Associate, Valuations & Transaction Advisory

ASSOCIATE, VALUATIONS & TRANSACTION ADVISORY
Windsor, Ontario
January 2024

Who We Are

Capital Assist (Valuation) Inc. (“CAV”) is a leading, independent business and transaction advisory practice in Windsor, Ontario established to assist clients in a broad range of services, including business valuation, transaction services and deal advisory (mergers, acquisitions and divestitures), litigation support, management consulting and CFO services.

We are the only boutique advisory firm in the region. We serve clients all across Canada in a range of sizes and industries including private companies, publicly traded companies, governments, institutions and their professional advisors.

We are building a thriving organization and aim at creating a lasting legacy in the communities that we serve. We have a diverse team that is energized and supports each other. Team members hold a variety of professional designations, including CPAs, CBVs, CFAs, MBAs, and other qualifications. As a specialty firm, we offer a professional environment, and a great place to learn and advance your career.

Capital Assist has experienced significant growth in recent years through organic expansion of the service lines, and the addition of new team members. The high quality of services provided to our clients, driven by our committed team, has allowed us to compete with and outperform the largest recognized accounting and advisory firms. As we continue our growth trajectory, we will continue to develop our team members into future leaders of the firm; come join us!

To learn more about our company, please visit our website, www.capitalassist.ca.

The Opportunity

We are seeking one or more motivated and high-performing individuals to join our growing team in the role of Associate, Valuations & Transaction Advisory.

This position is ideal for individuals who are passionate about finance, accounting and transaction services and seek a career in valuation and transaction services and deal advisory.

The Associate will report to the Senior staff and/or Manager and play an integral role within the team by supporting and managing various aspects of the engagement. The Associate will be responsible to support the advisory practice in the following focus areas:

1. Business valuations;
2. Mergers, acquisitions, divestitures and other transaction support;
3. Financial due diligence;
4. Valuation for financial statements reporting (e.g., intangible, purchase price allocation);
5. Strategic and financial consulting;
6. Financial modeling.

CAV offers its staff members the unique opportunity to experience other service lines of the firm to expand their knowledge, including:

1. Economic loss and damage quantification;
2. Forensic accounting and litigation support;
3. CFO services and management advisory;
4. Tax advisory.

Role, Key Responsibilities, and Day-to-Day Tasks

Within the advisory team, the responsibilities of the Associate will include the following:

1. Preparation of engagement proposals, and assistance in the engagement planning and budgeting;
2. Preparation, oversight and tracking of information requests, and record-keeping of the documents received;
3. Assist with the preparation of confidential information memorandums (CIMs), quality pitches, marketing materials, management presentations and client presentations;
4. Coordinate financial due diligence and provide M&A transaction support to clients including qualitative and quantitative analysis;
5. Interpret and examine information memoranda, business plans, publicly available information on the target business;
6. Identification of key issues for clients, including risk or price factors impacting investment decisions;
7. Review sale and purchase agreements and financial model to reflect findings of the due diligence process;
8. Review the adequacy of financing structure, including review of agreements and consideration of limits, terms, and covenants;
9. Evaluate potential synergies and post-merger integration considerations;
10. Preparation of schedules and buildout of models for valuations and various strategic and financial analysis mandates;
11. Conduct valuation-related research, including but not limited to industry-specific information, macroeconomic data, precedent transactions and public company valuation multiples, buyer lists and target companies;
12. Assistance in the preparation of business valuation and expert reports;
13. Assist with the daily activities of an acquisition, divestiture, merger or financing assignment;
14. Regular communication with the team on the engagement status regarding the overall file management;
15. Communication with counsel, clients, and their advisors, throughout the course of an assignment;
16. Preparation of completion documents to “close-out” files in an efficient manner, and in accordance with professional practice standards.

Candidates Credentials

Interested candidates shall possess the following qualifications:

1. Bachelor’s degree in accounting, finance, or related area of study;
2. Completed or working towards achieving a professional designation in accounting and/or finance is considered a major asset. The designations sought include:

• Accounting designation (CPA), or progress towards the completion of the CFE;
• Finance designation (CFA);
• Actively pursuing the Chartered Business Valuator (CBV) designation, or commitment to enroll in the CBV Program of Studies.

Ideal Skills and Attributes of the Candidate

Interested candidates should possess the following attributes:

1. Ability to set priorities, manage competing demands, oversee the work of students and other junior practitioners, and possesses excellent self-discipline and organizational skills.
2. Ability to analyze, understand, and interpret financial statements and other accounting data;
3. Strong verbal and written communication and interpersonal skills;
4. Ability to write clear and concise reports, communications and other materials;
5. Ability to think creatively and provide practical solutions to complex problems;
6. Detail-oriented, highly organized with exceptional documentation and record keeping abilities;
7. Ability to work well both autonomously and collaborate in a team environment;
8. Positive attitude, strong work ethic, open to feedback and have a desire to be a team player;
9. Entrepreneurial mindset, be self-motivated, and committed to professional growth;
10. Demonstrates interest, enthusiasm and ambition to further grow as a leader in the firm;
11. Proficiency in Word, Excel and PowerPoint.

Why Choose Capital Assist

Capital Assist is a multi-disciplinary group of companies which leverages the unique skills and experience of its team to deliver comprehensive, sound advice to its clients.

At Capital Assist, you will have the opportunity to work with highly experienced partners and other senior staff members who value mentorship and consider training to be an integral part of their role.

We care about our employees’ professional growth and development, as demonstrated by our commitment to reimburse annual professional dues and costs to achieve professional designations.

Our collaborative team supports your success and welcomes your ideas and ambitions. You can anticipate active engagement with clients and their professional advisors from the outset. Further, we offer excellent career advancement and progression opportunities.

At Capital Assist, the compensation package is designed to reward success. Details regarding compensation will be based on the successful candidate’s knowledge, skills, and experience.

If this is appealing to you, consider joining us!

Location and Working Conditions

We believe that it is beneficial for employees to attend the office in person to boost human connections, collaboration and mentorship between team members.

Our office is located at 2558 Dougall Avenue, Windsor, Ontario N8X 1T6. On-site parking is available.

For candidates applying from outside of Essex County, Capital Assist supports flexible work arrangements on a case-by-case basis.

How to Apply:

If you are interested in joining our advisory team and meet the requirements for the position, please forward your resume, cover letter, and transcripts through our website and complete the form at www.capitalassist.ca/careers/.

Submit your resume to the attention of Ms. Sabrina Nazzani, Partner.

Resumes will be held in the strictest of confidence. While all resumes will be reviewed, only those candidates selected for interviews will be contacted.