Jobs
>
Toronto

    Associate, Transaction Advisory Services - Toronto, Canada - Richter

    Richter
    Default job background
    Full time
    Description

    Overview

    Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada's most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter's 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

    What we offer:

  • The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
  • The opportunity to develop your career with the direct support of your managers and firm partners; and
  • A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
  • Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement
  • Our team:

    Our transaction advisory group consists of full-service financial advisors (buy or sell) that advise clients through the entire M&A process – from assessment of shareholder objectives and strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and marketing materials, solicitation of interest and negotiations, and through closing. We assist our clients through some of their most important business and life decisions.

    A day in the life of an M&A Associate:

  • Business development – preparation of marketing materials and assistance with prospecting new mandates
  • Execute on active corporate finance and transaction advisory mandates
  • Develop an in-depth understanding of a client's objectives,
  • Learn the multi-faceted drivers of the business including service / product, customers, suppliers, geographic reach, competitive landscape, historical performance
  • Apply business, accounting, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc. )
  • Collaborate with client and internal senior resources to prepare the following:
  • In-depth industry and competitive research (incl. current industry insights, precedent transactions, and value creation opportunities)
  • Normalized financials, integrated financial models and due diligence workbooks
  • Marketing pitches (CIMS, Teasers, Management Presentations, etc.)
  • Potential buyer lists
  • Facilitate discussion amongst various stakeholders (buyers, sellers. advisors, etc.)
  • Support clients through the negotiating and closing phases of a transaction
  • Collaborate with legal counsel, assisting with review of agreements and preparation of disclosure schedules
  • What we are looking for:

  • Minimum 2 years of relevant work experience preferably in corporate finance, investment banking, transaction services, or audit
  • Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
  • Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
  • Very strong work ethic and ability to manage multiple mandates.
  • Ability to prepare integrated financial models, and valuation analysis
  • Ability to use research tools to extract relevant background material for business development and transaction support
  • Strong personal skills and the ability to work effectively within a team environment under time constraints
  • Comprehensive financial and accounting skills
  • Experience in financial services and ability to manage multiple projects and complex concepts
  • What's in it for you?

  • Leaders that will mentor you in achieving your career objectives
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work across several industries and geographies


  • Société Financière Manuvie Toronto, ON, Canada

    Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...


  • EY Toronto, Canada

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • EY Toronto, Canada

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • EY Toronto, Canada

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • Ernst & Young Toronto, Canada Full time

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • Société Financière Manuvie Toronto, ON, Canada

    Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...


  • Avanade Toronto, Canada

    **Qualifying candidates must currently reside in Toronto (Ontario), Canada** · Director, Financial Services Advisory Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air trave ...


  • Rick Hansen Foundation Ontario, Canada Full time

    Business Unit: Accessibility Advisory Services · Reports to: VP, Strategic Initiatives · Status: Full-time, Ongoing · Start Date: May 2024 · Salary Range: $85, $115,000.00 per year · Location: Remote and/or RHF Office, Travel Required · Founded on the legacy of Rick Hansen's M ...


  • Ernst & Young Toronto, Canada Full time

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • EY Toronto, Canada

    The opportunity · It's a highly collaborative global network, where resources, methodologies, tools and trends are constantly updated and shared to develop simple answers to complex treasury challenges. What's more, you'll integrate seamlessly with other EY functions to effectiv ...


  • EY Toronto, Canada Full time

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • EY Toronto, Canada

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • EY Toronto, Canada

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...


  • DNV Toronto, Canada

    **About us**: · We are the independent expert in assurance and risk management. Driven by our purpose, to safeguard life, property, and the environment, we empower our customers and their stakeholders with facts and reliable insights so that critical decisions can be made with co ...

  • RSM US LLP

    Advisory Director

    4 hours ago


    RSM US LLP Toronto, Canada

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...


  • Mott MacDonald Toronto, Canada

    **Responsibilities**: · - Be the focal point for climate change resilience in the region and manage the regional network of practitioners · - Cascade the objectives and priorities of the Global Practice down to the Unit level, considering the needs of the NASA Practice and market ...

  • TD Bank

    Manager, Aml Advisory

    4 hours ago


    TD Bank Toronto, Canada

    **Manager, AML Advisory**: · BR · **Job Category - Primary** · - Anti-Money Laundering / Compliance & Regulatory Relations · **Work Location** · - TD Centre - South - 79 Wellington Street West · **Employment Type** · - Regular · **City** · - Toronto · **Time Type** · - Full Time ...


  • CRUX Consulting Toronto, Canada

    CRUX is part of an international group of companies, with its offices in Asia and Middle East, focusing on consulting, international trade and construction services. CRUX's consulting arm specialises in providing a wide range of consulting services including audit & assurance, pr ...

  • KPMG-Canada

    Gta Office

    4 hours ago


    KPMG-Canada Toronto, Canada

    **Overview** · At KPMG in Canada, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. · Do work that matters,supported by acommunity that valuesdifference and care ...


  • TD Bank Toronto, Canada

    400660BR · Anti-Money Laundering / Compliance & Regulatory Relations · Toronto, ON · February 28, 2023 · Company Overview · Department Overview · The Global Compliance Department is responsible for overseeing Regulatory Compliance across TD Bank Group (TD) in accordance with the ...