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Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.
Our Forvis Mazars UK Debt Advisory practice is trusted by owner-managed and private equity owned businesses to provide debt finance solutions for transactional, restructuring, optimisation, and growth purposes.
Established in 2022, the debt advisory practice benefits from a strong platform within a global accountancy firm and works closely with the Deals & Financing, Restructuring & Insolvency, and Energy & Infrastructure service lines at Forvis Mazars UK. The practice has more than tripled in size since 2022, with significant growth plans for the coming years.
As a Debt Advisory Director (North), you will be responsible for supporting the development of the debt advisory practice through the delivery of high-quality services across a range of clients, including advising on refinancings, acquisition finance, leveraged buyouts, debt restructuring, and growth capital. The work primarily focuses on privately owned and private equity-owned businesses in the mid-market with an enterprise value up to £50m.
At Forvis Mazars, we seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. We select candidates based on skills, knowledge, qualifications, and experience. We are open to accommodating and developing a role to suit an individual's needs. We support a hybrid working approach, including office and remote work, full-time and part-time roles, and flexible hours. Please share your circumstances so we can discuss how best to support your success.
Role & Responsibilities
1. Build strong relationships with potential clients and counterparties across Private Debt funds, Banks, privately owned businesses, private equity, and large corporates in the north of England.
2. Originate and lead debt advisory transactions, playing a key role in executing transactions.
3. Lead in preparing and delivering pitches and proposals.
4. Drive business development through networking, building relationships, and identifying potential mandates.
5. Manage risk on projects, ensuring compliance with regulatory procedures.
6. Prepare and review transaction documentation and financial models, including business plans, information memoranda, and financial forecasts.
7. Project manage transactions, acting as the primary client contact and providing support and advice.
8. Support national marketing activities and build personal market profile.
9. Manage team members to ensure high-quality output and adherence to risk management procedures.
10. Demonstrate vision and strategic perspective, focusing on growing the Debt Advisory business and the firm.
11. Produce high-quality work aligned with firm policies and regulatory requirements.
Skills, Knowledge, and Experience
1. Strong team player who values positive team spirit and enjoys working collaboratively and entrepreneurially.
2. Self-motivated, hardworking, and driven.
3. Qualified to ACA (or equivalent).
4. Excellent written and verbal communication and presentation skills.
5. Experience in managing Debt Advisory assignments.
6. Experience working within credit institutions and professional services environments.
7. High commitment to business development and existing contacts among intermediaries and potential clients.
8. Active desire to grow and develop the Debt Advisory business.
9. Ability to analyze issues and apply commercial acumen.
10. Focus on quality and risk management.
11. Ability to communicate ideas with authority and conviction.
12. Ambitious and eager to make a difference for clients and the firm.
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