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 bonus, 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, 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).
Managing M&A Advisor in Newport employer: Headford Group
Headford Capital is an exceptional employer for those seeking a dynamic and rewarding career in corporate finance. Located in the thriving business hub of Aztec West, Bristol, we offer a collaborative work culture with minimal politics, allowing you to engage directly with clients from day one. With clear pathways for progression to Director or Partner, alongside competitive benefits including a performance-related bonus and professional development support, we empower our employees to thrive in a fast-paced environment while making impactful contributions to owner-managed businesses and SMEs.
StudySmarter Expert Advice🤫
We think this is how you could land Managing M&A Advisor in Newport
✨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 Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your insights on recent deals or trends in the market. This will not only demonstrate your knowledge but also show that you're genuinely passionate about the field.
✨Prepare for Interviews
Do your homework before interviews. Understand the company’s recent deals, their clients, and their approach to M&A. This will help you tailor your responses and show that you’re the perfect fit for their team.
✨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, it shows you’re serious about joining our team at Headford Capital.
We think you need these skills to ace Managing M&A Advisor in Newport
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, especially any deal execution you've been involved in. We want to see how your skills match what we're looking for!
Showcase Your Deals:In your brief note, outline the 12 deals you've led as requested. Be specific about your role in each deal and the outcomes. This is your chance to shine, so make it count! We love seeing real examples of your work.
Be Clear and Concise:When writing your application, keep it clear and concise. Avoid jargon and get straight to the point. We appreciate straightforward communication, especially in a client-facing role like this one!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Let’s get your application rolling!
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 deal, 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 have valuable relationships in place.
