M&A Analyst – FIG Sector

The Firm

My client is an established independently-managed investment banking and corporate finance advisory firm specialising in the financial services sector.

The Opportunity

This is a fabulous opportunity to join a highly respected senior team that has a very strong pipeline of deals where you can add real value and have the ability to develop and grow. The team operates within the upper mid-market space with a focus on M&A projects within Insurance, Reinsurance and Asset & Wealth.

• Preparing, compiling and updating marketing and pitch material.
• Producing financial models and valuation methodologies for clients
• Assess and analyse financial data to aid and develop valuations for clients
• Execute specific, ad hoc projects that require industry research
• Attending client/ project meetings and call.

Person Specification

• Must be ACA qualified with first time passes from the BIG 4 Banking, Capital Markets team or Financial Services Audit.
• Must have outstanding academics and a minimum of 2:1 from a leading Red Brick University.
• Be able to demonstrate a high level of confidentiality
• Must have a high standard of accuracy and strong mathematical skills.
• Logical and methodical approach to problem solving
• Excellent communication skills, both written and spoken

M&A Analyst - Consumer Sector

The Firm

This is a fantastic opportunity to join a global US investment bank that has a strong European platform with a strong client base and a dedicated experienced Senior Team.

The Opportunity

This is a rare and exciting opportunity to join the Consumer Sector team at the Analyst level which is due to the growth of business and a very healthy pipeline of deals for the future. You will have the opportunity to work with high profile clients and indeed a high profile team where you are able to gain extensive deal experience and develop your investment banking career.

• Responsible for building the financial model and working on the valuation and marketing materials
• Initial valuations, preparation of marketing materials (e.g. corporate presentations, IM etc.) and the coordination of Q&A and bid process.
• Contribution to various ongoing mandates: Updates of valuation & merger models, compilation of corporate presentations and IMs in the Consumer Retail sectors
• Preparation of marketing documents for business opportunities (buy side, sell side, strategic reviews, etc.).

Person Specification

• Must have at least 1 year of Investment Banking M&A sellside experience from an Investment Bank or boutique advisory from any sector team.
• Must have proven M&A sellside deal experience.
• Must have outstanding academics and a minimum of 2:1 from a leading Red Brick University.
• Be able to demonstrate a high level of confidentiality
• Must have a high standard of accuracy and strong mathematical skills.
• Logical and methodical approach to problem solving
• Excellent communication skills, both written and spoken

Analyst & Associate for our London office

My client is hiring into their London M&A team, a Tech focused boutique investment bank.

Key responsibilities

• Manage the execution of transactions, including M&A and Corporate Finance, manage transactions in a flawless and efficient manner
• Preparation of marketing materials
• Develop financial and operating models, as well as valuation analysis
• Assisting with the production of client presentations and documents (including pitch books, valuation materials, etc.)
• Review of due diligence reports

Requirements

• Bachelor/master’s degree holder in a quantitative degree such a Mathematics, Economics, Finance, Accounting, Business Administration or related discipline
• 1 or more years of corporate finance experience, either internships or permanent, within the M&A teams of Investment Banks and boutiques
• Track record of working sell-side deals for clients valued

• Strong interest in the broader technology sector
• Excellent financial modelling and business planning skills
• Outstanding analytical, organizational skills and proven self-starter
• Strong project management skills and high level of attention to detail
• Excellent communication and interpersonal skills, fluent in English, a second language is desirable

Why work for this firm

• Engage with innovative companies in exciting growth industries on a daily basis
• Benefit from significant deal exposure with regular client contact
• Working with an experienced senior team in a collaborative work environment
• Work as part of a young and highly dynamic team

M&A Analyst – TMT Sector

The Firm

Our client is a global US investment bank with an extremely strong client base and a dedicated experienced Senior Team.

The Opportunity

This is a fabulous opportunity to join their very successful TMT sector team at the Analyst level due to growth of business. You will have the opportunity to work with high profile clients and indeed a high profile team where you are able to gain extensive deal experience and develop your investment banking career.

• Responsible for building the financial model and working on the valuation and marketing materials
• Initial valuations, preparation of marketing materials (e.g. corporate presentations, IM etc.) and the coordination of Q&A and bid process.
• Contribution to various ongoing mandates: Updates of valuation & merger models, compilation of corporate presentations and IMs in the Asset Management and FinTech sectors
• Preparation of marketing documents for business opportunities (buy side, sell side, strategic reviews, etc.).

Person Specification

• Must have at 2 - 3 years of Investment Banking M&A sellside experience from a mid-market bank or boutique advisory or from the BIG 4 Corporate Finance Team ideally within the Tech and Services sector.
• Must have proven M&A sellside deal experience.
• Must have outstanding academics and a minimum of 2:1 from a leading Red Brick University.
• Be able to demonstrate a high level of confidentiality
• Must have a high standard of accuracy and strong mathematical skills.
• Logical and methodical approach to problem solving
• Excellent communication skills, both written and spoken

Mergers & Acquisitions Associate – Business Services Teams

My client, a prestigious investment bank with an international presence across the mid-market space that offers advice to their clients on M&A, Disposals and Capital Raisings.

They are looking to hire an Associate 1 or 2 for their Business Services & Healthcare team in the London office. This candidate will have at least 4years of front office, investment banking experience, from an Investment Bank or a top-level M&A boutique, preferably within an industrials or related sector.

Key responsibilities:

• Working as part of a very successful sector team, working on M&A, Refinancing and Capital Raise mandates, as well as general financial advisory work.
• Supporting senior bankers' marketing initiatives by co-ordinating the work of more junior team members to deliver a pitchbook to specification.
• Co-ordinating and reviewing financial models developed by junior team members
• Managing transactions by co-ordinating the process internally and with other advisers, reviewing selling documentation and defining supporting analysis for negotiation purposes.
• Coaching and managing juniors in the team

Skills:

• Must have minimum of 4years' M&A deal experience ideally from a boutique advisory house or must be from BIG 4 Accountancy firm with 2- 3 years PQE in M&A or Corporate Finance or Deal Advisory Team.
• Excellent team player and be able to build effective relationships
• Sound communicator
• Ability to be proactive, preserve, overcome setbacks and deliver results
• Ability to seek out fee-generating opportunities
• Must have strong academics including a 2i or above for their undergraduate degree.

This is a great opportunity for the right candidate to join a growing team that is led by very hungry MD’s within an established platform where there is the opportunity to develop your investment banking career all the way to Managing Director level.

M&A Associate – FIG Sector

The Firm

This is an outstanding opportunity to join a successful US Investment Bank with a strong client base and a dedicated, highly experienced Senior Team.

The Opportunity

This is an exciting opportunity to join the banks FIG Sector team at the Associate level due to growth of business. You will have the opportunity to work alongside a high profile senior team and develop your investment banking career further within the FIG Sector.

• Responsible for building the financial models such as dividend discount models and other models for valuation metrics.
• Initial valuations, preparation of marketing materials (e.g. corporate presentations, IM etc.) and the coordination of Q&A and bid process.
• Contribution to various ongoing mandates: Updates of valuation & merger models, compilation of corporate presentations.
• Drafting marketing documents such as Confidential Information Memorandum for sell-side and/or financing assignments

Person Specification

• Must have 4 – 6 years of Investment Banking M&A experience from one of the bulge bracket banks or Elite Boutique Advisory Firm or from Big 4 Corporate Finance team within FIG Sector.
• Must have outstanding academics and a minimum of 2:1 from a leading Red Brick University.
• French native speaker is desirable.
• Be able to demonstrate a high level of confidentiality
• Must have a high standard of accuracy and strong mathematical skills.
• Logical and methodical approach to problem solving
• Excellent communication skills, both written and spoken

Senior Associate – Real Estate M&A and Debt Advisory

The Firm

My client is an independent financial services firm specialising in Corporate Finance, Analytics and Investment Management with a specialism in the Real Estate, Energy & Utilities and Transportation sector.

The Role

This role will involve working closely with the Head of Real Estate and the broader team to support the growth of the business. The successful candidate will play an important role in developing and strengthening client relationships, participating on advisory teams and in structuring and executing a full range of financial transactions. The candidate must be able to clearly evidence a strong analytical skillset, an in-depth understanding of real assets and/or real estate finance and a market focused approach to transactions in order to positively impact all areas of this practice.

• Advising and supporting clients across M&A execution, Debt Advisory and Capital Raising
• Assisting with the day-to-day management of transactions which includes preparation of information memoranda, transaction structuring, valuation analysis and management presentations, and taking responsibility for the preparation of information and client communications
• Drive and take ownership through different phases of the process and be the client “point person”
• Preparation of presentation books, memorandums, management presentations, board materials and other presentation materials for use in corporate finance transactions or strategic client dialogue
• Assist the head of the team in identifying potential transactions and clients
• Build and review of complex financial models, helping manage transaction or debt advisory processes and assisting in structuring
• Industry research for both deal origination and transaction analysis
• Supporting investor dialogue in relevant transactions
• Developing and managing client relationships

Education / Experience

• 6-8+ years’ execution experience across real assets corporate finance advisory / investments
• Strong academic track record and professional qualifications (e.g. ACA/CFA)
• Solid understanding of debt structuring, in particular institutional and project finance type cashflows & covenants
• A good understanding of credit ratings and associated ratings methodologies
• Excellent quantitative skills, specifically financial modelling (DCF, LBO etc.)
• Generalist cross-sector real assets experience. Real estate-led experience would be a value-add across residential (including BTR / PRS), logistics and other alternative sub-sectors such as healthcare real assets, student accommodation, self-storage, data centres etc.
• Preference will be given to those with deep knowledge of both equity and debt
• Strong and demonstrable track record of interacting well and building relationships with large range of stakeholders