Senior Associate

Valuepath Partners Inc. (Valuepath) is a lower middle market sell-side M&A advisory firm, focused on clients with businesses in the $10-50mm Enterprise Value range. Valuepath’s mission is to enable these business owners to achieve optimal transaction outcomes by finding the right buyer, negotiating the best deal and demystifying the sale process. Through the integration of technology and process best practices, Valuepath strives to redefine lower middle market sell‑side M&A. Valuepath’s leaders carry decades of experience and relationships in Western Canadian M&A. Valuepath’s founder, Aroon Sequeira, previously founded one of Western Canada’s largest middle‑market independent M&A advisory and valuation firms, and before that, led the Alberta M&A advisory practice for a Big 4 accounting firm. Valuepath’s leadership provides team members immediate access to deep industry knowledge and mentorship, as well as a broad network of senior industry professionals. Candidate DNA To be successful at Valuepath, you must be highly motivated with strong attention to detail, have an analytical and logical mind, enjoy dealing with people, and have a passion for corporate finance. Being a strong team player, with the ability to adapt to changing requirements or deadlines in support of our clients’ goals is an important quality. To be successful, you will have the following character attributes: Dedicated and motivated individual with high career aspirations and a strong work ethic Results oriented and energetic self‑starter An ability to work well under pressure with multiple competing deadlines, while maintaining attention to detail An ability to work in a fast‑paced environment with ambiguous and changing requirements Enjoy sales and business development An ability to work independently and tenaciously to complete tasks Strong relationship management and interpersonal skills Strong written and verbal communication/presentation skills Strong problem‑solving skills Ability to develop relationships and liaise with colleagues and other professionals to achieve premium outcomes for our clients Passion to improve internal processes and promote knowledge sharing in the team To be successful, you will have the following technical skills: Strong computer (specifically Excel and PowerPoint) and financial modelling skills Experience in conducting financial modelling and analysis, including synergy review, working capital assessment, and cash flow assessment Working knowledge of the Canadian GAAP and International Finance and Accounting concepts and principles as it relates to M&A transactions Valuepath is growing and we want to add a few exceptional professionals to our team. This is a unique opportunity to develop as an M&A professional and be involved in scaling a business. We are hiring across multiple positions and considering applicants across both Senior Associate and Vice President roles: Senior Associate Responsibilities As a Senior Associate, you will lead the execution of M&A mandates, supported by a team of Analysts & Associates and under the guidance and oversight of senior professionals. Key responsibilities include the following: Review and provide support in preparing financial and pricing analysis, including detailed financial modelling, data‑driven forecasting, and scenario analysis Review and provide support in preparing mandate‑related research, including industry, market, and competitive landscape research Review and provide support in preparing marketing materials, including Pitch Decks, Teasers, Confidential Information Memorandums, and other client‑related and market‑oriented materials Assist in identifying and evaluating prospective acquisition targets, purchasers, and investors With support from senior team members, lead end‑to‑end deal execution, acting as key point of contact for clients, targets, and other stakeholders Oversee multiple engagements and ensure timely completion of high‑quality client deliverables With support from senior team members, deliver high‑impact presentations and recommendations to boards, owners, and senior stakeholders With support from senior team members, manage project budgets, monitor resourcing, and oversee billing to ensure efficient execution of work Support the ongoing development of junior team members, acting as a career coach to guide performance management, professional growth, and long‑term career progression Support business development and lead generation by representing the firm in the market and building relationships within the broader community Assist with the development of the firm’s business strategy by identifying high‑potential market segments, analyzing competitive positioning, and uncovering opportunities for growth and differentiation Embrace new technologies and encourage their use to improve operational efficiency and process execution Qualifications Undergraduate degree in Business with a concentration in finance and accounting 5+ years of relevant experience (public accounting, corporate finance, M&A advisory, investment banking, private equity, or related experience) 2+ years of relevant experience in a similar advisory role (corporate finance, M&A advisory, investment banking) 1+ years of team lead or management experience A minimum of one relevant designation (CPA, CBV, CFA, MBA, or other relevant designations); multiple designations or progress towards multiple designations is viewed as an asset See Candidate DNA section above for other relevant details Vice President Responsibilities As a Vice President, you will lead the execution of M&A mandates, supported by a team of Analysts & Associates and with limited oversight from senior professionals, with a focus on presence in the market. Key responsibilities include the following: Review and provide support in preparing financial and valuation analysis, including detailed financial modelling, data‑driven forecasting, and scenario analysis Review and provide support in preparing mandate‑related research, including industry, market, and competitive landscape research Review and provide support in preparing marketing materials, including Pitch Decks, Teasers, Confidential Information Memorandums, and other client‑related and market‑oriented materials Assist in identifying and evaluating prospective acquisition targets, purchasers, and investors Lead end‑to‑end deal execution, acting as key point of contact for clients, targets, and other stakeholders Oversee multiple engagements and ensure timely completion of high‑quality client deliverables Deliver high‑impact presentations and recommendations to boards, owners, and senior stakeholders Manage project budgets, monitor resourcing, and oversee billing to ensure efficient execution of work Support the ongoing development of junior team members, acting as a career coach to guide performance management, professional growth, and long‑term career progression Play a key role in business development and lead generation by representing the firm in the market and building relationships within the broader community Assist with the development of the firm’s business strategy by identifying high‑potential market segments, analyzing competitive positioning, and uncovering opportunities for growth and differentiation Embrace new technologies and encourage their use to improve operational efficiency and process execution Last but not least, sit at the leadership table and provide input on strategic and operational matters Qualifications Undergraduate degree in Business with a concentration in accounting and finance 8+ years of relevant experience (public accounting, corporate finance, M&A advisory, investment banking, private equity, or related experience) 4+ years of relevant experience in a similar advisory role (corporate finance, M&A advisory, investment banking) 2+ years of team lead or management experience A minimum of one relevant designation (CPA, CBV, CFA, MBA, or other relevant designations); multiple designations or progress towards multiple designations is viewed as an asset See Candidate DNA section above for other relevant details What We Offer Valuepath is a well‑capitalized professional services firm offering competitive base salary and excellent opportunity to earn performance‑based variable compensation. We are not an “eat what you kill” shop. Candidates joining Valuepath can expect the following: Competitive compensation package with excellent opportunity for performance‑based variable compensation Lead‑level exposure as the main point of client and target contact on material transactions Collaborative, tight‑knit, and highly entrepreneurial team with deep mentorship opportunities A seat at the table regarding the future development of the firm Early equity opportunities if you deliver exceptional value to the firm Seniority level Mid‑Senior level Employment type Full‑time Industries Investment Banking Referrals increase your chances of interviewing at Valuepath Partners Inc. by 2x Get notified about new Senior Associate Vice President jobs in Edmonton, Alberta, Canada . #J-18808-Ljbffr