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Partner/Managing Director, M&A Advisory

4 weeks ago

Toronto Ontario CA, Ontario Acquatio Full time

Partner / Managing Director, M&A Advisory


Company Overview


Acquatio is Canada’s leading wealth management M&A advisory firm.


We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits.


We specialize in succession planning, business valuation, and exit readiness, helping firm owners maximize enterprise value and prepare for a smooth sale. For buyers, we offer targeted acquisition strategies to identify the right opportunities and confidently navigate deal complexities.


Our name (pronounced acq-kway-she-oh) combines "acquisition" with "ratio," emphasizing our commitment to maximizing outcomes for our clients throughout the M&A process.


At Acquatio, we're accelerating the impact of ambitious wealth management firms.


The Role


We are looking for a Partner, M&A Advisory to lead our sell-side M&A advisory business and become a trusted partner to clients seeking to execute a successful succession or exit strategy.


The ideal candidate is entrepreneurial, excited about the opportunity to work for a highly specialized boutique firm, and enthusiastic about becoming an equity partner while leading the firm toward future growth and success.


You will bring 10+ years of experience serving financial institutions (e.g., banks, insurers, wealth managers, etc.) and be able to leverage an existing network to win sell-side mandates from CIRO dealers and registered portfolio management firms.


Responsibilities


Leadership & Business Development

  • Lead and grow the sell-side M&A advisory practice, with a focus on financial institutions, CIRO dealers, and registered portfolio management firms.
  • Develop and execute a strategic plan to drive firm growth, expand market presence, and enhance brand positioning.
  • Leverage an existing network and industry relationships to generate and secure new sell-side mandates.
  • Build and maintain long-term relationships with business owners, institutional investors, and other key stakeholders.
  • Represent the firm at industry events, conferences, and networking forums to enhance visibility and credibility.


Deal Origination & Execution

  • Oversee the entire M&A deal lifecycle, from initial client engagement through to closing.
  • Lead transaction structuring, valuation analysis, and due diligence processes to maximize value for clients.
  • Develop and present compelling deal materials, including confidential information memoranda (CIMs), management presentations, and financial models.
  • Manage negotiations with buyers, ensuring optimal deal terms for clients.
  • Act as a trusted advisor to clients throughout the M&A process, guiding them through complex strategic and financial decisions.


Firm Leadership & Growth

  • Play a key role in shaping the firm’s strategic direction and long-term vision.
  • Mentor and develop junior team members, fostering a high-performance culture.
  • Establish and refine best practices for deal execution, client service, and operational efficiency.
  • Contribute to thought leadership and market insights through whitepapers, industry reports, and media engagements.


Financial & Operational Management

  • Drive revenue growth and profitability for the M&A advisory practice.
  • Manage and optimize firm resources to ensure efficient deal execution and client service delivery.
  • Collaborate with firm leadership to develop and implement key business initiatives.
  • Maintain compliance with regulatory requirements and ethical standards in all deal activities.


Qualifications & Experience


Education & Professional Designations

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (MBA or CFA designation preferred).


Industry & Deal Experience

  • 10+ years of experience in investment banking, M&A advisory, corporate finance, or private equity, with a strong focus on financial institutions (e.g., banks, insurers, wealth managers, asset managers).
  • Proven track record of successfully originating, leading, and closing sell-side M&A transactions, particularly for CIRO dealers and registered portfolio management firms.
  • Strong financial modeling, valuation, and deal structuring expertise, with a deep understanding of transaction mechanics, regulatory considerations, and due diligence processes.
  • Experience in executing complex deals, including negotiating terms, structuring earn-outs, and managing buyer-seller dynamics.


Business Development & Leadership Experience

  • Demonstrated ability to build and maintain strong client relationships and act as a trusted advisor to business owners, executives, and institutional investors.
  • Established industry network with financial institutions, investors, and professional advisors, enabling access to proprietary deal flow.
  • Experience in managing and mentoring teams, fostering a high-performance, entrepreneurial culture within an advisory firm.
  • Strong leadership, communication, and strategic thinking skills, with the ability to drive growth and enhance the firm’s visibility in the market.


Regulatory & Sector-Specific Knowledge

  • Deep understanding of the regulatory landscape affecting M&A in financial services, including CIRO (Canadian Investment Regulatory Organization) regulations and compliance requirements for dealers and portfolio managers.
  • Familiarity with the competitive and operational landscape of mid-market financial institutions and asset managers in Canada.