Vice-President, Middle Market Mergers & Acquisitions; M&A)

Final date to receive applications: 11/11/2026 Address: 100 King Street West

Job Family Group:
Capital Mrkts Sales & Service Vice President, Middle Market Mergers & Acquisitions

The Vice President, Middle Market M&A will play a key role in originating and executing merger and acquisition transactions for privately owned and entrepreneur-led businesses across Canada. The successful candidate will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range of sell-side, buy-side, and capital advisory assignments.

This position requires strong transaction execution capabilities, client relationship management skills, business development experience, and a deep understanding of corporate finance and valuation methodologies.

Develop and maintain relationships with business owners, private equity firms, family offices, strategic acquirers, and other market participants.

Identify and cultivate opportunities for new advisory mandates through personal networks and internal referral channels.

Partner with senior members of the Middle Market M&A team and colleagues across BMO to originate new business opportunities.

Lead and contribute to client pitches and marketing initiatives.

Maintain current knowledge of industry trends, transaction activity, valuation developments, and competitive market dynamics.

Represent BMO in the marketplace through active participation in industry and professional networks.

Lead the day-to-day execution of sell-side and buy-side M&A mandates.

Manage transaction work streams from mandate engagement through closing.

Develop and review financial models, valuation analyses, marketing materials, and client presentations.

Oversee the preparation of teasers, confidential information memoranda (CIMs), management presentations, and other transaction documentation.

Coordinate buyer outreach processes and manage communications with prospective acquirers.

Support negotiations relating to transaction structure, valuation, and key commercial terms.

Coordinate due diligence processes and manage interactions with legal, accounting, financing, and other transaction advisors.

Work closely with clients and internal stakeholders to deliver successful transaction outcomes.

Provide leadership, coaching, and mentorship to Associates and Analysts.

Oversee work product quality and ensure adherence to professional and regulatory standards.

Foster a collaborative, high-performance team environment.

Ensure compliance with all applicable regulatory requirements, internal policies, and risk management standards.

Maintain high standards of accuracy, quality control, and documentation throughout the transaction process.

Adhere to Know Your Client (KYC), Anti-Money Laundering (AML), and other compliance requirements.

Experience 5-7+ years of relevant experience in M&A advisory, investment banking, corporate development, or a related corporate finance environment. Demonstrated experience executing middle-market M&A transactions. Proven track record of developing and maintaining client relationships. Experience working with entrepreneur-owned businesses, private equity firms, and strategic buyers is preferred. Exposure to multiple industries, including industrials, manufacturing, business services, technology, or natural resources, is an asset.

Strong financial modeling and valuation capabilities. Advanced knowledge of M&A transaction processes and market dynamics. Exceptional analytical, presentation, and communication skills.…