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Associate, Mergers & Acquisitions

Remote, USAFull-timePosted 2026-07-29

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

Responsibilities

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

Skills

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

Benefits

  • Mileage reimbursed by HSP
  • Performance-based compensation

reputed company

  • reputed company Succession Partners (HSP) is an independent M&A advisory firm reputed company on selling Ontario-based companies valued between $3MM to $30MM. It was founded in reputed company, and is headquartered in Toronto, Ontario, CA, with a workforce of 2-10 employees. Its website is https://www.harmonysuccession.com/.
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