Senior Associate, Mergers & Acquisitions

Jonas Software; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading software provider in Toronto is seeking a Mergers & Acquisitions Senior Associate. Responsibilities include leading M&A processes, conducting financial analyses, and building financial models. Candidates should have 4-5+ years of relevant experience, strong communication skills, and advanced Excel proficiency. This role provides an opportunity to work in a hybrid setting with a dynamic team.

Qualifications

• 4-5+ years of experience in capital advisory, investment banking, or private equity.
• 3-4 years of mid-market deal experience is mandatory.
• Experience with small owner-managed businesses.

Responsibilities

• Lead M&A processes from evaluation to closing.
• Perform detailed financial analysis on financial statements.
• Build detailed financial models to determine valuation.

Skills

Attention to detail

Strong communication skills

Advanced Excel and Financial Modelling

Education

CPA, CA designation / CFA / MBA

Job description

Job Description:

Mergers & Acquisitions Senior Associate

Jonas Software - CORA Group

Hybrid - Markham, ON

• Do you want to become part of the Constellation Software group of companies (TSX: CSU.TO), one of the most successful and acquisitive software businesses in the world?

• Are you someone who has the confidence to build relationships with senior executives and business owners

• Are you an outstanding performer in the areas of finance and accounting/audit and enjoy learning about M&A in the software industry and business strategy

• Do you want to be part of a growing company with many opportunities to expand your ambitious career aspirations?

JOB RESPONSIBILITIES

The Senior Associate of M&A will support the Senior Director of M&A throughout the entire M&A life cycle from lead evaluation through to closing transactions. The expectation is the candidate will be able to lead transactions independently.

Job Location: Toronto office (required to be in the office 1-2 days per week)

Reports to: Senior Director, M&A

Work Experience/Profile:

• 4-5+ years of progressive work experience at a top tier capital advisory, investment banking and/or private equity firm.

• 3-4 years of mid-market deal experience executing transactions is mandatory.

• Experience working with small owner-managed businesses as a client/target.

• Buy side experience is a plus but not required.

• CPA, CA designation / CFA/ and/or MBA are considered assets.

• Excellent attention to detail, and the ability to work in a fast-paced environment, manage multiple priorities and meet tight deadline

• Strong communication skills (both verbal & written) with an emphasis on relationships and succinct report writing.

• Advanced Excel and exceptional Financial Modelling skills.

• Ability to work variable hours and travel when required to close transactions.

• Confidence and polish is required for frequent interaction with Senior Executives, Business Owners, Investment Bankers, Lawyers, Accountants, and other key Stakeholders.

Job Responsibilities:

• Lead M&A processes from start to finish, with support and guidance from the Senior Director of M&A.

• Responsibilities include:

• Qualifying targets for fit and deal probability through early conversations with business owners/senior executives and review of initial diligence materials.

• Performing detailed financial analysis on the financial statements and underlying data to identify trends and assess business strength and quality.

• Building a detailed financial model in Excel to determine valuation.

• Drafting offers and deal documents, and negotiating deal terms.

• Facilitating the due diligence process through to closing, including managing and coordinating across multiple internal and external diligence work streams.

• Maintaining relationships with decision makers at acquisition targets.

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Business Unit: CORA M&A Scheduled Weekly Hours: 37.5 Number of Openings Available: 1 Worker Type: Regular More About Jonas Software:

Jonas Software is the leading provider of enterprise management software solutions to the Country and Golf Clubs, Foodservice, Construction, Fitness & Sports, Attractions, Salon & Spa, Education, Radiology/Laboratory Information Systems, and Product Licensing industries. Within these vertical markets, Jonas is made up of over 65 distinct brands, which are respected and leaders within their own domain.

Jonas’ vision is to be the branded global leader across the aforementioned vertical markets and to be recognized by customers and respective industry stakeholders as the trusted provider of ‘Software for Life’ and as an ambassador for technology, product innovation, quality, and customer service.

Jonas Software is the valued technology partner of over 60,000 customers worldwide in more than 30 countries. Jonas employs over 2,000 skilled individuals consisting of a cross-section of industry experts and technology professionals. Jonas is headquartered in Canada and also operates offices throughout North America, the United Kingdom, Europe, Australia New Zealand and Africa. Jonas is a 100% owned subsidiary of Constellation Software Inc., headquartered in Toronto and traded on the S&P/TSX 60.