Manager - Transaction Advisory

About the Company

4thoughts Finance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering Since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor made to suit its client needs and requirements. Presently managing net worth of USD 250 million across India and Singapore. The firm's activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals. Organizational structure: Organized as independent partnership, the firm operates in the best interest of its clients independently. Presently it is shared by 2 whole time and 2 Independent Partners and 12 Advisors and Senior Advisors across divisions of wealth, structure, and compliance.

Client Profile

Firm has built its network by word of mouth and works in network of leading Indian business houses, new generation entrepreneurs, CEO and CXO level Individuals.

Role Position - Transaction Advisory

This role involves supporting high-impact M&A and cross-border transactions, focusing on both financial and legal due diligence, deal structuring, and regulatory advisory. The ideal candidate is someone with a strong foundation in corporate law and/or chartered accountancy, who thrives in a dynamic, client-facing environment.

Key Responsibilities:

- Transaction Due Diligence: Conduct legal and financial due diligence for mergers, acquisitions, and fundraisers.

- Deal Structuring: Support in designing optimal transaction structures in compliance with corporate laws, tax, FEMA, and regulatory frameworks.

- Documentation Support: Assist in drafting and reviewing transaction-related documents like Term Sheets, SPAs, SHAs, and investor presentation.

- Cross-border Advisory: Work on inbound/outbound structuring strategies and support in regulatory filings and FEMA/RBI matters.

- Valuation & Modeling: Collaborate with valuation experts and prepare business models where required.

- Client Coordination: Act as a liaison between clients, legal counsel, and financial institutions to ensure smooth transaction closure.

- Regulatory Updates: Track and interpret changes in corporate, securities, and taxation laws relevant to transaction advisory.

Candidate Skills & Qualifications:

- CA / LLB / LLM

- Dual qualification (CA + Law) preferred

- 24 years in M&A, transaction advisory, corporate legal, or investment banking roles.

- Strong understanding of the Companies Act, FEMA, Income Tax, and SEBI regulations.

- Ability to interpret and draft legal documents.

- Financial acumen for transaction analysis and modeling.

- Proficiency in MS Office (Excel, PowerPoint) and familiarity with basic financial tools.

- Strong communication and presentation skills.

- High attention to detail with a commercial mindset.

- Client-first attitude and collaborative working style.

Benefits: Competitive salary and performance-based bonuses. Professional development opportunities. A collaborative and inclusive work culture.