M&A Associate, Origination

EXA Capital, LLC; Toronto; Híbrido; CAD 60.000 - 100.000; Jornada completa

Descripción de la vacante

An established industry player is seeking a dynamic Business Development professional to drive M&A initiatives and foster relationships in the enterprise software sector. This role involves conducting industry research, managing a pipeline of leads, and coordinating with the M&A team to develop effective outreach strategies. The ideal candidate will possess exceptional communication skills and a strong background in business development, with a focus on exceeding prospecting targets. Join a forward-thinking company that values innovation and offers a hybrid work environment, along with comprehensive benefits and perks designed to enhance work-life balance.

Servicios

Unlimited PTO

Lifestyle Spending Account up to $1,250

Home office setup allowance

Comprehensive group benefits

Hybrid working arrangements

Monthly team socials

Formación

• 2+ years in business development/lead generation, ideally in enterprise software.
• Excellent academic performance in an Undergraduate Business degree.

Responsabilidades

• Conduct industry research and maintain relationships with software business owners.
• Lead M&A pipeline process and support business development projects.

Conocimientos

Interpersonal Skills

Communication Skills

Business Development

Lead Generation

Pipeline Management

Presentation Skills

Time Management

Planning Skills

Metrics-Driven

Collaborative Teamwork

Educación

Undergraduate Business Degree

Degree in Finance or Accounting

Herramientas

HubSpot

Microsoft Office Suite

Descripción del empleo

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

Type: Full-Time, Permanent

Reports to: Senior Director, M&A and Integrations

About EXA

We Acquire, Build, and Grow enterprise software companies. Our mission is to drive transformation within our companies and create long-term value for our investors, partners, and employees. We build great businesses for the long term, over a permanent home to our Founders’ legacy, employees, and customers.

KEY RESPONSIBILITIES:

1. Conduct industry research by screening and researching potential company targets.
2. Identify and qualify company targets and nurture leads – Proactively initiating and maintaining relationships with owners of software businesses by email, phone, LinkedIn, conferences.
3. Grow EXA’s prospect database and qualify target companies to ensure they meet our investment profile based on a very specific set of criteria.
4. Lead M&A pipeline process by developing tailored messaging that engages critical decision makers.
5. Coordinate meetings, generate reports on leads, arrange qualified appointments and progress opportunities through the M&A pipeline.
6. Support M&A team by overseeing all business development related projects and assisting with ad-hoc metric analysis.
7. 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.
8. Support M&A Origination & Execution team members, including leading the training/onboarding of new team members and supporting junior team members when needed.
9. Support and on occasion lead weekly M&A Team meetings, including the review & weekly audit of qualification work conducted by Karachi-based M&A Business Analysts.
10. Support M&A Manager, Origination as Database Administrator for both EXA’s Online CRM & Offline Database of M&A targets, including monitoring inputs of all team members to ensure consistency/correct errors, and designing reports and dashboards to showcase the Origination team’s efforts.
11. Lead discussions with M&A target management teams and advisors from origination to the issuance of Indicative Offers, including drafting Indicative Offer letters and fielding offer-specific questions following offers being issued.
12. Review preliminary target company information, including Confidential Information Memorandums (CIM), company financials, and ownership structure to assess the quality of target companies.
13. Conduct preliminary analysis on acquisition target companies when needed, including conducting attrition analysis, restating financials (income statements), and building initial discounted cash flow model framework.

JOB REQUIREMENTS

Experience Requirements:

1. 2+ years of experience in a business development/lead generation role, ideally in enterprise software and/or a B2B environment is a must.
2. Excellent academic performance in an Undergraduate Business degree.
3. A degree in Finance or Accounting is considered an asset.
4. Proven ability to manage a pipeline of leads and exceed prospecting targets/KPIs.

Skill Requirements:

1. Exceptional interpersonal, verbal, and written communication skills.
2. Experience working in M&A, software, or technology is considered an asset.
3. Proficiency with HubSpot beneficial.
4. Highly proficient with the Microsoft Office Suite.
5. Self-motivated, hands-on attitude with a sense of urgency towards driving business development efforts.
6. Excellent planning, organization, and time management skills.
7. Highly metrics-driven and resilient.
8. Highly confident in presenting to C-suite executives and business owners.
9. Professional attitude and a persistent and solid work ethic.
10. Ability to work independently and in a collaborative team-oriented hybrid environment.
11. Growth mindset with an entrepreneurial spirit.
12. Willingness and ability to work within a hybrid remote/in-office environment.

PERKS:

1. Unlimited PTO - take the time you need to recharge and maintain a healthy work-life balance.
2. Lifestyle Spending Account up to $1,250.
3. A build-your-own home office setup, receive $500 to customize your workstation.
4. Comprehensive group benefits - we prioritize your well-being with complete medical, dental, and vision coverage for you and your family.
5. Hybrid working arrangements – 2 days in the office (Tuesday and Thursday), 3 days at home.
6. Toronto Office Headquartered at First Canadian Place with direct access to the PATH, the subway, Union Station, etc.
7. Monthly team socials.

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