Interpath Advisory
Assistant Manager, M&A Advisory - Financial Services
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About Interpath
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.
About the Financial Services M&A Advisory Team
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 core service offering of the Financial Services M&A team are:
- Sell-side mandates and buy-side advice on mergers and acquisitions
- Strategic advice to clients
- 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 Assistant Manager, who will play a key role in deal execution through financial modelling, valuation and data analysis, sector research, and effective project management.
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Role Description
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 creating pitch decks and financial modelling to drafting IMs, project management, deal structuring and execution.
The day-to-day tasks will include:
- Assisting in the 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
- Supporting the preparation of data and marketing materials to support a transaction process
- Preparing client presentations in a clear and compelling manner
- Supporting Due Diligence processes
- Help maintain a comprehensive database of potential buyers, sellers and situations
- Efficient use of 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
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Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.
Requirements
- Relevant transaction experience gained within M&A advisory, investment banking, corporate development, consulting or a related transactions environment. Experience in the Financial Services sector is advantageous, with a preference for candidates with knowledge of banking, lending, specialty finance, fintech or insurance
- Knowledge of assessing and analysing loan data tapes will be considered a plus
- Excellent financial knowledge (accounting and company valuation) and understanding of financial statements. This will be tested during the hiring process including a financial modelling exercise
- Excellent financial modelling ability – it will be a core responsibility to be able to build high quality Excel models from scratch
- Ability to assess and analyse large and complex data sets in Excel (is a must) or using other tools such as Power Bi
- Entrepreneurial spirit with the ability to contribute own ideas and work autonomously
- Drive, enthusiasm, creativity and excellent interpersonal skills
- Strong multi-tasking and time management skills
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