Lead M&A processes from start to finish, with support and guidance from the VP of M&A.
Responsibilities include: Qualifying targets for fit and deal probability through early conversations with business owners/senior executives and review of initial diligence materials.
Performing detailed financial analysis on the financial statements and underlying data to identify trends and assess business strength and quality.
Building a detailed financial model in Excel to determine valuation.
Drafting offers and deal documents, and negotiating deal terms.
Facilitating the due diligence process through to closing, including managing and coordinating across multiple internal and external diligence work streams.
Maintaining relationships with decision makers at acquisition targets.
Requirements
5-7+ years of progressive work experience at a top tier accounting, capital advisory, investment banking and/or private equity firm.
3-5 years of mid-market deal experience executing transactions is mandatory.
Experience working with small owner-managed businesses as a client/target.
Buy side experience is a plus but not required.
CPA, CA designation / CFA/ and/or MBA are considered assets.
Excellent attention to detail, and the ability to work in a fast-paced environment, manage multiple priorities and meet tight deadlines.
Strong communication skills (both verbal & written) with an emphasis on relationships and succinct report writing.
Advanced Excel and exceptional Financial Modelling skills.
Ability to work variable hours and travel when required to close transactions.
Confidence and polish is required for frequent interaction with Senior Executives, Business Owners, Investment Bankers, Lawyers, Accountants, and other key Stakeholders.
Benefits
Health insurance
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
attention to detailcommunication skillsrelationship managementtime managementability to work under pressurereport writingconfidencepolishinterpersonal skillsorganizational skills