M&A Advisor

Succession AI•Toronto, ON

66d•CA$80,000 - CA$120,000•Onsite

About The Position

Succession AI is an AI-native M&A advisory firm focused on small and medium-sized businesses with $1M-$30M in revenue. We are building a modern investment bank that leverages AI to automate routine tasks, allowing advisors to close deals three times faster than the industry norm. This role is for the first M&A Advisor hire, reporting directly to the CEO, and working closely with the founding team. The position offers the opportunity to run deals end-to-end, refine M&A strategies with AI assistance, and grow into a leadership role as the company scales.

Requirements

3-7 years of M&A experience at a Big 4 deal advisory practice, mid-market or boutique M&A firm, or an equivalent sell-side or corporate development role on small and mid-market transactions.
Experience with CIMs, financial models, LOIs, and closings.
Ability to focus on deal progression rather than just spreadsheet work.
Experience running live deals and managing the full lifecycle: origination, diligence, negotiation, and close.
Strong understanding of financial fundamentals.
Ability to build trust and relationships with business owners, including holding difficult conversations about valuation or timing.
Proactive and hands-on approach to problem-solving and organizing processes.
Excitement about building a new playbook and standard for SMB M&A.

Nice To Haves

CPA designation is a strong asset.

Responsibilities

Drive transactions from engagement to close, managing timelines and guiding founders through the selling process.
Engage with business owners exploring their options, build trust, and convert conversations into signed sell-side mandates.
Utilize the AI platform for valuations, CIM creation, buyer sourcing, deal analytics, and diligence preparation.
Design new processes and work with engineering to automate them, directly training internal AI products with deal expertise.
Build and maintain a network of qualified buyers, including private equity firms, search funds, strategic acquirers, and individual buyers.
Run competitive sale processes to ensure sellers achieve the best possible outcome.