Mergers & Acquisitions - Manager

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You will join a collaborative and inclusive team where you are supported to grow your skills, explore new opportunities, and contribute from day one. You will work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

As a Mergers & Acquisitions Lead Advisory Manager, you will take responsibility for further developing the M&A service line through the delivery of a high-quality service across a range of clients, including advising on disposals, acquisitions, fundraisings and management buyouts. In the main, the work will focus on privately-owned businesses in the mid-market working on transactions with an enterprise value of £5 - 50m.

Role & Responsibilities

• Researching and preparing for new deal opportunities and pitches.
• Preparing financial models and transaction documentation including business plans, marketing materials and financial forecasts.
• Researching, approaching and co-ordinating potential buyers for clients.
• Project managing aspects of larger transactions and project managing, in full, smaller ones.
• Supporting the wider national M&A team's marketing activity as well as building your own market profile.
• Build strong working relationships with the client, ensuring any problems or requests are dealt with promptly.
• Show vision and a strategic perspective and focus on the achievement of longer-term goals.
• Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with.
• Making confident and clear presentations of service features and benefits to clients.
• Ensuring that the services provided are genuinely appropriate for the client.
• Identifying, analysing and supporting in pursuing opportunities and prospects for new work.
• Assessing and producing high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements.

Skills, Knowledge & Experience

• Qualified to ACA (or equivalent) level.
• At least two (2) years of Lead Advisory M&A experience.
• Excellent written and verbal communication and presentation skills.
• Ability to develop strong client relationships.
• Financial modelling skills.
• Desire to help grow and develop the department.
• Ability to develop new initiatives and methodologies.
• Ability to identify issues through sound analysis and application of commercial acumen in all situations.
• Ability to express ideas with authority and conviction throughout verbal and written communication.
• Ability to develop self and others.
• Strong research skills.
• Actively seeks to enhance expertise and knowledge.

Diversity, Equity & Inclusion

At Forvis Mazars, diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity creates better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.