At Cowgills, part of the Sumer Group (one of the UK’s fastest-growing accountancy practices), we know our people are at the heart of everything we do. We’re not just colleagues – we’re a community. Our ethos, With You, means when our team thrives, our clients do too. We’re committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression.
We’re looking for a commercially driven Lead Advisory Associate Director to play a key role in our expanding Corporate Finance team. If you’re passionate about deal-making, thrive in a high-performing environment and are ready to make a real impact with exciting clients and transactions, this is your opportunity to take your career to the next level.
- Working with Partners and Directors to lead and manage corporate finance transactions from inception to completion
- Have the ability to lead certain transactions with partner/director oversight
- Build strong relationships with clients, working predominantly on sell side transactions, with private equity exposure
- Prepare information memoranda and review junior work on information memoranda
- Manage the full due diligence process and be able to contribute to commercial / legal negotiation points
- Prepare pitch documents and contribute to pitch meetings
- Support the team’s ongoing growth, including beginning to identify relevant business opportunities
- Work collaboratively with colleagues across Corporate Finance and the wider firm and group, begin to identify wider revenue generating referral opportunities
- Manage junior resource, including assisting in their development, managing workflow and reviewing work
- Manage research and analyse transactions and sector analysis
- Prepare financial valuations and returns analysis
- Have started to build a network of professional contacts
- ACA or ACCA or CFQ qualification (or equivalent), ideally with first time passes
- Strong financial analysis and Excel / PowerPoint skills
- Confident in presenting and articulating findings
- Several years’ experience in a lead advisory role and completed deals in the £5m to £50m EV range
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.
