Exit Support Consultant

Stanton House is partnering exclusively with a Global Wealth Manager in London to recruit an Exit Support Consultant for a 12-month interim role. With a revenue of £150m and a strong growth trajectory driven by acquisitions, the company is strategically preparing for a major exit. They are seeking a seasoned M&A consultant to help position the Group for a successful liquidity event by the end of 2025.

Key Deliverables:

• Collaborate with the CFO to prepare for business exit, including all aspects of the data room preparation and management.
• Gather, organise, and review all relevant financial, operational, and legal documents required for due diligence.
• Coordinate with internal teams (finance, legal, operations) to ensure timely and accurate document collection and presentation.
• Work closely with external advisors (lawyers, accountants, investment bankers) to ensure smooth communication and process execution.
• Ensure all financial reports, contracts, and operational data are correctly formatted and accessible in the data room.
• Provide guidance and support to the CFO in responding to due diligence requests and buyer queries.
• Assist in the creation of financial models, valuations, and other exit-related documents, as required.
• Support post-exit activities, such as transition planning and integration support, if needed.

To be suitable, you must have the following:

• Qualified Accountant with 5+ years' post-qualification experience (PQE).
• Must have previous wealth manager/IFA experience, with a strong understanding of distribution.
• Proven M&A expertise across both buy-side and sell-side transactions.
• Hands-on experience in leading sell-side transactions within the Financial Services sector, acting as the primary support manager.
• Familiarity with retail financial services distribution including the sales process and terminology.
• Understanding of regulatory solvency under MiFIDPRU.
• Demonstrated ability to manage multiple, concurrent due diligence (DD) exercises across various functions.
• Proven track record of working efficiently under tight deadlines, ensuring timely and high-quality deliverables.

If you believe you meet the criteria outlined above, we encourage you to apply. This is an outside IR35 engagement based in London, offering a competitive day rate in the range of £900pd - £1000pd.