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About the Role

As an M&A Intern, you’ll work directly with the CEO and founding team across the full M&A process. You’ll help turn conversations with business owners into well-run processes, keep live deals moving, and ensure the right information gets to the right person at the right time. This is a hands-on apprenticeship in modern M&A, offering exposure to mandate acquisition, business valuation, buyer identification, and deal closing. You will also contribute to improving the systems and AI workflows used in transactions.

Responsibilities

• Support the CEO across seller conversations, buyer outreach, deal preparation, and transaction follow-ups.
• Build and maintain financial models, valuation analyses, scenario analyses, and other decision materials used in live transactions.
• Prepare meeting briefs, call notes, action items, and next steps that keep every process moving.
• Help build market maps, buyer lists, company profiles, teasers, CIM materials, and client-ready presentations.
• Coordinate diligence requests, data-room materials, timelines, and communication across sellers, buyers, advisors, investors, and internal teams.
• Research and develop relationships with strategic buyers, search funds, private equity firms, and individual acquirers across North America.
• Maintain accurate deal and relationship data for pipeline visibility.
• Utilize Succession AI’s tools to accelerate research, analysis, buyer sourcing, and process management, while providing product feedback.
• Collaborate across M&A, product, engineering, and operations to improve playbooks, templates, workflows, and product feedback.
• Translate client and deal-team needs into clear requirements and assist in developing practical tools.
• Own focused cross-functional projects to enhance M&A function speed, clarity, and scalability.

Requirements

• Strong foundation in finance with the ability to build, read, and explain financial models.
• Understanding of three-statement modeling, valuation, financial analysis, and assumption impact.
• Prior client-facing experience through an internship, work term, project, or role in finance, M&A, consulting, accounting, investment banking, corporate development, entrepreneurship, or a related field.
• Comfortable working directly with business owners, buyers, investors, and senior stakeholders.
• Ability to prepare for conversations, ask thoughtful questions, take clear notes, and follow through.
• Highly organized with the ability to track details, deadlines, and follow-ups across multiple workstreams.
• Clear writing and confident communication skills, with discretion for sensitive information.
• Analytical and comfortable working with spreadsheets, research, and imperfect information.
• High agency: ability to investigate unclear or broken processes, make recommendations, and drive progress.
• Comfortable working across functions, from financial models to client calls to product feedback.
• Low-ego, fast-learning, and excited to work in person with a founding team.

Skills

• Financial modeling
• Valuation
• Financial analysis
• Client-facing communication
• Organization
• Detail-orientation
• Spreadsheet proficiency
• Research
• Cross-functional collaboration

Location

• Toronto

Work Type

• In-person

Experience Level

• Internship

Benefits

• Founding Ownership
• Institutional partnerships
• Proprietary valuation tools
• Expanding buyer network
• Responsibility
• Autonomy
• Leadership opportunities

About the Company

• Succession AI is an AI-native M&A advisory firm for small and medium-sized businesses ($1M-$30M in revenue).
• We are building a modern investment bank centered around AI and business owner needs.
• Our AI automates 70% of an advisor's weekly workload, enabling advisors to close deals 3x faster than the industry norm.
• We are one of Canada’s fastest-growing AI-native M&A advisory firms.
• Backed by over $1M from top venture investors including Comma Capital, Hustle Fund, and StandUp Ventures.