Investment Associate

Emergence Software•Toronto, ON

7d•Remote

About The Position

Emergence is looking for an M&A / Investment Professional to support the investment diligence cycle from start to close, including target evaluation, Emergence thesis alignment, and post-investment integration planning.

Requirements

3+ years of deal-related experience in private equity, corporate development, and investment banking or management consulting, ideally with focus on enterprise software / B2B SaaS
Highly analytical and organized with strong written / verbal communication skills
Passionate about investing, with a strong understanding of fundamental business analysis, and an outstanding academic and professional record
Embodies our core values: hunger, humility, and high standards

Responsibilities

Perform comprehensive financial and operational due diligence to identify risks and opportunities
Develop and present retention analyses to understand the health of existing customers and potential deal pipeline
Analyze unit economics, key SaaS KPIs, and operating leverage of target opportunities
Facilitate quality of earnings analyses to assess the financial health and sustainability of potential acquisitions
Understand the net working capital bridge and indebtedness definitions to ensure accurate valuation adjustments
Ability to synthesize & assess the outcomes of negotiations on complex majority buyout transaction terms and structures
Collaborate with cross-functional teams, including finance, legal, and operations, to ensure seamless deal execution
Prepare detailed financial models and valuation reports to support decision-making
Prepare holistic Investment Committee Memos outlining critical diligence findings
Provide strategic recommendations to senior management based on in-depth analysis of potential deals