M&A; Advisor - InvestDeal.ai

Vancouver, BC / Remote in Canada

Full time / Entrepreneurial

About InvestDeal

InvestDeal is building Canada’s first AI-native investment banking platform designed to modernize how M&A; and corporate finance advisory work gets done.

Investment banking remains one of the last major qualified services industries where critical workflows are still highly manual, fragmented, and time-intensive. We believe AI can fundamentally change this.

Our platform embeds AI across the end-to-end deal lifecycle—from company and market analysis, valuation, buyer identification and outreach to deal preparation and execution—while keeping experienced advisors at the center of the process.

Our mission is simple: use technology to make high-quality M&A; advisory more accessible to business owners, while giving experienced advisors better tools to deliver better outcomes.

We are initially focused on helping privately held businesses navigate the process of selling their companies and preparing for successful exits.

The Opportunity

We are looking for an M&A; Advisor to join InvestDeal.ai at an early and highly entrepreneurial stage.

This is not a traditional investment-banking role. You will have the opportunity to work directly with business owners, lead M&A; engagements, develop transaction strategies, and help shape how an AI-native advisory firm operates.

You will combine traditional M&A; judgment with modern technology and AI-enabled workflows to help business owners understand their options, prepare for a transaction, identify potential buyers, and navigate the path from “Should I sell?” to “Deal closed.”

The ideal candidate is someone who understands that great M&A; advisory is ultimately about judgment, relationships, negotiation, and execution—and sees AI as a powerful tool to amplify those capabilities rather than replace them.

What You’ll Do

- Lead and execute sell-side M&A; engagements from initial client conversation through closing
- Build trusted relationships with business owners, shareholders, executives, and other key stakeholders
- Assess businesses, financial performance, industry dynamics, valuation considerations, and potential transaction strategies
- Develop and review financial models, valuation analyses, teasers, CIMs, management presentations, and other transaction materials




- Develop buyer and investor lists and coordinate targeted outreach
- Manage buyer communications, indications of interest, LOIs, due diligence, negotiations, and transaction processes
- Work closely with legal, accounting, tax, financing, and other professional advisors throughout transactions
- Help business owners understand valuation, deal structures, strategic alternatives, and transaction considerations
- Leverage InvestDeal.ai’s AI-powered tools to accelerate research, analysis, documentation, and deal execution
- Continuously improve our M&A; processes, playbooks, and technology-enabled workflows
- Contribute to building the next generation of technology-enabled investment banking

What We’re Looking For

- 3+ years of relevant experience in M&A;, investment banking, corporate finance, private equity, transaction advisory, or a closely related field
- Demonstrated understanding of the M&A; transaction lifecycle
- Strong financial modeling and valuation skills
- Experience preparing transaction materials such as CIMs, teasers, management presentations, and valuation analyses
- Excellent written, analytical, and communication skills
- Strong commercial judgment and attention to detail
- Ability to communicate complex financial concepts clearly to business owners and executives
- Comfortable managing multiple stakeholders and transactions simultaneously
- Entrepreneurial mindset and willingness to operate in an early-stage environment
- High level of ownership, independence, and accountability
- Curiosity about AI and a willingness to experiment with new technology and workflows

You Might Be a Great Fit If

You are an investment banker who wants more ownership over client relationships.

You are an M&A; professional who believes the traditional advisory model can be made dramatically more efficient.

You are a transaction professional who enjoys working directly with entrepreneurs and business owners.





Or you are simply someone who wants to help build something new rather than operate inside an established financial institution.

We are particularly interested in people who combine transaction expertise + entrepreneurial thinking + technology curiosity.

Why InvestDeal.ai?

Build the future of M&A;

You won’t simply be using an existing platform. You’ll help shape how an AI-native investment banking firm operates.

Work directly with business owners

You’ll have meaningful exposure to entrepreneurs and shareholders and play a direct role in helping them navigate one of the most significant financial decisions of their lives.

AI as a force multiplier

We believe experienced advisors should spend less time on repetitive research, formatting, and administrative work—and more time on judgment, relationships, strategy, and negotiation.

Entrepreneurial ownership

We’re building an early-stage company. You’ll have significant autonomy and the opportunity to influence our products, processes, culture, and growth.

High-impact work

Our goal is to make sophisticated M&A; advisory more accessible to a much larger number of private companies and business owners.

The Person We’re Looking For

We care less about your title and more about what you can actually do.

You should be comfortable sitting across the table from a business owner, understanding their business, identifying the key transaction issues, and helping them make informed decisions.

You should also be comfortable getting into the details—building a model, reviewing financial statements, researching a buyer, drafting a CIM, preparing for a management meeting, or working through a negotiation.

Most importantly, you should want to build.

If you’re excited by the intersection of M&A;, entrepreneurship, technology, and AI, we’d love to hear from you.

Compensation

Competitive compensation structure based on experience, with the opportunity to participate in transaction economics and/or other performance-based incentives.

As an early-stage company, we are looking for individuals who are motivated by both financial upside and the opportunity to build something meaningful.

How to Apply

Please submit your resume and a short note explaining:

Why InvestDeal.ai, and why now?

We are looking for people who want to help redefine how M&A; advisory is delivered.

📌 M&A Advisor (Vancouver)
🏢 InvestDeal
📍 Vancouver