The Opportunity:
Finatal is working with a very exciting new private equity fund looking for an experienced investment professional to join the team, focusing on corporate carve-outs, complex transactions, and operational improvement.
This is an excellent opportunity to join and lead deals at a private equity fund in a thriving part of the market.
Responsibilities:
Investment Transactions
· Support the entire deal lifecycle, including:
o Sourcing and evaluating investment opportunities.
o Preparing offer letters and managing due diligence.
o Performing in house financial due diligence (focused on key value items: Net Debt, Quality of Earnings and Net Working Capital)
o Leading on commercial due diligence (often focused on expert interviews)
o Ownership of the deal financial model.
o Managing advisor relationships during the transaction process.
o Preparing for and presenting to the investment committee.
o Supporting and driving debt finance process, particularly asset-based lending.
o Supporting and driving the legal process during acquisitions (share purchase agreements or asset purchase agreements, transitional services agreements, material services agreements and ancillary documents).
Portfolio Management
· Act as a key contact for portfolio companies, with potential opportunities to serve as a board director or observer.
· Opportunity to provide strategic support to management teams, influencing value creation initiatives.
Business Development & Stakeholder Engagement
· Represent the fund to advisors, sellers, and management teams, demonstrating professionalism and the ability to build strong relationships.
· Influence stakeholders at all levels, both within and outside portfolio companies, to achieve shared goals.
Requirements:
· Minimum of 3–4+ years of experience in financial due diligence advisory for a high quality firm.
· Minimum of 1-2+ years of private equity principal investing experience, ideally in a firm exposed to special situations and/or corporate carve-outs.
· Some experience with corporate carve-outs either during financial due diligence or private equity experience is highly desirable.
· Strong financial modelling, due diligence, and deal management skills.
Mindset & Attributes
· Entrepreneurial mindset with the ability to thrive in a fast-paced, varied environment.
· Highly professional and capable of influencing senior stakeholders with credibility and impact.
· Technically highly competent with previous top quartile FDD peer ratings, attention to detail and the tenacity to uncover key DD findings.
· Confident, persuasive communicator with strong interpersonal skills.
· Proactive, hands-on, and willing to dive into all aspects of transactions and portfolio management.
Compensation & Benefits:
· Competitive market-based salary.
· Meaningful discretionary performance bonus.
· Participation in a carry structure.
· Benefits package, including healthcare, dental, life assurance and pension contributions.