Vice President, Investment Banking

Location: Vancouver, BC

Our Client:

Our client is a well-established and highly active mid-market M&A advisory firm in Western Canada. Over the past 30+ years, they have demonstrated a remarkable track record of success, having completed transactions totaling over $10 billion since its inception. As experts in mid-market M&A, our client takes pride in guiding and successfully concluding strategic transactions across various industry sectors. With a team of seasoned professionals, they are known for their expertise in structuring, negotiating, and executing complex deals with precision and finesse. The firm approaches each assignment with unwavering determination and creativity, ensuring its clients' transaction objectives are met.

Our client’s complete independence sets them apart – they are not affiliated with any financial institution and are wholly owned by their partners. In addition, through its partnership with IMAP (International Mergers & Acquisitions Partners), the firm has the ability to provide global reach to its valued clients.

Position & Scope:

We seek a dynamic and proficient professional, a Vice President, to play a pivotal role in spearheading various projects for our clients, encompassing divestitures, mergers and acquisitions, strategic financings, and other financial advisory tasks. The ideal candidate will have ample opportunities to engage directly with clients, taking charge of transaction execution and other critical client-driven ventures. Collaborating closely with senior partners, the Vice President will demonstrate skillful execution of intricate deals, thereby enhancing our client’s standing as a frontrunner in M&A advisory services.

What You Will Achieve in This Role:

Responsibilities include but are not limited to:

• Prepare and/or review financial models and valuation analysis, with support from associates.
• Lead and oversee the preparation of confidential information memorandums and other deal-related marketing materials.
• Build and manage strong client relationships.
• Lead the preparation of client presentations including ongoing transactions and business development opportunities. Additionally, you will play a pivotal role in delivering these materials to both clients and potential clients.
• Stay informed about current market trends and opportunities. Conduct research on financial, industry, and market data/information related to potential business opportunities for clients.
• Lead the day-to-day execution of M&A and other transaction advisory assignments, including regular prominent interaction with clients.
• Play a vital role in formulating negotiation strategies and other activities throughout the deal process.
• Provide oversight and guidance to junior staff on assignments.

What You Must Bring:

• You possess strong analytical skills, enabling you to derive valuable insights from complex qualitative and quantitative data.
• You possess exceptional written and verbal communication skills, demonstrating professionalism, clarity, and confidence in interactions. Proficient in garnering support and trust from both internal and external stakeholders.
• Prior M&A experience involving private companies is highly desirable.
• We value entrepreneurial spirit, adaptability, and the ability to thrive in a dynamic and agile work environment. A strategic mindset, combined with a willingness to take a hands-on approach when needed, is crucial to excel in this role.
• Proficiency in financial modeling, with a deep understanding of financial statements and various business valuation methodologies.
• Minimum of 5 years of hands-on M&A experience, including at least 2 years of leading and executing transactions.

Education:

• CPA, CFA, or CBV preferred.
• Bachelor’s or Master’s degree in business administration, Commerce, Finance, Accounting, or a related field.

Personal & Leadership Attributes:

• Exhibits a commitment to excellence by establishing and maintaining rigorous standards. Demonstrates a sharp focus on crucial decisions and activities while devising a well-structured plan to accomplish objectives.
• Adopts a transparent and principled approach, upholding honesty, and openness in all dealings with a strong emphasis on integrity.
• Proficient in managing multiple simultaneous projects, showcasing exceptional organizational and time management abilities.
• Highly motivated self-starter, adept at working autonomously and seamlessly integrating into a cohesive team, while fostering a collaborative environment, engaging effectively with individuals at all organizational levels.
• Ability to manage multiple projects concurrently, including strong organizational and time management skills.