M&A Associate, Origination

Exa Capital Inc.; Toronto; Hybrid; CAD 90,000 - 100,000; Full time

Benefits offered by this job

Unlimited PTO

Lifestyle Spending Account up to $1,25

$500 home office setup allowance

Job summary

Exa Software, Inc., a subsidiary of Exa Capital, Inc., is seeking an experienced M&A Origination professional in Toronto to identify and qualify software targets and nurture owner relationships across channels.

You will grow the prospect database, coordinate meetings, and support the Origination & Execution team while leading outreach initiatives and weekly team discussions. A 2+ year background in enterprise software business development is required.

Qualifications

• 2+ years in a business development/lead generation role in enterprise software/B2B.
• Undergraduate Business degree with strong academic performance.
• Finance or Accounting degree is an asset.
• Proven ability to manage a pipeline of leads and exceed targets/KPI's.

Responsibilities

• Screen and research potential target companies.
• Identify and qualify targets; nurture leads via email, phone, LinkedIn, conferences.
• Grow prospect database and qualify targets to fit investment profile.
• Coordinate meetings; generate reports on leads and progress opportunities.
• Lead outreach strategy development and audit current methods.
• Support Origination & Execution; train new team members as needed.
• Lead weekly M&A team meetings and audit qualification work.
• Navigate origination to indicative offers; help draft offer letters.
• Review CIMs and financials to assess target quality.

Skills

Lead generation

Business development

Pipeline management

HubSpot

MS Office

Communication

Time management

Executive presentation

Team collaboration

Growth mindset

Education

Undergraduate Business degree

Finance or Accounting degree (asset)

Tools

HubSpot

Microsoft Office

Job description

Company: Exa Software, Inc. (subsidiary of Exa Capital, Inc.)

Position Type: Full-Time, Permanent - Hybrid

Reports to: M&A Manager, Origination

ABOUT EXA

Exa Capital is a permanent capital holding company focused on acquiring and building vertical market software businesses. We take a long-term, stewardship-driven approach – buying and holding companies forever, and empowering leaders through a decentralized operating model.

KEY RESPONSIBILITIES:

• Conduct industry research by screening and researching potential target companies
• Identify and qualify target companies and nurture leads – proactively initiating and maintaining relationships with owners of software businesses by email, phone, LinkedIn, conferences
• Grow Exa’s prospect database and qualify target companies to ensure they meet our investment profile based on a very specific set of criteria
• Coordinate meetings, generate reports on leads, and progress opportunities through the M&A pipeline
• Support the M&A team by overseeing business development related projects and assisting with ad-hoc metric analysis
• Lead the development of new outreach and engagement strategies, including auditing the performance of existing strategies, and researching new and innovative methods for increasing the impact of Exa’s M&A Origination team
• Support M&A Origination & Execution team members, including leading the training/onboarding of new team members and supporting junior team members when needed
• Support and on occasion lead weekly M&A Team meetings, including the review & weekly audit of qualification work conducted by Karachi-based M&A Research Analysts
• Take ownership of the M&A origination process by leading discussions with target company management teams and advisors and navigate opportunities from origination to the issuance of Indicative Offers. Assist with drafting Indicative Offer letters and fielding offer-specific questions.
• Review preliminary target company information, including Confidential Information Memorandums (CIM), company financials, and ownership structure to assess the quality of target companies.

JOB REQUIREMENTS

Experience Requirements:

• 2+ years of experience in a business development/lead generation role, ideally in enterprise software and/or a B2B environment is a must.
• Excellent academic performance in an Undergraduate Business degree.
• A degree in Finance or Accounting is considered an asset.
• Proven ability to manage a pipeline of leads and exceed prospecting targets/KPIs.

Skill Requirements:

• Exceptional interpersonal, verbal, and written communication skills.
• Experience working in M&A, software, or technology is considered an asset.
• Proficiency with HubSpot is considered an asset.
• Highly proficient with the Microsoft Office Suite.
• Self-motivated, hands-on attitude with a sense of urgency towards driving business development efforts.
• Excellent planning, organization, and time management skills.
• Highly metrics-driven and resilient.
• Highly confident in presenting to C-suite executives and business owners.
• Professional attitude and a persistent and solid work ethic.
• Ability to work independently and in a collaborative team-oriented hybrid environment.
• Growth mindset with an entrepreneurial spirit.
• Willingness and ability to work within a hybrid remote/in-office environment.
• Unlimited PTO
• Lifestyle Spending Account up to $1,250
• $500 home office setup allowance
• Toronto HQ at First Canadian Place with direct PATH and transit access
• Monthly team socials

Compensation

Salary Range: $90,000 – $100,000 per year

Accessibility & Accommodations

Exa Capital is committed to providing equal access to employment opportunities. Accommodation is available for applicants with disabilities throughout the recruitment and selection process. If you require accommodation or support, please reach out to us at [e-mail], we are happy to help.

Equal Opportunity Employer

We are an equal opportunity employer and are committed to fostering a diverse and inclusive workplace. We value diverse perspectives and are committed to building an inclusive environment where everyone can do their best work.

Artificial Intelligence Disclosure

Exa Capital may use artificial intelligence–based tools to support certain aspects of the applicant screening and assessment process.

Canadian Experience

This role does not require Canadian work experience. Applicants must be legally eligible to work in Canada.