Associate, Mergers & Acquisitions


Are you really good with numbers but also enjoy collaborating with a team?  Do you crave more client interaction?   Are you a humble, well organized high achiever who enjoys learning and growing?  Do you feel like your level of output is not commensurate with your comp?  If this sounds familiar, then we’d love to hear from you! 


About Us:

Portage M&A Advisory is a boutique firm located in the GTA that specializes in guiding business owners through the divestiture process.   As a result of the uptick in demand, we are looking to add an Associate to our deal team.


The Opportunity:

More specifically, we are searching for someone who enjoys the challenge of managing a variety of sell-side mandates simultaneously.  The Associate will work independently and as part of a team and is comfortable taking deals from inception to completion with limited support and training.  The successful candidate will be familiar with pitch documents (ie. CIMs, teasers) and be comfortable working closely with other specialists on the team. 


Key Responsibilities:

  • Manage Sell-side engagements from start to finish (lower-middle market deals)
  • Develop an in-depth understanding of client’s businesses, their drivers, including analysis of historical performance, working capital, capital expenditure, and forecasts
  • Work with Sellers, Buyers, and their professional advisors with a goal to move transactions towards closing the deals
  • Preparation of Confidential Information Memorandums and Teasers
  • Recast financial statements and MPSP reports
  • Oversee an electronic data room and manage the due diligence process for buy and sell-side engagements
  • Network through various channels to seek new prospects


  • Bachelor’s Degree in Business/Finance/Accounting
  • Professional Designation (ie. CPA, CFA, CBV) or MBA strongly preferred
  • 3+ years of professional working experience
  • Strong analytical capabilities with exceptional communication skills
  • Team player with the ability to work independently


Benefits and Perks:

  • Excellent Compensation (Salary and Bonus)
  • Ongoing opportunity to learn, grow, and advance
  • Comprehensive benefits package and pension plan
  • Hybrid work arrangement (home/office)


    At Portage M&A Advisory, we are committed to putting our people first. In light of COVID-19, our company continues to monitor the global situation and follow local guidance in each of our communities to ensure the health and wellbeing of our employees.

    Email your resume to we look forward to hearing from you!