Associate - Mergers and Acquisition (M&A)

Toronto · HybridCA$78k – CA$106k

About this role

Associate, M&A

Richter Toronto Office

Associate - Mergers and Acquisition (M&A)

Richter is one of Canada's largest independent accounting, business advisory and consulting firms. Innovation is the key to our approach, combined with the ability to generate results quickly. Richter offers a full range of advisory and consulting services, supported by in-depth industry knowledge and national and international experience. Our firm, located in Toronto, Montreal and Chicago, distinguishes itself from all other accounting firms because of the commitment and cooperation of our employees, who are the key to our success.

Our team

Our VLT (Valuation, Litigation & Transaction) team consists of full-service transaction advisors (buy or sell) that advise clients through the entire M&A process – from the initial valuation, quality of earnings assessment, preparation of a financial model and CIM, integration, and through closing – we assist our clients through some of their most important business and life decisions.

Role Overview: As an M&A Associate at Richter, you will play a critical role in leading and executing mid-market and private company M&A transactions. You will collaborate with cross-functional teams and clients, guiding them through every stage of the M&A process - from initial valuation to the final closing. Your expertise will be instrumental in shaping some of the most significant business decisions our clients face.

Key Responsibilities:

  • Transaction Execution: Lead and execute mid-market and private company M&A transactions, ensuring a seamless process from initial assessment to closing.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their business objectives, and providing strategic advisory services throughout the transaction process.
  • Marketing & Business Development: Develop and present compelling marketing pitches and transaction-related materials (e.g., CIM, teasers, buyer lists) to potential and existing clients.
  • Financial Analysis: Prepare and oversee integrated financial models, including discounted cash flow and valuation analyses, to support proposals and transaction documents.
  • Due Diligence & Negotiations: Facilitate discussions among various stakeholders (buyers, sellers, legal counsel) during due diligence and negotiations, ensuring all parties are aligned and informed.
  • Research & Analysis: Conduct comprehensive company and industry research to produce concise summaries and inform transaction strategies.
  • Team Leadership: Supervise and mentor less experienced staff, fostering their development and ensuring high-quality work output.
  • Collaboration with Legal Counsel: Work closely with legal teams to prepare definitive purchase and sale documentation, ensuring all legal aspects of the transaction are meticulously handled.
  • Quality Control: Ensure the accuracy and quality of all transaction-related deliverables, maintaining the highest standards of professionalism.

What We Are Looking For

  • Minimum 3 years of relevant work experience in audit or transaction advisory services
  • Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of your CPA
  • Effective verbal and written communication skills at a business level
  • Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
  • Very strong work ethic and ability to manage multiple mandates.
  • Ability to prepare a financial analysis with attention to detail
  • Strong interpersonal skills and the ability to work effectively within a team environment under time constraints
  • Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP)
  • Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts

What Richter offers you?

  • Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
  • Employee and Family access to virtual healthcare network
  • Employee and Family Assistance Programs, including consultations with mental health professionals
  • Annual Health & Well-being Program
  • Hybrid work Environment
  • Competitive Performance Bonus
  • Tuition Reimbursement
  • Professional Dues Reimbursement
  • CFE leave financial support
  • Academic Incentives
  • Talent referral bonus
  • Client referral bonus
  • Access to an on-demand concierge nannying, babysitting, and tutoring service
  • Annual employee rewards and recognition

 

The salary range for this position is $78,000–$106,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today!    

Company at a glance

Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers les générations. Forts d’un siècle d'expérience à conseiller à l'intersection de la famille et de l'entreprise, Richter a développé une approche intégrée afin d’accompagner les propriétaires d'entreprise dans leur quête d’un succès durable. Que ce soit sur le plan professionnel, personnel ou la combinaison des deux, Richter occupe une position unique pour répondre aux besoins des entrepreneurs, des clients privés, des propriétaires d'entreprise et des familles les plus prospères du Canada, en plus de les aider à tracer une voie claire pour façonner leur héritage destiné aux générations futures. Fondée en 1926, l'équipe multidisciplinaire de Richter, qui compte aujourd’hui 700 personnes, innove continuellement afin de créer de la valeur pour ses employés, ses clients et la collectivité au Canada ainsi qu’aux États-Unis.

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. Building on a century of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 700-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

Founded1926
Team Size501-1,000 employees
WorkspaceHybrid
IndustryProfessional Services
Location
Toronto, Ontario, Canada
LinkedInLinkedIn

Top Benefits

  • Group Insurance
  • Health Spending Account
  • Savings Plans
  • Employer Contribution Matching
  • Virtual Healthcare Network
  • Employee and Family Assistance Programs
  • Mental Health Consultations
  • Annual Health & Well-being Program
  • Competitive Performance Bonus
  • Tuition Reimbursement
  • Professional Dues Reimbursement
  • CFE Leave Financial Support
  • Academic Incentives
  • Talent Referral Bonus
  • Client Referral Bonus
  • Concierge Nannying, Babysitting, and Tutoring Service
  • Annual Employee Rewards and Recognition

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