Associate Director, M&A Advisory - Financial Services

Interpath is a financial advisory business with a broad range of specialisms, established to provide our professionals with an agile, independent, and conflict-free environment to excel.  We support our clients in creating, defending, preserving, sustaining, and growing value through the business cycle, serving both regional SMEs and large, complex multi-national organisations. 

The Financial Services M&A Advisory team is well connected in the industry i.e., with businesses, banks, Private Equity and diversified funds providing a broad sector coverage with a proven track record of helping lending platforms, banks, fintech, servicers, loan brokers, and other related companies. The team has ambitions to extend coverage to other sub-sectors such as asset & wealth managers and insurance companies.

The core service offering of the Financial Services M&A team are: (i) sell-side mandates and buy-side advice on mergers and acquisitions, (ii) strategic advice to clients, and (iii) equity raises and structured equity trades (i.e., structured notes / preference shares).

We pride ourselves in being highly responsive to our clients, providing outstanding advice, and working as a seamless, cross service-line team where beneficial to our clients.  

We are seeing significant opportunities in the market (UK and in certain European jurisdictions) where we are well positioned, have strong industry knowledge and technical know-how to originate and execute deals  – as such we are rapidly building and growing our Financial Services M&A Advisory team and seeking an Associate Director, who will gain significant exposure and participate proactively to originate, drive business development, help senior colleagues in executing deals, perform sector analysis and contribute towards team building.

The candidate will play a key role in the execution of M&A transactions. Working closely with the senior team members, the candidate will contribute to each stage of the transaction process – from initial pitch and financial modelling to drafting IMs, project management, deal structuring and execution.

The day-to-day tasks will include:

• Managing and assisting in the origination and execution of M&A transactions in Financial Services
• Candidates will have significant responsibilities and would be expected to work on multiple deals at the same time
• Performing financial analysis, strategic business analysis and detailed industry research
• Assessing large and complex data sets and providing insights to clients and colleagues
• Overseeing and supporting the preparation of data and marketing materials to support a transaction process
• Preparing and delivering client presentations in a clear and compelling manner
• Supporting and coordinating Due Diligence processes
• Acquire and maintain up to date knowledge of buyers, sellers, our services, risk, and competitors
• Managing junior colleagues and ensuring their work is thoroughly reviewed and guidance (on the job learning) provided
• Efficient use of databases and other research tools
• Market research and analysis of different industry verticals
• Stay informed about market developments, industry best practices, and regulatory changes affecting M&A transactions
• Collaborate with cross-functional teams within the firm
• Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.