I am currently mandated on an In-house M&A / Corporate Development Director search for a leading PE Backed Wealth Management firm in England. Due to the nature of the role with client travel they are open on your home location.

• Sector - Financial Services - Wealth Management
• Location - Open to remote with travel

Requirements - MUST HAVE

• Detailed knowledge of the individual process steps of the M&A process.
• Preference for 3+ years experience working within an in-house M&A / Corporate Development role.
• Otherwise 7+ years of relevant experience working in an Corporate Finance / M&A / Deal Advisory.
• Have worked on Financial Services / FIG deals - ideally strong knowledge of the Wealth Management sector within the UK.
• ACA, CFA or relevant qualification.

Candidates must have the right to work in the UK.

Our Client is a highly entrepreneurial Specialist Services business that has recently expanded through acquisition and organic growth. They have now received further support and investment from a Private Equity Fund to help with more rapid expansion. In order to achieve this they now require a hands-on yet strategic CFO who can help the business to achieve success on this next stage of its journey.

Reporting to the CEO and working with a strong leadership team, including an M&A Director, you will manage a small but capable team and be responsible for all areas of Finance with a particular focus upon:

• Ensuring that the business is prepared for M&A processes and that new acquisitions are integrated successfully into the Group
• Develop and enhance Monthly management and internal reporting for insightful decision making
• Help manage costs and look for synergies and efficiencies as the group expands and integrates
• Ensure strong cash-management in a leveraged environment and build strong Treasury management and cash-pooling

Key Requirements for the role:

• Essential: Prior experience of Private Equity and leverage environment
• Essential: Exposure to M&A and be able to demonstrate effective integration of acquisitions
• Essential: fluent in Italian
• Desirable: Services experience ideally within Financial Services or related
• Desirable: Evidence of operating within an entrepreneurial and fast growth environment.