Working in corporate finance

James Wood reflects on his first year working in Corporate finance.

Working in corporate finance I was lucky enough to be shortlisted for Insider South East 2018 Young Dealmaker of the Year award and despite not walking away with the prize it was a great evening. Now the night is over and having almost completed my first year in corporate finance, it is a good time to reflect on what I have learned and achieved since joining the team.

Since moving across from the world of audit, I have been lucky enough to be involved in almost all of the Corporate finance services that Roffe Swayne provide. These include:

  • Buy and sale-side transactions
  • Due diligence engagements
  • Business valuations
  • Strategic business advice including our ‘preparing for the future’ bundle

I have really enjoyed learning the different aspects of these projects. Projects are pressured at times, but satisfying to see them through to fruition.

We have recently engaged an owner-managed company looking to grow over the next few years. The aim for the current owner is to exit the business. We discussed employee incentives and other internal factors that can assist a company in maximising its market value. I created a forecast model that would track the performance of the company and staff incentives. Our client was really happy with the model and we will be working together over the coming years to build value within the business.

Since Anu Tayal has joined the team, there has been a conscious move to develop our fundraising service. I look forward to working with Anu on projects that are currently at an early stage.

James Wood

Team support

It has been a steep learning curve since I started working in Corporate finance. I have worked closely with Anu Tayal and Chris Brazier, our two Corporate Finance Directors, who have imparted a lot of their experience and technical knowledge to me each day.

The most important lesson I have learnt thus far, is that no two engagements are alike. Tailoring our approach to each of our client’s needs has been paramount to helping them achieve their desired goals. This could involve understanding the current position of our client’s business for an up-to-date valuation, or understanding the aims of any due diligence we are undertaking. I quickly learnt the key to a successful engagement is having clear and open lines of communication. It also means being flexible when things have not gone to plan. I enjoy this element and it is very satisfying working with clients, ensuring we achieve the best possible result for them.

Join the team

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