Senior Associate, Mergers & Acquisitions – Calgary or Edmonton

Sequeira Partners; Calgary; Hybrid; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Career progression potential

Competitive compensation & bonus

Health & wellness benefits

Tuition reimbursement & professional发展

Job summary

Sequeira Partners, Western Canada’s leading mid‑market M&A advisory firm, seeks a Senior Associate to join our Calgary or Edmonton office. You will own key workstreams across the transaction lifecycle, lead due diligence, financial modelling and client presentations, and coach junior team members.

This is a designated professional track with meaningful deal exposure. You will collaborate with senior deal teams, contribute to market intelligence, and drive client value through rigorous

Qualifications

• CPA designation or another relevant professional designation.
• Secondary designation such as the CBV is optional but encouraged.
• Approximately five or more years of relevant work experience in mid‑market M&A or related fields.
• Experience across the full M&A deal lifecycle including buyer research, modelling, marketing materials, EDW/EDR, due diligence, and pitches.
• Strong financial statement analysis, financial modelling and written communication skills.

Responsibilities

• Lead key workstreams across the transaction lifecycle.
• Review and coach junior team members.
• Prepare and refine client proposals, information memorandums and management presentations.
• Conduct industry, company, buyer and transaction research to identify opportunities.
• Review work for accuracy and presentation quality before senior review.
• Support business development and market intelligence activities.

Skills

Self-starter

Time management

Quality focus

Team player

Communication

Entrepreneurial mindset

Education

CPA designation or other professional credential

Secondary designation such as CBV (optional)

Tools

Financial modelling

Electronic data rooms

Job description

Location: In Person - Calgary or Edmonton, AB

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 Senior 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 designated professional with proven transaction experience, strong technical ability, sound judgment, and a genuine interest in becoming a trusted advisor to business owners across Western Canada. The successful candidate will work closely with senior deal team members, take ownership of key workstreams across the transaction lifecycle, review and coach junior team members, and contribute to Sequeira’s continued position as one of Western Canada’s leading mid‑market M&A advisors.

At the Senior Associate level, you will deepen your professional foundation: leading important pieces of active mandates, strengthening your judgment as an advisor, helping junior team members develop, and continuing to build the entrepreneurial mindset required to succeed in M&A.

WHAT YOU WILL DO

Material Preparation, Research, Due Diligence, and Deal Execution

• Prepare, refine and review client proposals, information memorandums, management presentations and other transaction materials with a focus on clear, polished and client‑ready work product
• Provide insightful industry, company, buyer and transaction research that helps senior team members advise clients and identify transaction opportunities
• Identify issues or inconsistencies in client information, investigate potential solutions and communicate findings to senior team members and clients in a clear, practical manner
• Manage key aspects of buyer due diligence, including building and maintaining electronic data rooms and coordinating responses to information requests
• Research, assess and prioritize prospective purchasers, sector participants and referral relationships to support both active engagements and business development priorities
• Review work prepared by Analysts and Associates for accuracy, completeness and presentation quality before senior team review

Financial Modelling

• Build, review and maintain integrated financial models from client financial statements and supporting information
• Prepare forecasts, earnings analyses, discounted cash flow models, leveraged buyout scenarios and merger models with limited supervision while demonstrating strong self‑check habits and attention to detail
• Research and analyze comparable transactions and public company trading metrics in support of private company valuations and transaction materials
• Apply efficient quality‑control procedures to produce accurate work with minimal rework

Business Development Assistance

• Conduct industry, transaction and target‑company research to identify prospective clients, understand targeted businesses and contribute to Sequeira’s market intelligence
• Prepare market maps and help identify prospective clients, buyers and referral opportunities across Sequeira’s target geographies and industries
• Maintain current activity, target and follow‑up information in Sequeira’s database and project management systems, coordinating with partners to keep records accurate
• Draft pitches and presentations for prospective clients and influencer groups
• Build an external network with peers and contribute to firm initiatives such as newsletters, market updates, post‑deal marketing, research projects and targeted business development campaigns

CREDENTIALS

• CPA designation or another relevant professional designation
• Secondary designation, such as the CBV, is optional but encouraged
• Approximately five or more years of relevant work experience, including meaningful mid‑market transaction experience in investment banking, corporate finance, transaction services or a related field
• Experience across the full M&A deal lifecycle, including buyer research, financial modelling, core marketing materials, electronic data rooms, due diligence and pitch preparation
• Strong financial statement analysis, financial modelling and written communication skills

CHARACTERISTICS WE LOOK FOR - ALIGNED WITH OUR DNA

• A self‑starter who can work through files with limited supervision and exercise sound judgment when issues arise
• Proven organizational and time management skills, with the ability to take responsibility for multiple priorities and consistently meet internal and client deadlines
• 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 willing to seek feedback, support teammates and coach Analysts and Associates
• Confidence asking probing follow‑up questions of senior team members and clients, paired with timely and professional communication
• An entrepreneurial spirit - someone who looks for ways to learn, improve, build relationships, share more efficient ways of working and make the firm better

WHAT WE OFFER

• A clear career road map with expected progression from Senior Associate to 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 line
• Access to onsite amenities, which vary by office and may include a gym, tenant lounge and bike storage

CLOSING DATE

Until a suitable candidate is found.