Buy-side M&A and Ownership Transition Advisor

Buy-side M&A and Ownership Transition Advisor The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. BCA works in close partnership with BMO’s commercial banking team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle. BCA’s services broadly support (i) corporate growth options, including buy‑side M&A as well as organic growth; (ii) ownership transition, including both partial and full liquidity options; and (iii) a wide range of general corporate finance topics. The team has a broad and diverse skillset and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals. Within BCA, the team has extensive experience and expertise surrounding ESOPs, supporting these companies across all stages (New ESOP Formations, Early‑Stage ESOPs, Mature ESOPs). Job Description Operate as key member of the relationship team to position the bank as a strategic advisor to clients and prospects. Lead strategic discussions directly with boards of directors, shareholders and executive management teams of clients and prospects. Prepare and deliver customized corporate finance analysis and presentations. Provide leadership to relationship teams to deliver high‑quality, comprehensive transaction execution to differentiate BMO in the minds of clients and prospects – making BMO an indispensable strategic and lending partner. Collaborate with commercial banking teams to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Provide transaction structuring expertise on debt, equity and hybrid securities. Work with specialists as needed to support successful syndication and sales. Job Qualifications Undergraduate degree, with a focus on finance, economics, or accounting. MBA or equivalent experience in finance, accounting and business law. 7+ years of experience in investment banking, corporate development or corporate finance. Experience working with and advising ESOPs throughout the lifecycle. Experience negotiating and structuring M&A and other transactions. Expert knowledge of capital markets, transaction legal matters & risk management. Proven leadership skills, including experience with mentoring and developing junior talent. Credit analysis understanding. Salary $102,000.00 – $190,000.00 Salaried. The above represents BMO Financial Group’s pay range and type. Salaries will vary based on location, skills, experience, education and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Opportunity Employer Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr Dormont Manufacturing Co