Senior Associate or Assistant Vice President (M&A)

Tequity Advisors; Canada; Remote; CAD 90,000 - 120,000; Full time

Job summary

A leading company in M&A transactions seeks a Senior Associate or Assistant Vice President to manage and execute deals. This full-time remote role involves leading document preparation, client communications, and negotiations. Ideal candidates will have strong project management skills and experience with Salesforce.

Qualifications

• Experience with Salesforce will be a strong asset.
• Strong understanding of financial statements and key SaaS metrics.

Responsibilities

• Managing and executing multiple M&A transactions from start to finish.
• Leading the preparation and delivery of critical deal documents.
• Facilitating key client calls and managing the due diligence process.

Skills

Client Communications

Project Management

Negotiation

Tools

Salesforce

Job description

Senior Associate or Assistant Vice President (M&A)

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Managing Partner @ Tequity Advisors | CBV

Company Description

Tequity Advisors is dedicated to achieving the best outcomes for our clients through successful M&A transactions within Cloud, SaaS, and IT ecosystems. Leveraging our deep industry knowledge and global relationships with strategic tech-focused buyers, we deliver the right buyer and the best transaction. With extensive experience as executives, consultants, and owners of software and technology companies, we assist CEOs and shareholders with business growth and exit strategies. Our expertise spans both domestic and cross-border transactions, allowing us to source strategic buyers worldwide.

Role Description

This is a full-time remote role for a Senior Associate or Associate Vice President (M&A). The role involves:

1. Managing and executing multiple M&A transactions from start to finish, maintaining high levels of client satisfaction and meeting project milestones.
2. Leading the preparation and delivery of critical deal documents, including Confidential Information Memorandum (CIM), buyer lists, financial models, and client presentations.
3. Facilitating key client calls and preparing clients for buyer meetings, negotiating offers, and managing the due diligence process.

Qualifications

1. Partner & collaborate closely with Managing Directors to drive firm success.
2. Collaborate with fellow VPs and Associates to drive team performance.
3. Experience with Salesforce will be a strong asset.
4. Proficiency in client communications and project management.
5. Strong understanding of the three financial statements and key SaaS metrics.
6. Ability to multitask and execute multiple mandates with minimal supervision.
7. Ability to work independently and collaboratively with dedication.
8. Ability to negotiate offers, deal structures, transaction documents (including key issues), and all elements of deal consideration in M&A.
9. Build and maintain relationships with private equity firms, potential buyers, and third-party professionals to extend and maintain Tequity’s network.
10. Excellent verbal and written communication skills and a proven team player.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal

Industries

• Investment Banking

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