MandA 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
  
  
  

• 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
  
  
  

• 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
  
  
  

• 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