M&A Associate

Sumer Group; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits package

Flexible working policy

Career growth opportunities

Job summary

Sumer Group is seeking an M&A Associate in London to join a fast-growing, ambitious team. You will work across the M&A lifecycle, supporting data collection, analysis and reporting for UK deals and potential international targets.

The role requires high energy, strong financial modelling and the ability to communicate complex analyses clearly in written reports. A collaborative culture and opportunities to learn are highlighted within the developing M&A practice.

Qualifications

• Demonstrable experience in M&A functions or corporate finance
• Strong analytical and data modelling skills with Excel and visualisation tools
• Ability to translate financial analysis into clear written reports and first drafts for review
• Willingness to coach and develop analysts in financial analysis and due diligence

Responsibilities

• Researching financial and operational data to inform M&A strategy
• Maintain data accuracy and integrity for M&A activity
• Evaluate targets against criteria and KPIs
• Draft board-level reports and monitor acquisitions against KPIs
• Assist in financial due diligence on potential targets
• Build relationships with stakeholders outside the M&A team

Skills

M&A experience

Analytical skills

Data modelling

Written reporting

Commercial mindset

Education

ACA/ACCA or relevant degree

Tools

Excel

Data visualisation

Job description

M&A Associate

Department: M&A

Employment Type: Permanent

Location: London Acre House

Description

Sumer is the fastest-growing accountancy practice in the UK, dedicated to championing small and medium businesses and helping communities prosper across the UK and Ireland. This is a unique opportunity to join an ambitious team at the early stages of its journey.

Operating within a buy and build “Hub and Spoke” business model, we combine the indispensable value of leading regional practices with the tech, scale, and breadth of expertise of a national organisation.

M&A is fundamental to the Sumer business model and is critical to the overall growth strategy. Sat at the centre of the Sumer Group, this role will be part of a small M&A team that is dedicated to executing M&A opportunities across the UK and potentially internationally.

A fast-paced and diverse role, working in a collaborative culture, it requires high-energy, experience of the M&A lifecycle and most importantly, an open mindset and willingness to learn!

Key Responsibilities

• Researching, collecting and organising financial and operational data from multiple sources in order to inform the M&A strategy
• Helping to drive and maintain data accuracy, integrity, and consistency in support of M&A activity
• Working with the M&A team to evaluate potential new acquisitions targets against set criteria and performance KPIs.
• Support the production and drafting of compelling board level reports associated with the acquisition strategy, as well as the ongoing performing monitoring of acquisitions across set KPIs.
• Support and undertake financial due diligence activity conducted by the Sumer M&A team on potential targets.
• Building relationships with a number of stakeholders outside of the direct M&A team: Sumer Exco and the Board, third party introducers, management teams of potential targets, management teams of acquired target.

Skills, Knowledge & Expertise

• Demonstrable experience working in M&A related functions e.g. transactions services or corporate finance
• Knowledge/qualifications relating to financial performance (eg. ACA, ACCA or relevant degree)
• Strong analytical and data modelling skills including high degree of competency using supporting tools such as Microsoft Excel and other data visualisation tools, making analysis accessible and meaningful
• Ability to translate financial analysis into clear, concise written reports, preparing high-quality first drafts for review
• Ability to coach and develop analysts, particularly in delivering financial analysis and due diligence reports
• A keen interest in M&A and supporting acquisition activities
• Commercially minded, adaptable and proactive, with a willingness to take on new challenges in a fast-paced environment

What's in it for you

• You will develop and enhance a wide range of M&A-related skills, and gain exposure to commercial considerations when evaluating businesses
• You will gain understanding of the end-to-end deal process from origination through to completion
• You will develop an understanding of the legal complexities of a deal and how to deal with complex legal documents
• The M&A team is at the heart of the Sumer Group, where you will working closely with C-suite and senior leaders from across the group
• Sumer has a flexible working policy – please ask for more detail!
• Sumer offers a competitive benefits package
• An environment to grow and create your own career opportunities

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.