Lead Advisory Manager – Corporate Finance & Dealmaking

Sumer Group; Manchester; Hybrid; GBP 75,000 - 110,000; Full time

Job summary

Cowgills, part of the Sumer Group, is expanding its Corporate Finance team in Manchester. We’re seeking a commercially driven Lead Advisory Manager to play a key role in deal-making, leading transactions from inception to completion and mentoring junior staff.

You will work with Partners and Directors, manage sell-side processes, engage private equity clients, prepare information memoranda, and contribute to valuation work and client pitches.

Qualifications

• ACA or ACCA or CFQ qualification (or equivalent), ideally with first time passes
• Strong financial analysis and Excel / PowerPoint skills
• Confident in presenting and articulating findings
• Several years' experience in a lead advisory role and completed deals in the £5m to £50m EV range

Responsibilities

• Lead and manage corporate finance transactions from inception to completion
• Have the ability to lead certain transactions with partner/director oversight
• Build strong relationships with clients, working predominantly on sell side transactions with private equity exposure
• Prepare information memoranda and review junior work on information memoranda
• Manage the full due diligence process and begin to contribute to commercial / legal negotiation points
• Prepare pitch documents and contribute to pitch meetings
• Support the team’s ongoing growth, including beginning to identify relevant business opportunities
• Work collaboratively with colleagues across Corporate Finance and the wider firm and group
• Manage junior resource, including assisting in their development, managing workflow and reviewing work
• Manage research and analyse transactions and sector analysis
• Prepare financial valuations and returns analysis
• Have started to build a network of professional contacts

Skills

Financial analysis

Presentation skills

Client relationship management

Excel

PowerPoint

Education

ACA or ACCA or CFQ qualification

Tools

Excel

PowerPoint

Job description

Cowgills, part of the Sumer Group, is expanding its Corporate Finance team in Manchester. We’re seeking a commercially driven Lead Advisory Manager to play a key role in deal-making, leading transactions from inception to completion and mentoring junior staff.

You will work with Partners and Directors, manage sell-side processes, engage private equity clients, prepare information memoranda, and contribute to valuation work and client pitches.