SPA Advisory, Associate Director
Core
Lead financial advisory on sale and purchase agreements (SPAs) for acquisitions and disposals, focusing on value protection, completion mechanisms, and price adjustments.
Role type
Senior IC transaction advisory specialist (SPA Associate Director)
Builds
Financial analysis, SPA negotiation support, and client presentations for M&A transactions
Domain
Corporate finance / M&A / Transaction advisory
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SPA negotiation, completion mechanisms (locked box, completion accounts), net debt and working capital adjustments, financial analysis, client relationship management, team leadership, business development, fee estimation, engagement letter drafting
Preferred skills
Warranties and indemnities review, disclosure letters, cross-selling opportunities, coaching managers, budget management
Technologies
None stated
Responsibilities
Manage client relationships at board level, oversee preparation of financial analysis deliverables, lead completion mechanism matters, review final drafts, manage junior team members, lead presentations of conclusions, participate in SPA negotiations, proactively seek business development opportunities, prepare fee estimates and budgets
Seniority
Senior, hands-on IC with mentorship responsibilities