Mergers and Acquisitions Associate

Sequeira Partners; Calgary; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Extended health benefits

Health Spending Account

Tuition reimbursement

Professional development support

Onsite amenities

Job summary

Sequeira Partners in Calgary or Edmonton is hiring a full-time Associate, M&A to support the continued growth of the firm. The role offers meaningful exposure to mid-market transactions, direct mentorship from senior deal team members, and a clearly defined path for advancement.

You will develop technical expertise, advise clients, build market relationships and contribute to deal execution while maintaining integrity, attention to detail and an entrepreneurial mindset in Western Canada.

Qualifications

• Qualified CPA or completion of the CFE.
• Enrolled or interested in the CBV designation.
• Experience analyzing company financial statements and preparing financial models.
• Experience with mid-market transactions including investment banking, corporate finance and/or transaction services preferred.

Responsibilities

• Draft client proposals, information memorandums, management presentations and other transaction materials with a focus on clear, polished outputs.
• Conduct industry, company and buyer research to advise clients and identify opportunities.
• Organize client data for marketing materials and deal teams.
• Coordinate detailed buyer due diligence and manage data rooms.
• Develop and maintain financial models including forecasts and valuation analyses.
• Support market intelligence and business development initiatives.

Skills

Financial modeling

Financial statements analysis

Deal execution support

Education

CPA or CFE completed

CBV enrollment or pursuit

Job description

Sequeira Partners is Western Canada's largest boutique advisory firm, specializing in M&A and valuation advisory. We combine top-tier technical expertise with a practical, entrepreneurial approach that puts clients first. Our team is built around clear career progression, hands-on deal experience, continual learning, and close, candid relationships with teammates, clients, and the broader advisor community. Learn more at: www.sequeirapartners.com

OUR M&A TEAM

At Sequeira Partners, we are a dynamic and collaborative team specializing in M&A advisory services for both private and public companies across multiple industries. Our approach combines deep technical expertise with clear, strategic communication to guide every deal to a successful close. Our trusted advisors work closely with clients and their tax and legal teams to navigate the complexities of the transaction process with confidence and precision.

THE OPPORTUNITY

Sequeira Partners is hiring a full-time Associate, M&A to join our office in Calgary or Edmonton and support the continued growth of our firm. This is an opportunity for a driven professional who wants meaningful exposure to mid-market transactions, direct mentorship from senior deal team members, and a clearly defined path for growth from Associate through to senior leadership. The successful candidate will bring strong academic achievement, technical curiosity, attention to detail, and a genuine interest in becoming a trusted advisor to business owners across Western Canada.

At the Associate level, you will build your professional foundation: developing technical expertise, learning how to advise clients, contributing to market relationships, and strengthening the entrepreneurial mindset required to succeed in M&A.

WHAT YOU WILL DO

Material Preparation, Research, Due Diligence, and Deal Execution

• Draft client proposals, information memorandums, management presentations and other transaction materials with a focus on clear, polished and client-ready work product
• Conduct and summarize industry, company and buyer research that helps senior team members advise clients and identify transaction opportunities
• Organize client data into useable outputs for marketing materials
• Coordinate detailed buyer due diligence, including managing electronic data rooms and reviewing materials to be provided to potential purchasers
• Research and analyse prospective purchasers, sector participants and referral relationships to support both active engagements and business development priorities
• Maintain target lists in Sequeira’s project management system
• Take clear, organized meeting notes and help maintain client folders, correspondence and project files so deal teams can work efficiently and confidently
• Input, organize and analyze financial information to support transaction models, valuation analyses and client deliverables
• Develop, review and maintain financial models including forecasts, earnings analyses, discounted cash flows, leveraged buyout scenarios and merger models, while building strong self-check habits and attention to detail
• Research comparable transactions and industry trading metrics in support of private company valuations

Business Development Assistance

• Conduct industry and target-company research to identify prospective clients, understand targeted businesses and contribute to Sequeira’s market intelligence
• Market mapping of prospects for Sequeira’s target geographies and industries
• Maintain Sequeira’s database/lists of business development targets
• Draft presentations to prospective clients and influencer groups
• Participate in firm initiatives such as newsletters, market updates, research projects and targeted business development campaigns

CREDENTIALS

• Qualified CPA or successful completion of the CFE
• Enrolled or interested in the CBV program, with the expectation of obtaining the CBV designation
• Experience analyzing company financial statements and preparing financial models
• Experience with mid-market transactions including investment banking, corporate finance and/or transaction services preferred

CHARACTERISTICS WE LOOK FOR — aligned with our DNA

• The ability to be a self-starter and work independently
• Proven organizational and time management skills to effectively balance multiple priorities and competing demands with tight deadlines
• Dynamic and results-oriented problem-solving skills
• Attention to detail and commitment to creating polished work products
• A drive for excellence — someone who cares about quality, details, practical outcomes and work that earns trust
• A team-first mindset — someone who is responsive, candid, curious, coachable and eager to contribute when work needs to move forward
• An entrepreneurial spirit — someone who looks for ways to learn, improve, build relationships and make the firm better

WHAT WE OFFER

• A clear career road map with expected progression from Associate to Senior Associate, Vice President, Director and senior leadership, driven by individual performance and deal experience
• Hands-on experience across the deal lifecycle, with mentorship from senior professionals and exposure to business owners, advisors and referral partners
• Competitive compensation, bonus opportunity and long-term earning potential tied to personal and firm performance
• Extended health and wellness benefits plus a health spending account
• Tuition reimbursement, professional development support and encouragement to continue building technical depth through designations and training
• A collaborative, high-performing team that values excellence, practical thinking, candid relationships and a little fun along the way
• Access to onsite amenities, which vary by office and may include a gym, tenant lounge and bike storage

IS THE OPPORTUNITY FOR YOU?

If you are excited by the idea of building technical expertise, earning client trust, developing market relationships and growing with a boutique advisory firm that invests in its people, we would like to hear from you.

Please apply if this sounds like the kind of environment where you would do your best work and continue building the skills, judgment and relationships required to become a complete professional.