Website Sapwood Ventures
About the Role:
We are looking for a high-calibre finance professional to join our M&A team as an Associate – M&A Origination & Advisory.
This is a front-end role combining M&A origination, financial analysis, business evaluation and senior-level client engagement. You will work closely with promoters, founders, CXOs, investors and business owners to identify and develop potential M&A and strategic transaction opportunities.
The role is particularly suited to professionals from Investment Banking, Big 4 Deals / Transaction Advisory, Corporate Finance, Private Equity, Equity Research or Financial Services who want greater exposure to the front end of M&A.
Key Responsibilities:
M&A Origination:
– Identify and develop potential M&A, acquisition, divestment and strategic investment opportunities.
– Build and manage a high-quality pipeline of potential companies and transactions.
– Identify companies and sectors aligned with the firm’s target profile and transaction mandate.
– Develop proprietary opportunities through research, networking and direct promoter engagement.
Financial & Business Analysis:
– Analyze P&L, balance sheet, cash flows and key financial metrics.
– Understand business models, growth drivers, profitability, capital structure and industry dynamics.
– Assess the initial financial and strategic attractiveness of potential opportunities.
– Conduct company, sector and comparable transaction research.
Promoter & Client Engagement:
– Build relationships with promoters, founders, CXOs, investors and senior decision-makers.
– Conduct meaningful discussions around business strategy, growth, capital requirements, acquisitions, succession and potential exits.
– Identify transaction triggers and convert relevant conversations into qualified opportunities.
– Develop long-term relationships with business owners and decision-makers.
Opportunity & Transaction Support:
– Qualify opportunities based on strategic fit, financial profile and transaction rationale.
– Prepare company profiles, opportunity notes, transaction teasers and preliminary assessments.
– Work with senior team members to progress qualified opportunities towards mandates and transactions.
– Track and manage the M&A pipeline and stakeholder relationships.
Ideal Candidate:
We are looking for professionals who combine strong financial acumen with excellent communication and relationship-building skills.
Preferred background:
– CA / CFA / MBA (Finance) or equivalent qualification.
– Experience in Investment Banking, M&A, Big 4 Transaction Advisory / Deals, Corporate Finance, Transaction Services, Private Equity, Equity Research or related fields.
– Strong ability to read and interpret financial statements.
– Excellent communication and executive presence.
– Comfortable interacting with promoters, founders and CXOs.
– Strong analytical, commercial and research skills.
– Ability to connect financial performance with business strategy.
– Entrepreneurial mindset, ownership orientation and strong follow-through.
To apply for this job please visit www.iimjobs.com.
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