Associate, M&A Advisory

Valuepath Partners Inc. (Valuepath) is a boutique M&A advisory firm based in Edmonton, Alberta, focused on owner-led businesses in the lower middle market ($10–$50 million Enterprise Value range). We help owners understand their options, prepare for a transaction and navigate the sale process from beginning to end.

Led by Aroon Sequeira and Connor James, our senior-led team brings deep transaction experience from Big Four and boutique advisory firms. Our structure gives team members direct access to experienced M&A professionals, deep industry knowledge and mentorship, as well as a broad network of senior business and industry professionals.

We’re building Valuepath to be the leading M&A advisor to owner-led businesses in the lower middle market in Western Canada, and we’re looking for people who want to help us achieve that goal.

At Valuepath, an Associate is a vital part of the deal team. You’ll work directly with senior professionals, peers, business owners, other professional advisors, and counter parties while gaining hands‑on experience across the full transaction lifecycle.

You won’t be limited to one piece of a transaction. You’ll take a deep dive into the businesses we advise, contribute meaningfully to client work, and take on greater responsibility as your experience and judgment develop.

This is an opportunity to build beyond your technical foundation and develop the judgment, relationships, and transaction experience required to become a well‑rounded M&A advisor.

As an Associate, you will support senior professionals throughout the execution of M&A mandates, from client origination to post‑close matters.

Key responsibilities include:

• Analyze historical financial statements and identify necessary normalizing adjustments
• Build and prepare technical based analysis, projections, forecasts, and models
• Prepare detailed financial models and perform scenario analysis
• Prepare valuation analysis using a range of valuation techniques, including discounted cash flow analysis, comparable market multiples, and precedent transaction analysis
• Perform market research and analysis, including analysis of key business drivers, as well as risk and opportunity analysis on market, competition, and industry
• Synthesize research to be used in financial modelling, competitive analysis, industry analysis, negotiation support, and various other applications
• Prepare marketing materials, including pitch decks, teasers, confidential information memorandums, and other transaction‑related materials
• Assist in identifying and evaluating prospective acquisition targets, purchasers, and investors
• Communicate directly with clients, other professional advisors, and transaction counter parties throughout the deal process
• Support senior team members in the delivery of high‑impact presentations and recommendations to boards, owners, and senior stakeholders
• Build your professional network and relationships in the business community through business development and market‑facing activities
• A technology‑forward mindset and curiosity about emerging tools that can improve operational efficiency and process execution

We are looking for someone with strong technical capabilities who also wants to develop the judgment, communication skills and relationships required to become a well‑rounded M&A advisor. The right candidate will have:

• Undergraduate degree in business, with a concentration in accounting or finance
• 2+ years of relevant professional experience in public accounting, corporate finance, M&A advisory, investment banking, corporate banking, private equity or a related field
• CPA designation or successful completion of the CFE
• Commitment to pursue the CBV designation; progress toward or completion of…