Vice-President, Middle Market Mergers & Acquisitions in Toronto

The Vice President, Middle Market M&A will play a key role in originating and executing merger and acquisition transactions for privately owned and entrepreneur-led businesses across Canada. The successful candidate will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range of sell-side, buy-side, and capital advisory assignments.

This position requires strong transaction execution capabilities, client relationship management skills, business development experience, and a deep understanding of corporate finance and valuation methodologies.

Key Responsibilities

• Business Development & Relationship Management
  • Develop and maintain relationships with business owners, private equity firms, family offices, strategic acquirers, and other market participants.
  • Identify and cultivate opportunities for new advisory mandates through personal networks and internal referral channels.
  • Partner with senior members of the Middle Market M&A team and colleagues across BMO to originate new business opportunities.
  • Lead and contribute to client pitches and marketing initiatives.
  • Maintain current knowledge of industry trends, transaction activity, valuation developments, and competitive market dynamics.
  • Represent BMO in the marketplace through active participation in industry and professional networks.
• Transaction Execution
  • Lead the day-to-day execution of sell-side and buy-side M&A mandates.
  • Manage transaction workstreams from mandate engagement through closing.
  • Develop and review financial models, valuation analyses, marketing materials, and client presentations.
  • Oversee the preparation of teasers, confidential information memoranda (CIMs), management presentations, and other transaction documentation.
  • Coordinate buyer outreach processes and manage communications with prospective acquirers.
  • Support negotiations relating to transaction structure, valuation, and key commercial terms.
  • Coordinate due diligence processes and manage interactions with legal, accounting, financing, and other transaction advisors.
  • Work closely with clients and internal stakeholders to deliver successful transaction outcomes.
• Team Leadership
  • Provide leadership, coaching, and mentorship to Associates and Analysts.
  • Oversee work product quality and ensure adherence to professional and regulatory standards.
  • Foster a collaborative, high-performance team environment.
• Risk Management & Governance
  • Ensure compliance with all applicable regulatory requirements, internal policies, and risk management standards.
  • Maintain high standards of accuracy, quality control, and documentation throughout the transaction process.
  • Adhere to Know Your Client (KYC), Anti-Money Laundering (AML), and other compliance requirements.

Qualifications

• 5-7+ years of relevant experience in M&A advisory, investment banking, corporate development, or a related corporate finance environment.
• Demonstrated experience executing middle-market M&A transactions.
• Proven track record of developing and maintaining client relationships.
• Experience working with entrepreneur-owned businesses, private equity firms, and strategic buyers is preferred.
• Exposure to multiple industries, including industrials, manufacturing, business services, technology, or natural resources, is an asset.

Skills & Competencies

• Strong financial modeling and valuation capabilities.
• Advanced knowledge of M&A transaction processes and market dynamics.
• Exceptional analytical, presentation, and communication skills.
• Strong negotiation and problem-solving abilities.
• Proven ability to manage multiple transactions and priorities simultaneously.
• Demonstrated leadership and team development capabilities.

Why Join BMO

• Opportunity to advise leading middle-market companies across Canada.
• Exposure to complex and high-impact strategic transactions.
• Collaborative team environment with strong cross-platform connectivity across BMO.
• Meaningful client interaction and responsibility from day one.
• Opportunities for professional growth and advancement within a leading North American financial institution.