At a Glance
- Tasks: Lead M&A processes, manage client relationships, and guide junior analysts in a dynamic environment.
- Company: Boutique corporate finance advisory firm based in Bristol, focused on owner-managed businesses.
- Benefits: Competitive salary, annual bonuses, 25 days holiday, and clear progression opportunities.
- Other info: Join a small team with high deal exposure and minimal office politics.
- Why this job: Get hands-on experience with live transactions and make impactful connections from day one.
- Qualifications: 5+ years in corporate finance or M&A, strong financial modelling skills, and excellent communication.
The predicted salary is between 50000 - 60000 € per year.
About Headford Capital
Headford Capital is a boutique corporate finance advisory firm based in Aztec West, Bristol. We support owner-managed businesses and SMEs across the South West and UK on mergers, acquisitions, disposals, and capital raises, typically in the £5M-£50M range. We're deal-driven, sector-agnostic, and hands-on. You won't be stuck in pitch decks; you'll run live transactions and work directly with business owners from day one.
Role Purpose
The Managing M&A Advisor leads both deal execution and origination. You'll manage a portfolio of mandates, run client relationships, and guide junior analysts. This is a client-facing, office-based role requiring strong commercial judgement, technical capability, and the ability to close.
Key Responsibilities
- Deal Execution
- Lead end-to-end M&A processes: IM creation, buyer targeting, management presentations, data room, negotiation, SPA completion
- Oversee financial modelling, valuation, and commercial analysis
- Coordinate due diligence with legal, accounting, and specialist advisors
- Drive deals to completion against agreed timelines and fee budgets
- Client & Origination
- Manage senior client relationships from mandate through to completion
- Identify and convert new opportunities via networking, referrals, and targeted outreach
- Deliver proposals and pitches to business owners and boards
- Build relationships with PE firms, lenders, and strategic buyers
- Team & Operations
- Supervise and develop Analysts/Associates
- Maintain deal documentation in line with FCA and internal compliance standards
- Contribute to internal process improvements and marketing content
What We're Looking For
Essential
- 5+ years experience in corporate finance, M&A, transaction services, or investment banking
- Proven deal execution experience from LOI to completion
- Strong financial modelling and valuation skills (DCF, LBO, multiples)
- Excellent communication skills and confidence in boardroom environments
- 2:1 degree or above in Finance, Economics, Accounting, or related field
- Based in or willing to relocate to Bristol (office-based, 5 days/week)
Desirable
- ACA, ACCA, CIMA, or CFA qualification
- Sector exposure in logistics, manufacturing, TMT, or business services
- Existing network of PE houses, lenders, and business owners in the South West
Package
- Base Salary: £50,000
- Bonus: Annual PRP bonus linked to deal completion and origination (typical OTE £10k-£30k)
- Benefits: 25 days holiday + bank holidays, pension, paid professional memberships, clear progression to Director/Partner
Culture: Small team, low politics, high deal exposure. You'll be client-facing from week one.
Why Aztec West, Bristol
Aztec West is one of the South West's leading business hubs, offering excellent M4/M5 access, on-site parking, and proximity to HQs and PE-backed businesses placing you right where the deals happen.
How to Apply
Send your CV and a brief note outlining 12 deals you've led to the email address provided. Applications reviewed weekly. Interviews held on a rolling basis. Right to work in the UK required (no sponsorship available).
Managing M&A Advisor in Bath employer: Headford Group
Headford Capital is an exceptional employer, offering a dynamic work environment in the heart of Aztec West, Bristol, where you will engage directly with business owners and lead live transactions from day one. With a strong focus on employee development, you will have clear pathways to progress towards Director or Partner roles, alongside competitive benefits such as a generous holiday allowance and performance-related bonuses. Our small, collaborative team fosters a culture of low politics and high deal exposure, making it an ideal place for ambitious professionals looking to make a significant impact in corporate finance.
StudySmarter Expert Advice🤫
We think this is how you could land Managing M&A Advisor in Bath
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant groups on LinkedIn, and connect with professionals in the M&A space. The more people you know, the better your chances of landing that dream role.
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your deal execution experience and financial modelling skills. Be ready to discuss specific deals you've led and how you can add value to their team.
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out directly to firms like Headford Capital and express your interest. A well-timed email can put you on their radar before they even post a job!
✨Apply Through Our Website
If you see a role that fits, apply through our website! It shows you're serious about joining us and makes it easier for us to track your application. Plus, we love seeing candidates who take the initiative.
We think you need these skills to ace Managing M&A Advisor in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Managing M&A Advisor role. Highlight your relevant experience in corporate finance and M&A, and don’t forget to showcase those deal execution successes!
Showcase Your Skills:In your application, emphasise your financial modelling and valuation skills. We want to see how you’ve used these in real-world scenarios, so be specific about your achievements.
Be Clear and Concise:When outlining the 1-2 deals you've led, keep it clear and concise. Focus on your role, the challenges faced, and how you drove the deal to completion. We love a good story, but keep it to the point!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Headford Group
✨Know Your Deals Inside Out
Before the interview, make sure you can discuss in detail the 12 deals you've led. Be prepared to explain your role in each transaction, the challenges faced, and how you overcame them. This will show your hands-on experience and ability to drive deals to completion.
✨Showcase Your Financial Skills
Brush up on your financial modelling and valuation techniques, especially DCF, LBO, and multiples. Be ready to discuss how you've applied these skills in real-world scenarios. This will demonstrate your technical capability and commercial judgement, which are crucial for the role.
✨Build Rapport with Interviewers
Since this is a client-facing role, practice your communication skills. Engage with your interviewers as if they were clients. Ask insightful questions about their firm and express genuine interest in their work. This will highlight your confidence and ability to build relationships.
✨Understand the Market Landscape
Familiarise yourself with the current trends in M&A, particularly in the sectors relevant to Headford Capital. Being able to discuss recent deals or market shifts will show that you're proactive and knowledgeable, making you a more attractive candidate.
