David McWilliams in

David McWilliams

Evaluator · DISC type CDS
Group M&A Director at Perspective Financial Group Ltd
📍 Leeds, England, United Kingdom

David is the Group Acquisitions Director at Perspective Financial Group, where he manages and drives the firms acquisition activities. A Chartered Accountant with a decade of experience in financial services, he previously worked in Grant Thorntons transactional advisory department.

Outside of his corporate career, David is a competitive powerlifter and achieved a WDFPA world title in 2018. This demonstrates a high level of dedication and discipline in his personal pursuits.

He has been instrumental in Perspectives growth, which has successfully acquired and integrated over 100 businesses since 2008.

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Experience
12 Years
Current Role
Group M&A Director
Job Level
Mid-senior
Location
Leeds, England, United Kingdom
Personality Overview

How David shows up

Fast But Analytical
Quality Focused
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics David cares about

M&A Growth Strategy
He is a key driver of Perspective's acquisition-led growth, which has seen the group complete over 100 transactions since its founding.
Financial Services M&A
His entire career, including roles at Grant Thornton and Perspective, has been focused on transactions and advisory within the financial services sector.
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Career

Work history

1-2024
Group M&A Director
Perspective Financial Group Ltd
1-2022 - 1-2024
M&A Associate Director
Perspective Financial Group Ltd
6-2020 - 1-2022
M&A & Group Operations
Perspective Financial Group Ltd
10-2019 - 12-2019
Transactional Advisory Assistant Manager (Financial Services)
Grant Thornton LLP
5-2019 - 10-2019
Transactional Advisory Executive (Financial Services)
Grant Thornton LLP
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2018
ACA
ICAEW
2009 - 2012
Bachelor of Science (BSc)
University of East Anglia
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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