M&A Lead

HoxtonWealth

About the job M&A Lead Location: Dubai / Hybrid Reports to: Revenue Director & CFO Type: Full-Time, Permanent About the Business Hoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK, Middle East, and Asia, we're focused on acquiring and integrating quality advisory businesses into our platform, all while maintaining a people-first, high-integrity culture. Role Overview We are looki About the job M&A Lead Location: Dubai / Hybrid Reports to: Revenue Director & CFO Type: Full-Time, Permanent About the Business Hoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK, Middle East, and Asia, we're focused on acquiring and integrating quality advisory businesses into our platform, all while maintaining a people-first, high-integrity culture. Role Overview We are looking for a strategic and execution-driven individual to support both the pre-deal evaluation and post-acquisition integration of financial planning businesses. You will be responsible for building models, supporting due diligence, and managing acquisition workstreams pre-close, then ensuring acquired businesses are fully integrated into our operations, culture, and technology stack post-close. This is a high-impact role working directly with the leadership team, offering autonomy, variety, and the opportunity to shape how we scale. Key Responsibilities Pre-Merger (Origination to Completion) Build and manage detailed financial models for target businesses (EBITDA, revenue splits, adviser performance, earn-out scenarios) Conduct commercial and operational analysis as part of deal assessment Support deal structuring, term sheet drafting, and investor/board presentations Coordinate with legal, compliance, and finance through each stage of diligence Post-Merger Integration Design and deliver 100-day integration plans across technology, compliance, people, and culture Work with regional leaders and acquired principals to ensure smooth transition and adviser retention Lead onboarding to group systems (CRM, reporting, compliance workflows) Create dashboards and processes to track performance, integration risks, and milestones What We're Looking For Background in consulting, transaction services, M&A, or corporate finance Seeking a candidate with Big 4 experience to ensure high-level financial rigor, M&A exposure, and best-in-class reporting standards. Strong experience in financial planning, insurance, or broader financial services Exceptional financial modelling, commercial analysis, and project management skills Ability to work across functional teams and influence stakeholders at all levels Comfortable leading both strategic thinking and hands-on execution A mindset that thrives in growth-stage, fast-paced, international businesses What Youll Get Direct exposure to board-level M&A strategy and execution A leadership position in a growing, forward-thinking wealth business International exposure and the chance to work across multiple markets A collaborative, entrepreneurial environment with a focus on results and integrity