Acquisitions Analyst

About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About

The Role
As an Acquisition Analyst, you will support Attivo’s strategic growth plans by researching, assessing and progressing potential acquisition opportunities.
You will provide high-quality financial analysis, due diligence support and clear recommendations to help the business evaluate potential acquisition targets, understand associated risks and strategic fit, and make informed decisions in line with Attivo’s acquisition objectives.
You will own the financial modelling process for newly introduced acquisitions and work collaboratively with colleagues and external professionals to support the effective progression and delivery of transactions.
This role can be based at our Cheltenham, London or Reading office, with hybrid working available.
About You
You will have a minimum of 2-3 years of experience working in a similar mergers and acquisitions, corporate finance, transaction support or investment analysis role. You will have a sound understanding of financial accounting principles, valuation techniques and financial modelling, together with strong analytical skills and the ability to interpret financial, commercial and operational information.
You will be confident identifying key risks and opportunities, managing competing priorities and working to tight deadlines. Strong attention to detail, critical thinking and problem-solving skills are essential, alongside the ability to communicate complex information clearly to different audiences.

Experience of acquisitions within the IFA, financial planning or wealth management sector would be advantageous.

Key Responsibilities Include

• Research and analyse financial, commercial and operational information relating to potential acquisition targets, identifying value drivers, risks and areas requiring further investigation.
• Support due diligence activity by collating, reviewing and interpreting relevant information.
• Take ownership of the financial modelling process for newly introduced acquisitions.
• Assist with deal negotiation activity where appropriate, including preparing information, tracking actions and supporting agreed next steps.
• Work collaboratively with colleagues and external professionals, including investment bankers, lawyers, accountants and vendors.
• Maintain the deal pipeline tracker, ensuring information remains accurate and up to date.
• Prepare, organise and maintain relevant transaction documentation.
• Ensure confidential information is handled appropriately.
• Work collaboratively with other Attivo departments to produce useful insights from historic acquisitions.
• Prepare clear and concise recommendations to support senior management decision-making.

• Minimum 2-3 years experience in mergers and acquisitions, corporate finance, transaction support, investment analysis or a similar role.
• Good understanding of…