Associate – M&A Origination & Advisory

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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