Lead M&A Advisor — AI-Powered SMB Deals

Succession AI; Toronto; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Founding Ownership

In-person culture

Toronto-based team

Job summary

Succession AI is hiring as its first M&A Advisor to lead end-to-end deals and build the advisory function in a fast-growing, AI-native firm based in Toronto. You will own the deal lifecycle, from origination through close, while shaping how AI augments valuation, CIM prep, and buyer sourcing.

You will drive relationships with founders, manage complex negotiations, and scale the playbook as the team grows in North America.

Qualifications

• 3–7 years M&A experience in Big 4, mid-market, or boutique advisory/b2b development.
• Experience running live deals and owning full lifecycle from origination to close.
• Strong understanding of deal economics and financial fundamentals, with AI-enhanced workflows.

Responsibilities

• Own the full deal cycle from engagement to close with autonomy.
• Convert warm leads into signed sell-side mandates through trust-building.
• Leverage AI to support valuations, CIMs, buyer sourcing, and diligence prep.
• Shape the product and train AI by defining processes and collaborating with engineering.
• Manage and grow buyer relationships across North America to run competitive sale processes.

Skills

M&A experience

Deal origination

Negotiation

Financial modeling

Education

CPA designation

Tools

CRM systems

Valuation tools

Job description

Succession AI is hiring as its first M&A Advisor to lead end-to-end deals and build the advisory function in a fast-growing, AI-native firm based in Toronto. You will own the deal lifecycle, from origination through close, while shaping how AI augments valuation, CIM prep, and buyer sourcing.

You will drive relationships with founders, manage complex negotiations, and scale the playbook as the team grows in North America.