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We are recruiting an Acquisition & Integration Manager to join our Acquisition team in London.

Reporting to

Acquisition Director




To assist and support the Acquisition Director in driving and achieving the Group’s acquisition strategy.


  • Research and investigate acquisitions opportunities
  • Perform initial analysis of the quality of potential acquisition and quickly highlight potential risks, hurdles, challenges
  • Communicate and negotiate with third parties and external partners, building trusting, credible relationships
  • Carryout extensive due diligence in preparation for the internal stakeholders to integrate the acquisition into their business groups
  • Create financial business acquisition models
  • Plan, develop and populate the data room in readiness for internal due diligence
  • Develop, own and deliver acquisition and integration project plans liaising with key internal and external stakeholders ensuring key milestones are met
  • Build sustainable relationships with potential acquisitions, demonstrating a high level of competency of the industry and Ascot Lloyd operational processes
  • In partnership with internal and external stakeholders, review and advise on contracts and legal documentations
  • Manage the expectations of the business experts to achieve the acquisition strategy
  • Drive the client integration experience by liaising with sales and marketing teams to ensure clients from acquired businesses are effectively allocated and integrated into Ascot Lloyd through a devised project plan.
  • Ensure effective communication and organisational change management is implemented on projects, involving all stakeholders
  • End to end management of external advisers including contract negotiations and delivery
  • Identify, manage, escalate and mitigate all risks and issues on acquisition projects

Ascot Lloyd people

  • Place the client at the centre of all their actions
  • Are professional, well qualified experts in their field
  • Know their own strengths and focus on what they do best
  • Support each other to optimise the client's experience
  • Have high integrity
  • Are up front and fair
  • Are consistent in their positive outlook, intentions and client centric thinking
  • Understand that whilst working hard brings results, questioning the way things are done, always looking for efficiencies and striving for improvements in the way they work will bring better results longer term
  • Are supportive team players who keep the interests of the company at the forefront of everything that they do

Experience and core skills


  • Achieve organisational, operational and personal objectives, whilst demonstrating Ascot Lloyd’s values and core competencies
  • Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills
  • Attend seminars, workshops, training courses and any other coaching Ascot Lloyd management team deem necessary
  • Take action quickly under pressure, can cope with change, inspire others to follow in the pursuit of the values and goals of Ascot Lloyd
  • Work under own direction, initiate and generate activity
  • Demonstrate cultural awareness and relate well with a diverse range of people
  • Presents with confidence, engage with audience, responds quickly to the needs of the audience, their reactions and feedback, projects credibility

Skills & Experience

  • Minimum of 3 years M&A experience within the Wealth Management sector
  • Understanding of operational processes, financial products, platforms, DFMs etc within the wealth management sector
  • Experience of negotiating and communicating with principals/directors/owners
  • Development and monitoring of acquisition and integration project plans
  • Proven track record of due diligence, identifying risks, challenges and opportunities
  • Drive and ability to plan, prioritise and manage workloads, working well under pressure, meeting strict deadlines in a changing environment
  • Fast thinking and able to flex between strategic and tactical
  • Understanding of AO/IO systems, with a good knowledge of industry platforms and providers
  • Accountancy qualification or Diploma 4 qualified

Key Behaviours:

  • Professional, confident, enthusiastic and committed
  • Logical, analytical thought process with attention to detail
  • Seeks opportunities for organisational improvement
  • Modifies approach as changes occur to ensure results are achieved
  • Focuses on client needs and sets high standards, monitors and maintains quality productivity
  • Be aware of, and demonstrates an interest in, the market
  • Strong leadership qualities, copes with change and inspires others
  • Leverage the strength of others to accomplish goals
  • Can make decisions in the face of uncertainty
  • Willingness to challenge both internally and externally
  • Contributes to the long-term strategic plan
  • Excellent interpersonal skills
  • Drive and ability to plan, prioritise and manage workloads
  • Ability to follow processes and procedures in a compliant manner
  • Excellent communication skills, both written and verbal
  • Enthusiastic, positive and confident telephone manner
  • Attention to detail
  • Client confidentiality
  • Team work
  • Excellent record keeping skills

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