M&A Associate

About Us

The Titan Wealth Group is a wealth and asset management business bringing high quality execution and administration to the sector through leverage of the Group’s resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle.

We are an active acquirer of DFMs and IFA’s in the UK, following an aggressive growth trajectory, having trebled in size from the initial acquisition of “GPP” under two years ago. Our strategy sees strong organic growth within the near term coupled with significantly larger acquisitions. We currently manage ten entities attracting taxation, mostly UK-orientated with exposure to Jersey and South Africa.

Titan is currently recruiting a role within our central M&A function, the role would report directly into our M&A Director, and would offer the right candidate a breadth of exposure normally not afforded to the role.

You would be expected to have strong excel skills preferably having performed a similar role at a Boutique investment bank, big 4 consultancy firm or in house corporate dev team. You will be involved in the entire M&A life cycle from pitching offers to potential targets, managing 3rd party DD providers, giving comfort to our equity & debt investors, and ensuring the businesses exchange, complete and are integrated within the requisite timelines. 

Job Responsibilities

• Prepare offer letters based on agreed term sheets for potential targets to review.
• Prepare weekly investor updates, board packs and investment committee materials.
• Manage third party due diligence providers reports, challenge red flags and be able to come up with logical mitigants to business issues.
• Financial modelling, be able to pull together Management accounts P&L, BS and CF with ease and be able to ensure that the Databook is kept organised and is easy to follow.
• Quickly understand trends, drivers of business performance and potential areas of risk.
• Be able to review large amounts of Data and information, summarise the key items and report back to the team.
• Teamwork – we are a small team which rely heavily on internal shared functions, being able to work within a team is essential, as well as perform independently with little assistance .
• Attention to detail is key in everything we do, and quality of deliverables need to be of the highest quality and ready to share externally at any time.

Job Requirements

• Preferably ACCA/ACA/CFA/CA
• Few years post qualified
• Ex Big 4 Consultancy / Boutique IB/ Corporate development function
• Strong excel skills, and financial modelling skills
• 2:1 degree or higher
• Preferably studied accounting as a major

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.