Mergers & Acquisitions - Assistant Manager

MAZARS UK; Leeds; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Mergers & Acquisitions Assistant Manager to enhance their M&A department. This role involves delivering high-quality service to clients, focusing on privately owned businesses with significant enterprise values. The ideal candidate will leverage their ACA qualification and excellent communication skills to manage transactions, prepare documentation, and build strong client relationships. Join a diverse and inclusive team that values your contributions and supports your career growth while making a meaningful impact in the financial services sector.

Qualifications

• Qualified to ACA level or equivalent is essential.
• Strong communication and financial modelling skills are required.

Responsibilities

• Research and prepare for new deal opportunities and pitches.
• Prepare transaction documentation and manage smaller transactions.
• Build strong client relationships and ensure quality service delivery.

Skills

Excellent written and verbal communication skills

Financial modelling skills

Project management skills

Ability to develop strong client relationships

Analytical skills

Presentation skills

Ability to develop self and others

Research skills

Commercial acumen

Desire to help grow and develop the department

Education

Qualified to ACA level (or equivalent)

Job description

Mergers & Acquisitions - Assistant Manager (4695)

Job Purpose
As a Mergers & Acquisitions Assistant Manager, you will take responsibility for further developing Forvis Mazars' M&A department 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 with an enterprise value up to £100m.

Role & Responsibilities

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

Skills, Knowledge & Experience

1. Qualified to ACA level (or equivalent).
2. Excellent written and verbal communication and presentation skills.
3. Ability to develop strong client relationships.
4. Financial modelling skills.
5. Desire to help grow and develop the department.
6. Ability to develop new initiatives and methodologies.
7. Ability to identify issues through sound analysis and application of commercial acumen in all situations.
8. Ability to express ideas with authority and conviction throughout verbal and written communication.
9. Ability to develop self and others.
10. Strong project management and research skills.
11. Actively seeks to enhance expertise and knowledge.

About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here.

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.