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.

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

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
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.

M&A Associate

Key skills