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About the Role
Succession AI is seeking its first M&A Advisor to report directly to the CEO. This role offers the opportunity to run deals end-to-end, refine M&A strategies using AI, and grow into a leadership position as the company scales.
Responsibilities
- Drive transactions from engagement to close, managing timelines and guiding founders through the selling process.
- Engage warm leads, build trust, and convert conversations into signed sell-side mandates.
- Utilize AI-powered platform for valuations, CIM creation, buyer sourcing, deal analytics, and diligence preparation.
- Design new processes and work with engineering to automate them, training internal AI products with deal expertise.
- Build and maintain a network of qualified buyers and run competitive sale processes.
Requirements
- 3-7 years of M&A experience at a Big 4 deal advisory practice, mid-market or boutique M&A firm, or equivalent sell-side or corporate development role.
- Experience with sell-side or corporate development roles on small and mid-market transactions.
- Proficiency in CIMs, financial models, LOIs, and closings.
- Ability to manage the full deal lifecycle: origination, diligence, negotiation, and close.
- Strong understanding of financial fundamentals and deal closing capabilities.
- Ability to build trust and relationships with business owners.
- Capacity to handle difficult conversations about valuation or timing.
- Willingness to be hands-on, organize, and drive resolution in a fast-paced environment.
- Excitement for problem-solving and setting new standards for SMB M&A.
Skills
- M&A advisory
- Financial modeling
- Deal origination
- Due diligence
- Negotiation
- Relationship building
- AI utilization
- Process design
- Buyer relationship management
Location
- Toronto
Work Type
- In-person
- Full-time
Experience Level
- Mid-level
- Senior-level
Education Level
- CPA designation is a strong asset
Benefits
- Founding ownership
- Untapped career growth potential
- Responsibility, autonomy, and 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).
- The firm is building a modern investment bank leveraging AI to automate tasks and enable advisors to close deals faster.
- Succession AI is one of Canada's fastest-growing AI-native M&A advisory firms.
- The company has institutional partnerships, proprietary valuation tools, and an expanding buyer network.
- Backed by over $1M from top venture investors including Comma Capital, Hustle Fund, and StandUp Ventures.