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 were 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 Were 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