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Senior Director – Mergers and Acquisitions

Montréal ou Québec

Job Description

Vortex Strategy & Recruitment is actively seeking a Senior Director – Mergers and Acquisitions for its client, a fast-growing accounting firm in Quebec.

The Senior Director, Mergers & Acquisitions, leads the full execution of purchase, merger, and sale mandates. They are regarded by clients as their key reference within the firm and play an important role in understanding specific issues. He/She acts as a resource person for all other teams within the office.

Acting on both the buy-side and sell-side, the incumbent supports entrepreneurs in the strategic planning of the purchase or sale of a business, in addition to supporting the negotiation of transactional terms. They proactively manage expectations while maintaining smooth and effective communication with clients and stakeholders. Responsible for meeting deadlines and delivering mandates, they ensure excellence in execution and actively contribute to the success of transactions. They are a key member of the advisory services department and are involved in its growth.

Your Role and Responsibilities

  • Business Acquisitions, Mergers and Sales:

  • Lead and be actively involved in the transaction process and execution of purchase, sale, and merger mandates, and support partners in mandate management.

  • Explain to clients the various stages of a business transfer from the seller’s and/or buyer’s perspective.

  • Support clients and their legal advisors throughout the due diligence process in collaboration with auditors and/or tax specialists involved in the file.

  • Assist clients with special mandates, in collaboration with the partners involved (e.g., shareholder agreements, service agreements, fee-sharing agreements, leases, loan agreements, partnership agreements, investment projects, etc.).

  • Collaborate with the tax team in the review of legal documentation.

  • Ensure that legal and commercial aspects are compliant and well understood by clients and that financial and tax impacts align with expectations.

  • Lead strategic discussions with clients and other stakeholders (buyers, sellers, investors, potential capital providers).

  • Participate in negotiations and support clients and their legal advisors during negotiations.

  • Perform a wide range of complex financial analyses and industry research.

  • Prepare financial models, analyses, and valuations.

  • Prepare corporate presentations for potential clients.

  • Coordinate and participate in financial due diligence reviews with the business valuation team.

Requirements

  • Bachelor’s degree in Business Administration (BBA);

  • Graduate degree in a relevant field (Finance, Accounting), an asset;

  • CPA designation;

  • CBV (EEE) and CFA designations, assets;

  • Minimum of eight (8) years of relevant experience;

  • Strong accounting, financial, and analytical skills, particularly in modeling and valuation;

  • Advanced proficiency with financial market software tools;

  • Strong client relationship skills;

  • Excellent verbal and written communication skills in French and English.

Benefits

  • Highly competitive salary based on your work experience;

  • Opportunity to work 100% remotely;

  • Generous modular group insurance program;

  • Health spending account;

  • And much more.