Our transaction advisory group consists of full-service financial advisors (buy or sell) that advise clients through the entire M&A process – from assessment of shareholder objectives and strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and marketing materials, solicitation of interest and negotiations, and through closing. We assist our clients through some of their most important business and life decisions.
A day in the life of an M&A Associate:
Business development – preparation of marketing materials and assistance with prospecting new mandates
Execute on active corporate finance and transaction advisory mandates
Develop an in-depth understanding of a client’s objectives
Learn the multi-faceted drivers of the business including service / product, customers, suppliers, geographic reach, competitive landscape, historical performance
Apply business, accounting, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc.)
Collaborate with client and internal senior resources to prepare the following:
In-depth industry and competitive research (incl. current industry insights, precedent transactions, and value creation opportunities)
Normalized financials, integrated financial models and due diligence workbooks
Support clients through the negotiating and closing phases of a transaction
Collaborate with legal counsel, assisting with review of agreements and preparation of disclosure schedules
What we are looking for:
Minimum 2 years of relevant work experience preferably in corporate finance, investment banking, transaction services, or audit
Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
Very strong work ethic and ability to manage multiple mandates
Ability to prepare integrated financial models, and valuation analysis
Ability to use research tools to extract relevant background material for business development and transaction support
Strong personal skills and the ability to work effectively within a team environment under time constraints
Comprehensive financial and accounting skills
Experience in financial services and ability to manage multiple projects and complex concepts
What's in it for you?
Leaders that will mentor you in achieving your career objectives
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work across several industries and geographies