Top Benefits
About the role
Our team:
Our transaction advisory group consists of full-service financial advisors (buy or sell) that advise clients through the entire M&A process - from assessment of shareholder objectives and strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and marketing materials, solicitation of interest and negotiations, and through closing. We assist our clients through some of their most important business and life decisions.
A day in the life of an M&A Associate:
-
Business development - preparation of marketing materials and assistance with prospecting new mandates
-
Execute on active corporate finance and transaction advisory mandates
-
Develop an in-depth understanding of a client’s objectives,
-
Learn the multi-faceted drivers of the business including service / product, customers, suppliers, geographic reach, competitive landscape, historical performance
-
Apply business, accounting, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc. )
-
Collaborate with client and internal senior resources to prepare the following:
- In-depth industry and competitive research (incl. current industry insights, precedent transactions, and value creation opportunities)
- Normalized financials, integrated financial models and due diligence workbooks
- Marketing pitches (CIMS, Teasers, Management Presentations, etc.)
- Potential buyer lists
- Facilitate discussion amongst various stakeholders (buyers, sellers. advisors, etc.)
- Support clients through the negotiating and closing phases of a transaction
- Collaborate with legal counsel, assisting with review of agreements and preparation of disclosure schedules
What we are looking for:
- Minimum 2 years of relevant work experience preferably in corporate finance, investment banking, transaction services, or audit
- Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
- 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 integrated financial models, and valuation analysis
- Ability to use research tools to extract relevant background material for business development and transaction support
- Strong personal skills and the ability to work effectively within a team environment under time constraints
- Comprehensive financial and accounting skills
- Experience in financial services and ability to manage multiple projects and complex concepts
What's in it for you?
- Leaders that will mentor you in achieving your career objectives
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work across several industries and geographies
About Richter
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. Comptant près de 100 ans 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 600 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. With close to 100 years 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 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
Top Benefits
About the role
Our team:
Our transaction advisory group consists of full-service financial advisors (buy or sell) that advise clients through the entire M&A process - from assessment of shareholder objectives and strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and marketing materials, solicitation of interest and negotiations, and through closing. We assist our clients through some of their most important business and life decisions.
A day in the life of an M&A Associate:
-
Business development - preparation of marketing materials and assistance with prospecting new mandates
-
Execute on active corporate finance and transaction advisory mandates
-
Develop an in-depth understanding of a client’s objectives,
-
Learn the multi-faceted drivers of the business including service / product, customers, suppliers, geographic reach, competitive landscape, historical performance
-
Apply business, accounting, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc. )
-
Collaborate with client and internal senior resources to prepare the following:
- In-depth industry and competitive research (incl. current industry insights, precedent transactions, and value creation opportunities)
- Normalized financials, integrated financial models and due diligence workbooks
- Marketing pitches (CIMS, Teasers, Management Presentations, etc.)
- Potential buyer lists
- Facilitate discussion amongst various stakeholders (buyers, sellers. advisors, etc.)
- Support clients through the negotiating and closing phases of a transaction
- Collaborate with legal counsel, assisting with review of agreements and preparation of disclosure schedules
What we are looking for:
- Minimum 2 years of relevant work experience preferably in corporate finance, investment banking, transaction services, or audit
- Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
- 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 integrated financial models, and valuation analysis
- Ability to use research tools to extract relevant background material for business development and transaction support
- Strong personal skills and the ability to work effectively within a team environment under time constraints
- Comprehensive financial and accounting skills
- Experience in financial services and ability to manage multiple projects and complex concepts
What's in it for you?
- Leaders that will mentor you in achieving your career objectives
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work across several industries and geographies
About Richter
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. Comptant près de 100 ans 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 600 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. With close to 100 years 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 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.