Application Deadline: 11/11/2026

Address: 100 King Street West

Job Family Group: Capital Mrkts Sales & Service

Vice President, Middle Market Mergers & Service

Overview

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.

Key Responsibilities

Business Development & Relationship Management

- Develop and maintain relationships with business owners, private equity firms, family offices, strategic acquirers, and other market participants.
- Identify and cultivate opportunities for current 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.

Transaction Execution





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

Team Leadership

- 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.

Risk Management & Governance

- 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.

Qualifications

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.

Skills & Competencies

- Strong financial modeling and valuation capabilities.
- Advanced knowledge of M&A; transaction processes and market dynamics.
- Exceptional analytical, presentation, and communication skills.
- Strong negotiation and problem‑solving abilities.
- Proven ability to manage multiple transactions and priorities simultaneously.
- Demonstrated leadership and team development capabilities.

Why Join BMO

- Opportunity to advise leading middle‑market companies across Canada.
- Exposure to complex and high‑impact strategic transactions.
- Collaborative team environment with strong cross‑platform connectivity across BMO.
- Meaningful client interaction and responsibility from day one.
- Opportunities for professional growth and advancement within a leading North American financial institution.

Compensation range: $130,000 - $150,000 CAD base salary + annual performance bonus

Pay Type: Salaried

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📌 Vice-president, middle market mergers (Toronto)
🏢 BMO Financial Group
📍 Toronto