Senior M&A Advisor at Portage, Grimsby

Join Portage M&A Advisory in Grimsby, Ontario, as a Senior M&A Advisor in a hybrid model. Focus on pre-sale advisory and sell-side execution while fostering client relationships.

This senior-level position is designed for high-performing advisors who want ownership of transactions and significant autonomy. Candidates must possess integrity and craftsmanship to deepen their deal judgment and deliver exceptional outcomes. Engage in both advisory and execution phases to glean comprehensive insights into value creation and effective positioning of founder-led businesses.

Key Responsibilities:• Support pre-sale advisory by clarifying valuation and buyer expectations • Build financial models and assess business valuations accurately • Prepare marketing materials and understand client value drivers • Manage due diligence processes and coordinate with stakeholders• Participate in negotiations and ensure aligned expectations

Requirements:• Bachelor’s degree in Business or related field • CPA, CFA, or CBV certification required • 3-5 years of Canadian sell-side M&A experience• Strong analytical and financial modeling skills • Excellent communication and project management abilities

Lead transactions end-to-end at Portage, where you'll enhance your skills in M&A and contribute to impactful client success. #J-18808-Ljbffr