Associate - M&A Advisory

Who We Are

Established in 1990, Capital West Partners is a leading transaction advisory firm, based in Vancouver, BC, serving entrepreneur-owned, Western Canadian-based companies in the “mid-market” (i.e. companies with revenues between $10 million and $300 million). We help our clients plan, negotiate, and complete major transactions such as business sales, acquisitions, and strategic financings. As one of the most active transaction advisory firms in Western Canada, we have successfully closed transactions totaling $10 billion for clients such as lululemon, Artizia, Canfor, A&W, The Keg, and Harbour Air, among many others. See our website for more information – www.capwest.com.

Our team of professionals has vast experience in advising companies on a wide range of transactions and across various industries. Bringing energy and tenacity to every client assignment, we enjoy the challenge of seeing each deal through to successful completion and achieving our client’s transaction objectives. We are proud of our company culture of teamwork, open communication, and creating opportunities for all our team members.

Role and Responsibilities

The role will include a wide range of responsibilities on M&A and financing transactions, among other initiatives, including:

• Assisting in the execution of transactions for our clients, with responsibilities increasing over time
• Preparing client presentations including compiling / analyzing data and conducting research
• Preparing financial models and valuation analysis
• Assisting in drafting confidential information memorandums and other deal related marketing materials
• Researching and communicating with potential acquirers
• Coordinating transaction due diligence

Skills and Qualifications

The successful candidate will possess the following skills and qualifications:

• 2+ years of experience in professional services with a financial analysis focus (e.g. audit, accounting, M&A advisory). Prior M&A advisory experience is not a requirement, but definitely an asset.
• Undergraduate business degree required - Major in Finance or Accounting preferred, with strong record of academic achievement
• CPA, CFA or CBV preferred
• Strong understanding of finance and accounting, with experience in financial modeling and analysis (i.e. income statement, balance sheet, and cash flow forecasting)
• Excellent interpersonal, communication and writing skills
• Strong attention to detail, and ability to work on multiple projects simultaneously
• Energetic, inquisitive self-starter with ability to work in a collaborative team environment
• Proficiency and experience working with Microsoft Office (Word, Excel, and PowerPoint)

Compensation

• Starting salary of $90,000, plus an annual bonus
• $1,500 Health Spending Account
• 15 days vacation

If you would like to be considered for this position, please submit your resume in PDF format through this LinkedIn job posting. Due to the volume of applicants, we unfortunately cannot respond to everyone. We will contact only those candidates with whom we are requesting an interview.