Corporate Finance Transaction Leader

SUMMARY:
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POSITION INFO:

About the Role

An exciting opportunity has arisen with our client’s growing Transactions Team in the Western Cape. They are seeking ambitious and motivated professionals with an interest in Mergers & Acquisitions who are considering a career move into corporate finance. This is a client-facing role that requires strong communication and negotiation skills at senior levels, both internally and externally. The position offers exposure to high-level M&A activity, a steep learning curve, and real progression opportunities in a fast-paced and supportive environment.

Key Responsibilities

• Develop a strong understanding of each project, the client’s business, and vendor requirements.

• Set the strategic direction of projects, allocating resources effectively to achieve optimal results.

• Analyse client financial performance and provide insights for deal structuring.

• Prepare thoroughly for meetings and facilitate discussions between clients and buyers.

• Manage all post-meeting follow-ups with clients and buyers.

• Guide parties to explore suitable deal structures and generate indicative offers.

• Communicate effectively with clients, buyers, and specialist advisors, ensuring all relevant offers and responses are accurately relayed.

• Negotiate acceptable commercial deal structures between vendors and purchasers.

• Report progress of negotiations and project developments to senior management.

• Maintain accurate records and update CRM systems diligently after all interactions.

Key Competencies & Skills

• Practical knowledge of M&A transactions is preferred.

• Strong commercial acumen with excellent negotiation, influencing, and persuasion abilities.

• High computer literacy, including Microsoft Office and CRM systems.

• Excellent written and verbal communication skills with strong relationship-building capabilities.

• Analytical and numeracy skills with the ability to interpret financial information.

• Creative problem-solving mindset.

• Strong organisational skills with the ability to manage multiple projects simultaneously.

• Self-motivated, proactive, and resilient under pressure. Team-oriented, able to motivate and collaborate effectively.

Qualifications & Experience

• Degree in Finance, Economics, or related field (qualified or partly qualified).

• Strong accounting knowledge is advantageous.

• Relevant corporate finance experience from an accountancy firm, corporate finance boutique, or business brokerage is an advantage.

• Experience in advising clients and mentoring junior staff is desirable.