M&A Associate — Lead Mid‑Market Deals & Valuation

Richter; Toronto; On-site; CAD 78,000 - 106,000; Full time

Benefits offered by this job

Hybrid work Environment

Competitive group benefits

Bonus program

Tuition Reimbursement

Professional Dues Reimbursement

CFE leave financial support

Talent referral bonus

Client referral bonus

On-demand concierge nannying, babysit*

Annual employee rewards and recogn**

Job summary

Richter is a leading Canadian advisory and consulting firm with offices in Toronto, Montreal and Chicago. As an M&A Associate, you will lead mid-market and private company transactions, guiding valuations, CIMs and closing processes with cross-functional teams.

You will collaborate with clients, perform advanced financial analyses, and mentor junior staff while ensuring high-quality deliverables in a fast-paced environment. Hybrid work options and competitive compensation are offered.

Qualifications

• Minimum 3 years of relevant work experience in audit or transaction advisory services.
• Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of your CPA
• Effective verbal and written communication skills at a business level
• 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 a financial analysis with attention to detail
• Strong interpersonal skills and the ability to work effectively within a team environment under time constraints
• Comprehensive financial and accounting skills, including knowledge of GAAP
• Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts

Responsibilities

• Lead and execute mid-market and private company M&A transactions from initial assessment to closing.
• Build and maintain client relationships, understanding their business objectives, and providing strategic advisory services throughout the transaction process.
• Develop and present compelling marketing pitches and transaction-related materials (e.g., CIM, teasers, buyer lists) to clients.
• Prepare and oversee integrated financial models, including discounted cash flow and valuation analyses, to support proposals and transaction documents.
• Facilitate discussions among buyers, sellers, legal counsel during due diligence and negotiations.
• Conduct comprehensive company and industry research to produce concise summaries and inform transaction strategies.
• Supervise and mentor less experienced staff, fostering their development.
• Collaborate with legal teams to prepare definitive purchase and sale documentation.
• Ensure the accuracy and quality of all transaction-related deliverables

Skills

CPA designation

Excel proficiency

Strong communication

Team collaboration

GAAP knowledge

Education

Accounting/Finance/Business degree

CPA completion

Tools

Microsoft Excel

PowerPoint

Word

Job description

Richter is a leading Canadian advisory and consulting firm with offices in Toronto, Montreal and Chicago. As an M&A Associate, you will lead mid-market and private company transactions, guiding valuations, CIMs and closing processes with cross-functional teams.

You will collaborate with clients, perform advanced financial analyses, and mentor junior staff while ensuring high-quality deliverables in a fast-paced environment. Hybrid work options and competitive compensation are offered.