Corporate Finance Advisor - Sell-side management support

Corporate Finance Advisor  - Sell-side management support 

Our client is a London-based provider of advanced analytics software for financial markets. We are seeking an experienced Corporate Finance Advisor to assist the Executive Chair in managing a majority recapitalization sell-side process.

 The advisor's core responsibility will be to assist the Executive Chair in the process management of sell-side advisory firms, leveraging deep expertise in mid-cap technology M&A and established relationships within the investor community.

Key Responsibilities

The advisor's role in assisting the Executive Chair in managing the sale process will encompass a range of strategic and operational activities, including:

• Strategic Advisory and Valuation:
  • Support a strategic review and assist in the potential sale of the business.
  • Perform valuation work in preparation for the sale, offering insights into financial modeling, investor positioning, and M&A processes.
  • Develop the financial business case for the transaction and identify synergies and value.
  • Provide strategic insights on investor positioning and M&A processes to optimize deal structuring and valuation.

  • Offer insight-driven recommendations to support decision-making, scaling, and capital allocation.

     

• Transaction Document Preparation:
  • Develop and prepare comprehensive transaction documents, including the Information Memorandum (IM) and Total Addressable Market (TAM) Report.

  • Create detailed financial models and high-impact investor pitch materials/decks, and support data room readiness.

     

• Due Diligence Management:
  • Coordinate and support various due diligence processes, including Technology Due Diligence (Tech DD) and Financial Due Diligence (Financial DD). Due diligence for private equity or M&A transactions is a key skill.
  • Assist in coordinating due diligence processes, ensuring all required information is provided accurately and promptly.
  • Organize and maintain the virtual data room, ensuring documents are up-to-date and accessible to authorized parties.

  • Partner with legal, commercial, and external advisors to support due diligence and deal structuring.

     

Qualifications

• Proven experience in sell-side M&A within the mid-cap financial technology / regtech sector (7-10 years experience in leading investment bank)

• Demonstrated experience in due diligence for private equity or M&A transactions.

• Good knowledge of and established relationships with strategic investors, as well as a solid understanding of their decision-making processes.

• Ability to lead or support on deal structuring, financial modeling, pitch materials, and negotiations.

• Strong analytical skills, business acumen, and the ability to synthesize complex information.

Activity: Corporate Finance Advisor

Sector: Financial Services, Fintech, Technology

Skills: Corporate Finance, Due Diligence , Financial Modelling, Mergers and Acquisitions

Years of Experience: 5-9 years, 10-14 years, 15+ years, 0-4 years

Region: EU, Europe - non EU, UK, Other