Associate, Mergers & Acquisitions

Harmony Succession Partners is a boutique M&A firm specializing in selling private businesses valued between $3 million and $30 million. The Associate will gain hands-on experience across the full M&A deal lifecycle, supporting clients through all stages of the transaction process while developing into increasing client-facing responsibilities.

Responsibilities

• Researching companies and industries, preparing marketing materials (teasers, CIMs, management presentations, pitch decks), organizing client data and data rooms for sell-side processes, supporting the team in preparing and presenting materials to current and prospective clients, building financial models, and proofreading financial and legal documents throughout the transaction lifecycle
• Supporting client relationship management, including maintaining existing relationships, gathering transaction-related information, participating in client presentations, and communicating with prospective buyers during due diligence

Skills

• Undergraduate degree in Business Finance and/or Commerce or Accounting
• Strong critical thinking, writing, and accounting capabilities
• Proactive mindset and high emotional intelligence to effectively service clients
• Strong self-starter with exceptional project management skills
• Ability to manage multiple projects and deliverables simultaneously across various HSP engagements
• Critical thinker with a solid understanding of accounting fundamentals
• Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise documents
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Occasional travel within the GTA and Southern Ontario is required
• Candidates must have access to a vehicle for independent travel to client sites
• Completion or progression toward a finance or accounting designation (CPA, CBV, CFA, MSc or MBA) would be considered an asset
• Previous experience in financial services is preferred, including accounting, equity research, transaction services, commercial banking, private equity, or investment banking
• Experience in client relationship management and business development is a plus

Benefits

• Mileage reimbursed by HSP
• Performance-based compensation

Company Overview