M&A Associate

Sumer Group Holdings Limited; Remote; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy practice in the UK is looking for an M&A Associate. This role involves researching financial data, evaluating acquisition targets, and supporting the M&A team. Candidates should have experience in M&A functions and strong analytical skills. The role offers flexible working, development opportunities, and a competitive benefits package. Join an ambitious team dedicated to helping businesses thrive across the UK and Ireland.

Benefits

Flexible working policy

Competitive benefits package

Career development opportunities

Qualifications

• Demonstrable experience working in M&A related functions.
• Strong analytical and data modelling skills.
• Ability to innovate with data.

Responsibilities

• Research and organize financial and operational data.
• Drive data accuracy in M&A activity.
• Evaluate new acquisition targets.

Skills

Experience in M&A related functions

Strong analytical skills

Data modelling skills

Report-writing skills

Commercial mindset

Education

ACA or relevant degree in finance

Tools

Microsoft Excel

Power BI

Job description

M&A Associate

Department: M&A

Employment Type: Permanent

Location: Remote

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 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, relevant degree or training)
• Strong analytical and data modelling skills including high degree of competency using supporting tools such as Microsoft Excel and other data visualisation tools; Power BI experience would preferable but not critical
• Strong report-writing and documentation skills
• An ability to be innovative and be creative with data to make it accessible and meaningful
• Commercial mindset, ability to be flexible and take on new challenges

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 everyday:

• 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.