M&A Associate Director

RSMUK; Reading; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading corporate finance firm in the Thames Valley seeks an experienced Associate Director to lead transaction executions and work with clients. This role focuses on business development and managing teams, requiring strong M&A experience and a Chartered Accountant qualification. The ideal candidate should thrive under pressure, demonstrate financial acumen, and be a team player.

Qualifications

• 3-5 years of M&A experience post qualification.
• Strong numerical and analytical skills.
• Track record in buy-side and sell-side transactions.

Responsibilities

• Lead engagement processes from start to finish.
• Manage deal teams and client relationships.
• Prepare key documentation for transactions.

Skills

Chartered Accountant qualification

M&A experience

Financial modeling skills

Ability to work under tight deadlines

Relationship building skills

Education

Qualified Chartered Accountant or equivalent

Job description

Overview

As part of the RSM Corporate Finance Faculty's growth objectives, we are looking for an Associate Director to join the team. We are looking to strengthen the Corporate Finance team and grow the execution and origination capabilities and as such this role will be key in achieving our ambitions. In particular, we are looking for an experienced Associate Director to join an ambitious and growing team across the Thames Valley and South Coast.

You will lead in the execution of transactions across the client portfolio, working with junior colleagues in preparing key documentation for disposals, acquisitions and fundraising including information memoranda and business plans. You will take the lead in business development activities including outreach initiatives, involvement in the preparation of pitch documents and other marketing materials, and meeting with existing / target clients.

Responsibilities

• Leading engagement processes from start to finish
• Leading deal teams and supporting with local team management
• Liaising with clients, target businesses and other professional advisors during execution of transactions
• Reviewing and analysing financial models
• Overseeing the production of deal documentation including IMs, Teasers, Buyer Research packs etc.
• Researching, preparing and supporting presentations / sales pitches for new business
• Relationship building with potential clients and intermediaries (private equity houses, banks and corporates)
• Coaching of others in the team
• Leading origination capabilities

Personal and Professional Qualities

• Qualified Chartered Accountant or equivalent qualification
• M&A experience in the order of 3-5 years PQE
• A track record of working on buy-side and sell-side, as well as finance raising
• Strong numerical, financial and modelling skills based on a well-developed understanding of financial statements
• Self-starter with energy to work long, flexible hours and to tight deadlines
• Displays high level of accuracy, diligence and integrity
• Commercially minded and a critical thinker
• Able to form relationships with wide range of people and strong team player
• Willing to travel as required

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Diversity and Inclusion at RSM

At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. Thats why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.