Associate - M&A
Key Responsibilities
Transaction Execution
- Support the execution of M&A and capital raising transactions from origination through to closing
- Coordinate due diligence processes, including managing data rooms and third-party advisors
- Assist in preparing transaction documentation such as teasers, information memoranda, and management presentations
- Track deal progress, manage timelines, and ensure smooth execution across stakeholders
Financial Analysis & Valuation
- Build and maintain financial models (DCF, comparable companies, precedent transactions, LBO where relevant)
- Conduct valuation analyses and scenario modelling
- Analyze company financials, business models, and KPIs-particularly for high-growth, tech-enabled businesses
Market Research & Industry Analysis
- Conduct in-depth research on industry trends, competitive landscapes, and potential buyers/investors
- Identify strategic and financial investors relevant to client mandates
- Develop sector insights, particularly within technology, fintech, SaaS, and digital platforms
Client & Stakeholder Management
- Support interactions with clients, investors, and counterparties
- Assist in organizing and preparing materials for client meetings and investor outreach
- Maintain strong attention to confidentiality and professionalism in all communications
Internal Collaboration
- Work closely with senior team members on pitch materials and deal origination efforts
- Contribute to internal knowledge-building and execution best practices
Qualifications
- 2-5 years of experience in:
- Investment banking (M&A or capital markets),
- Corporate finance advisory, or
- Private equity / transaction-related roles
- Strong understanding of M&A processes and financial modelling
FAQs
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