M&a Analyst

Description:

This is an exciting opportunity to gain hands-on experience with many of the core activities involved in a buy-side, technology-focused corporate development team or private equity firm. The selected candidate will be an integral part of the Banyan M&A team, working directly with Associates, Directors, and VPs at our Toronto headquarters in a high-energy, collaborative environment.

The role offers exposure to a wide range of areas, including new industries, business models, valuation methodologies, and research techniques, as well as opportunities to contribute to due diligence and M&A transaction processes. The candidate will take on meaningful responsibilities and have a measurable impact on the organization.

The primary developmental objectives include building a strong understanding of the private company acquisition process, developing the ability to analyze software businesses, and preparing high-level valuations.

Key Responsibilities:

You will support the evaluation and acquisition of vertical market software companies by contributing to the following areas:

• M&A Deal Evaluation (60%)
• Operational, financial, and market due diligence (30%)
• Data-focused special projects (10%)

Job Responsibilities:

• Serve as the first point of contact for analyzing and presenting financial and non-financial information on new acquisition opportunities, utilizing Banyan’s key KPIs and investment criteria
• Review confidential information on potential acquisitions and prepare investment summaries for presentation to Banyan’s management team and Board
• Participate in due diligence for potential acquisitions by analyzing in-depth operational aspects of businesses and performing complex analyses
• Prepare valuation and operational models for potential acquisitions
• Research attractive software business models and industries aligned with Banyan’s investment criteria
• Collaborate with a high-energy, global M&A team

Qualifications for Success:

• 3–5 years of complementary professional experience
• Strong academic performance in an undergraduate degree program
• Professional designation obtained or near completion (ACCA, CA, CPA, or CFA)
• Highly motivated, with a demonstrated interest in private equity, technology, and finance
• Natural curiosity about how businesses operate, a passion for technology, a tenacious approach to research, and the ability to think independently
• Advanced written and verbal communication skills in English
• Collaborative mindset, with the confidence to challenge the status quo and propose improvements to existing processes
• Strong analytical skills and a solid understanding of financial statements
• Experience building financial models, with the ability to transform unstructured data into well-organized analysis; prior M&A experience is an asset