About Unity Advisory
Unity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support. We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI built into the delivery of every engagement. We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions.
The Role
We are seeking entrepreneurial, client-centric, and hungry Directors to join our Deals practice. This role will be instrumental in developing our AI-enabled propositions on Post Merger Integration (inc. Synergy Development), Carve-out support, and broader Value Creation engagements.
You’ll bring a strong track record of client leadership and subject matter expertise from a Big 4 or top-tier advisory environment. You’ll have experience advising Private Equity and/or Corporate clients at the C-Suite level. As a Director, you will play a pivotal role in shaping Unity Advisory’s market presence, mentoring senior talent, and developing innovative, outcome-driven solutions for clients.
This is a hybrid leadership role based in our Mayfair office, offering the opportunity to build and lead the most forward-thinking Deals practice in the market.
Responsibilities
You will originate and develop client and engagement opportunities through focused business development, as well as leading on pitches, thought leadership, and events.
You will co-develop, along with the wider team, the future operating model for deals, leading the thinking on the AI toolkit required to innovate new propositions and client services.
Lead and deliver high-impact client engagements across PMI, Carve-out, and Value Creation for both PE & Corporate clients.
Build and nurture a high-performing team, coaching Senior Managers and Managers to become future leaders.
Collaborate with the wider Unity Advisory leadership team to evolve firm strategy and service offerings.
Represent Unity Advisory in the market, building a trusted advisor profile with clients, investors, and partners.
Be a key part of a fast-growing disrupter in the professional services market.
What you'll bring:
10+ years' experience in a Deals / Value Creation role, with extensive and end-to-end experience in PMI & Carve-out (buy and sell side).
Deep subject matter expertise including, but not limited to: Integration Blueprinting & Planning, Day 1 Readiness, Synergy Development, TSA Assessment & Management, Due Diligence, Equity Story, Target Operating Model, and IMO / Separation PMO.
Significant senior leadership exposure, with a proven history of coaching and guiding teams.
Proven track record of originating and delivering large, complex transactions.
Extensive experience with Private Equity clients and portfolio company situations.
Strong influence and interpersonal skills, with the ability to challenge and partner with senior stakeholders.
Demonstrated ability to recruit, develop, and lead high-performing teams.
Entrepreneurial mindset and appetite to help build a challenger firm from the ground up.
What you’ll get from us:
The ability to develop your own market, propositions, and toolkit – with a clear runway to a Partner role.
A dynamic culture where you will be supported and encouraged through client work and business development.
An innovative AI toolkit, producing higher quality work products and enabling you to spend time on the more interesting aspects of your role.
Additional Information
At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.
PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES.
Skills Required
- 10+ years' experience in Deals / Value Creation roles
- Extensive end-to-end experience in Post Merger Integration (PMI) and Carve-out (buy and sell side)
- Deep subject-matter expertise: Integration Blueprinting & Planning, Day 1 Readiness, Synergy Development, TSA Assessment & Management, Due Diligence, Equity Story, Target Operating Model, IMO / Separation PMO
- Proven track record of originating and delivering large, complex transactions
- Significant senior leadership exposure with history of coaching and guiding Senior Managers and Managers
- Extensive experience advising Private Equity clients and working with portfolio companies
- Experience advising at C-suite level and background from Big 4 or top-tier advisory environment
- Strong influencing and interpersonal skills with ability to challenge senior stakeholders
- Demonstrated ability to recruit, develop, and lead high-performing teams
- Entrepreneurial mindset and appetite to build a challenger firm
- Experience or comfort working with AI-enabled tools and developing AI-enabled propositions (implied)
What We Do
At Unity Advisory we offer a new perspective. Focused on the office of the CFO, with big firm experience, deep expertise and sector knowledge. We are an AI and Cloud first business which strives to use all that we have and know to deliver services and products that are valued and provide value, always. We are a partner led, client first and adaptable business. Free from the traditional conflicts of interest. Our portfolio of services and products currently covers, Tax, Office of the CFO, Advisory, Transformation and Managed Services. This will evolve as we adapt in response to the needs of our clients. Our target client segment is mid to upper mid-market businesses, including PE backed businesses. We’re building a culture that’s Straightforward, Intentionally Commercial, Open, Experimental, and Team-First. Unity Advisory is scaling fast — driven by client demand, clear ambition, and a team of experienced people who want to work differently. We’re supported by long-term investment from Warburg Pincus, one of the world’s leading private equity firms. We’re looking for high performers who want more — more ownership, more variety, and more impact. If you’re ready to help shape something new and do your best work in a team that does things differently, we’d love to hear from you. Get in touch at [email protected]
