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 - 50000 € 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).
Locations
Managing M&A Advisor in Newport, Wales 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 Newport, Wales
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know in the M&A space, the better your chances of landing that dream role.
✨Showcase Your Deal Experience
When you get the chance to chat with potential employers, make sure to highlight your deal execution experience. Talk about specific transactions you've led and the impact you've made. This will show them you're not just talk; you can deliver results!
✨Be Ready for the Boardroom
Brush up on your communication skills and be prepared to present your ideas confidently. You’ll need to impress not just with your technical skills but also with your ability to engage with clients and stakeholders. Practice makes perfect!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Managing M&A Advisor in Newport, Wales
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 at least 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.
✨Brush Up on Financial Modelling
Given the importance of financial modelling and valuation skills for this role, review key concepts like DCF, LBO, and multiples. Be ready to discuss how you've applied these techniques in past transactions, as this will demonstrate your technical capability.
✨Showcase Your Client Management Skills
Since this is a client-facing role, think of examples where you've successfully managed senior client relationships. Prepare to share how you built trust and rapport with clients, and how you navigated any difficult conversations during the deal process.
✨Network Like a Pro
Highlight your existing network of PE houses, lenders, and business owners in the South West. If possible, mention any specific connections that could be beneficial for Headford Capital. This shows you're proactive and already embedded in the industry, which is a big plus!
