Dartmouth Partners
The company is a long?established global specialist in a service?driven sector, recognised for its expertise across brokerage, asset management, insurance services, and technical advisory work. Founded in the mid?1980s by an industry pioneer, it has expanded from a small brokerage into a fully integrated international operator with nearly 20 offices across major global hubs. The firm delivers tailored services consumers and small businesses, while overseeing a substantial global portfolio of privately owned assets. In late 2024, the company secured its first institutional investment from a long?term, patient?capital partner focused on operational excellence. Together, they aim to scale the business while preserving its distinctive strengths, pursuing opportunities in professionalisation, technology enhancement, pricing strategy, and targeted acquisitions.
Responsibilities
Strategic:- Lead the Group Finance team and Divisional Finance teams
- Interface with the owner and the wider Board
- Robust financial planning in line with the value creation plan
- Own cost management and effectively plan capital expenditure through change projects, company growth
- Able to lead M&A processes for the business, in partnership with the owner and external advisors
Operational:
- Budgeting and forecasting, working capital management
- Financial Reporting
- Re-design finance systems for the Group
Experience
Required:- 15+ years of experience
- Proven and quantifiable success in financial and strategic leadership
- Experience working in a PE-backed business
- Experience working in a complex organisation
- Experience spearheading finance systems / change projects to bring best practice into the organisation
Desired:
- Worked in a truly international business
- Experience in one of the following sectors: Business and Professional Services, Industrial Services or similar
- Likely to have led M&A transactions from a Finance perspective, including funding
- M&A integration experience
