. This is an opportunity to take the lead on major transactions, expand your expertise, and build lasting client...

  • Director of Engineering

    3 days ago

    London, Greater London, United Kingdom Culture Amp Full time

    Director of Engineering - Core ExperiencesSydneyJoin us on our mission to make a better world of work.Culture Amp is the world's leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee...

  • M&A Associate Director

    3 weeks ago

    London, Greater London, United Kingdom Warner Scott Recruitment Full time

    M&A Associate Director - Consumer, Retail, LeisureWarner Scott Recruitment London, United KingdomPosted: 1 day agoJob Type: Hybrid Job PermanentSalary: GBP95000 - GBP110000 per annumWe are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading...

  • German M&A Advisory Director

    5 days ago

    London, Greater London, United Kingdom Page Executive Full time

    About Our ClientOur client is a well-established, large organisation in the financial services sector. Noted for its influence within the banking industry, the company has a strong presence in London and is known for fostering a supportive environment that values innovation and excellence.Job DescriptionOur market leading Corporate & Investment Banking...

  • German M&A Advisory Director

    3 hours ago

    London, Greater London, United Kingdom Page Executive Full time

    About Our ClientOur client is a well-established, large organisation in the financial services sector. Noted for its influence within the banking industry, the company has a strong presence in London and is known for fostering a supportive environment that values innovation and excellence.Job DescriptionOur market leading Corporate & Investment Banking...

  • Group Finance Director – Global Financial Services

    15 hours ago

    London, Greater London, United Kingdom Altus Partners Full time

    Group Finance Director – Global Financial ServicesAltus Partners are delighted to be mandated by a significant large-cap, high performing private-equity asset within financial services in the search for a global number 2 in finance. The Group Finance Director mandate will spearhead FP&A and Group Strategy with a broad remit of commercial responsibility for...

  • M&A Associate Director

    5 days ago

    London, Greater London, United Kingdom Warner Scott Recruitment Full time

    We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities.Key Responsibilities:Lead...

  • M&A Tax Associate Director

    3 weeks ago

    London, Greater London, United Kingdom Pro-Tax Full time

    M&A Tax Associate Director - Clear Path to Director And BeyondDo you have the right skills and experience for this role Read on to find out, and make your application.Location: LondonSalary: Up to £120,000 + Car Allowance + BonusJoin this superb Big 4 M&A Tax team, working with some of the largest financial services firms on high-profile deals across the UK...

  • M&A Associate Director

    3 weeks ago

    London, Greater London, United Kingdom Warner Scott Recruitment Full time

    M&A Associate Director - Consumer, Retail, LeisureWarner Scott Recruitment London, United Kingdom Posted: 1 day agoJob Type: Hybrid Job Permanent Salary: GBP95000 - GBP110000 perannum We are seeking a highly skilled Consumer M&A AssociateDirector to join a leading global firm in London. The successfulcandidate will play a key role in executing and leading...

  • M&A Associate Director

    5 days ago

    London, Greater London, United Kingdom Warner Scott Recruitment Full time

    Job Description Overview:We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities.Key...

  • Director, Go To Market Systems New Chicago, IL

    4 days ago

    London, Greater London, United Kingdom Culture Amp Full time

    Join us on our mission to make a better world of work.Culture Amp is the world's leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and develop...

  • Financial Director

    7 days ago

    London, Greater London, United Kingdom Investigo Full time

    Get AI-powered advice on this job and more exclusive features.Principle Consultant - Helping Senior Finance Professionals secure Jobs across Hertfordshire and EssexMy client is seeking a commercially focused Financial Director to support and drive the ongoing growth of a highly successful business with a great product.Working closely with the Managing...

  • Director, Go To Market Systems New San Francisco

    4 days ago

    London, Greater London, United Kingdom Culture Amp Full time

    Join us on our mission to make a better world of work.Culture Amp is the world's leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and develop...

  • Group Finance Director – Global Financial Services

    6 days ago

    London, Greater London, United Kingdom Altus Partners Full time

    THE SEARCH:Altus Partners are delighted to be mandated by a significant large-cap, high performing private-equity asset within financial services in the search for a global number 2 in finance. The Group Finance Director mandate will spearhead FP&A and Group Strategy with a broad remit of commercial responsibility for the executives, reporting directly to...

  • Assistant Director, Healthcare M&A

    3 days ago

    London, Greater London, United Kingdom Goodman Masson Full time

    Assistant Director, Healthcare M&A - mid-marketInvestment Banking & Private Equity recruitmentMy client is a globally renowned brand with an excellent track record in mid-market Healthcare & Life Sciences M&A. They offer access to deals, exposure to clients, a stable career path, and an excellent work/life balance for the M&A industry. Their Industrials team...

  • M&A Tax Director

    3 weeks ago

    London, Greater London, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.M&A Tax Director - Business Development Focused, Greater LondonClient: Capital Tax RecruitmentLocation: Greater London, United KingdomJob Category: OtherEU work...