Director
- Mergers & Acquisitions and Partnerships Sydney or Melbourne Play a key role in Mutual Trust's growth strategy, identifying acquisition opportunities and developing strategic partnerships. About Mutual Trust Mutual Trust is a purpose-led, privately owned multi-family office, providing integrated wealth management, family office, accounting, tax and advisory services to some of Australia's most successful families. With a proud history spanning generations, we work closely with our clients to help them achieve what matters most, today and for future generations. The Opportunity We have an exciting opportunity for an experienced commercial professional to join Mutual Trust in the newly created role of Director – Mergers & Acquisitions and Partnerships. Working closely with our Chief Financial Officer and senior leadership team, you will play a key role in executing Mutual Trust's growth strategy, with a focus on originating acquisition opportunities, developing strategic relationships and expanding our presence in key markets. This is a broad, commercially focused role spanning acquisition origination, opportunity assessment, transaction execution and strategic partnership development. You will engage directly with business owners, founders and advisers, identifying opportunities that align with Mutual Trust's long-term strategic objectives. We are particularly interested in individuals who bring a proactive approach to business development, sound commercial judgement and the ability to progress opportunities from initial engagement through to successful execution.

What You'll Do
• Identify and originate acquisition opportunities, particularly across accounting, tax,



family office and related skilled services.
• Develop and maintain relationships with business owners, founders, corporate advisers and industry participants.
• Evaluate potential acquisitions, including strategic fit, commercial viability, financial performance and valuation.
• Work closely with the CFO and internal stakeholders to coordinate due diligence, negotiations and transaction execution.
• Identify, evaluate and develop strategic business partnerships that enhance Mutual Trust's service offering and client outcomes.
• Prepare investment papers, business cases and recommendations for senior leadership and the Board.
• Support post-acquisition integration, with a focus on cultural alignment and long-term business performance. About You You will bring a combination of commercial experience, strategic thinking and strong relationship management skills, together with the initiative and confidence to identify and pursue new business opportunities. You bring:
• Experience in corporate development, mergers and acquisitions, strategic business development or related commercial advisory roles.
• Demonstrated ability to identify and develop acquisition opportunities, build relationships with business owners and progress commercial transactions.




• Strong financial analysis, valuation and commercial assessment skills.
• Proven ability to develop relationships with business owners, senior executives and external advisers.
• Excellent negotiation, influencing and stakeholder engagement skills.
• The ability to assess commercial opportunities, exercise sound judgement and present recommendations to senior decision-makers.
• A proactive, self-directed approach, with the ability to manage multiple opportunities and work collaboratively across the business. Experience within professional services, wealth management or financial services will be highly regarded. We welcome applications from individuals with diverse commercial backgrounds who can demonstrate the experience, initiative and relationship management skills required to contribute to Mutual Trust's growth strategy. Why Join Mutual Trust? This is an opportunity to join an established and highly respected organisation at an exciting stage of its growth. You'll work closely with senior leadership, contribute directly to key strategic decisions and play an important role in expanding Mutual Trust's presence and capabilities.

We offer
a collaborative, values-led environment where relationships matter, ideas are welcomed and people are encouraged to make a meaningful contribution. The role can be based in Sydney or Melbourne, with some interstate travel required. Full-time is preferred, however part-time arrangements will be considered for the right candidate. Interested? We'd love to hear from you. Apply now to explore this opportunity with Mutual Trust.

📌 Director - Mergers & Acquisitions and Partnerships (Sydney)
🏢 Mutual Trust
📍 Sydney