Analyste M&A Fusions - Montreal - TAG Software Group

Description

Analyste M&A Fusions & Acquisitions | M&A Analyst (Montreal, Quebec)

TAG Software Group

We are seeking a detail‑oriented and driven M&A Analyst to support the sourcing, evaluation, and execution of acquisitions across Tag Software Group's portfolio of vertical market software companies.

In this role, you will conduct financial analysis, prepare valuation models, support due diligence workstreams, and contribute to investment presentations that drive strategic decision‑making. This is an excellent opportunity for an early‑career finance professional looking to develop strong transaction experience within an entrepreneurial, fast‑growing software acquisition environment.

About Tag Software Group

TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission‑critical software companies serving SMB, enterprise, and public sector customers. Founded as part of Valsoft Corporation, TAG provides a permanent home for software companies and focuses on long‑term partnerships that protect legacy, employees, and customers. Our in‑house team delivers an efficient, transparent, and seller‑friendly process, ensuring speed and certainty of close. Once part of TAG, companies gain access to proven best practices, dedicated value‑creation resources, and an extended ecosystem of sister companies, including proprietary technologies such as ValPay and Sadie AI.

Investment Approach

Unlike private‑equity and venture‑capital firms, we are entrepreneurs who buy, enhance and grow software businesses. We do not sell businesses. We form a strategic alliance with existing management teams, placing a premium on customer and employee well‑being over short‑term goals.

Culture

Tag Software Group is more than a workplace; we're a team. People are our greatest asset, and investing in them is our top priority. We create an environment of excitement, high performance, and collaboration, celebrating milestones and staying humble and hungry for success.

Responsibilities

• Conduct financial modeling, valuation analysis (DCF, trading comps, transaction comps), and scenario modelling for potential acquisition targets
• Assist deal sourcing by researching industries, mapping vertical software markets, and identifying qualified acquisition opportunities
• Support preparation of investment memos, presentations, and materials for senior leadership review
• Perform detailed financial, commercial, and operational due diligence on target companies
• Analyze historical financial performance, forecast assumptions, KPIs, and customer metrics
• Work closely with cross‑functional teams across finance, operations, technology, and legal during the diligence process
• Monitor portfolio and pipeline metrics, data rooms, and transaction timelines
• Conduct market and competitor research to evaluate industry trends, risks, and growth opportunities
• Maintain CRM data and internal acquisition tracking tools to support pipeline management
• Contribute to process improvements, documentation, and best practices within the M&A team

Qualifications (Minimum)

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 0–2 years of experience in Investment Banking, Corporate Finance, M&A, Private Equity, Consulting, or similar analytical role
• Strong financial analysis and valuation skills
• High proficiency in Microsoft Excel and PowerPoint
• Excellent attention to detail and ability to manage multiple tasks simultaneously
• Strong written and verbal communication skills
• Ability to work in a fast‑paced, entrepreneurial environment
• Curiosity about vertical market software businesses and long‑term investing

Preferred Qualifications

• Experience with financial modelling (DCF, comps, sensitivity analysis)
• Familiarity with CRM tools (e.g., Salesforce)
• Understanding of SaaS metrics and software‑focused due diligence
• Experience conducting market research or competitive analysis
• Strong problem‑solving, critical thinking, and analytical abilities
• Interest in long‑term career progression within M&A or corporate development

Employee Benefits

• Exposure to international transactions and senior decision‑makers
• Opportunity to develop deep M&A and financial modeling skills
• Career progression into M&A Associate and leadership roles
• Collaborative, entrepreneurial culture
• Access to best‑in‑class training, tools, and development programs
• Flexible remote or hybrid work options depending on region

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