Debt Advisory Director

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

Our Forvis Mazars UK Debt Advisory practice is trusted by owner-managed and private equity owned business' 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 in particular works closely with the Deals & Financing, Restructuring & Insolvency and Energy & Infrastructure service lines at Forvis Mazars UK. The national debt advisory 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 take responsibility for supporting the development of the debt advisory practice through the delivery of a high-quality service across a range of clients, including advising on refinancings, acquisition finance, leveraged buyouts, debt restructuring and growth capital. In the main the work will focus 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. Forvis Mazars selects candidates based on skills, knowledge, qualifications and experience. We are therefore willing to accommodate and develop a role to best suit an individual's needs. As a team we are open to a hybrid approach, in terms of, office versus remote work, full-time versus part time, flexible hours to cater for personal requirements. Please tell us about your own circumstances so we can have an open discussion about your needs and how we can best cater to them to develop a successful partnership.

Role & Responsibilities

• Build strong relationships with potential clients and counterparties across a range of Private Debt funds, Banks, privately owned businesses, private equity and large corporates in the north of England.
• Originate and lead debt advisory transactions, taking a key role in executing transactions.
• Take a lead role in preparing and delivering pitches and proposals.
• Take a lead role in business development including networking and building relationships and identifying and targeting potential mandates.
• Take a lead role in risk management on projects, ensuring compliance and regulatory procedures are adhered to.
• Responsible for preparing and reviewing transaction documentation and financial models – business plans, information memorandum and financial forecasts.
• Take a lead role in project managing transactions, acting as a primary contact for the client and providing support and advice as required.
• Support the wider national marketing activity as well as building own market profile.
• Manage team members to deliver high quality output as well as ensuring that risk management procedures are adhered to and completed.
• The role holder will show vision and strategic perspective and will be focused on building the Debt Advisory business and Forvis Mazars more broadly.
• Assess and produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements.

Skills, Knowledge and Experience

• A strong team player who understands the importance of developing a positive team spirit and enjoys working in a collaborative and entrepreneurial environment.
• Self-motivated, hard working and driven.
• Qualified to ACA (or equivalent).
• Excellent written and verbal communication and presentation skills.
• Experience of running Debt Advisory assignments.
• Experience of working within both credit institutions and a professional services environment.
• High level of commitment to and experience in business development.
• Existing network of contacts amongst intermediaries and potential clients
• Active desire to grow and develop the Debt Advisory business.
• Ability to identify issues through sound analysis and application of commercial acumen in all situations.
• Relentless focus on quality and risk management.
• Ability to express ideas with authority and conviction throughout verbal and written communication.
• Ambitious and keen to “make a difference” to clients and the firm.
• Ability to develop self and others.

Forvis Mazars is a leading professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.