Buy-side M&A and Ownership Transition Advisor

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Buy-side M&A and Ownership Transition Advisor

The Advisor is a key leader on deal teams, meeting with clients and prospects of the bank to understand their unique situations and objectives and collaborating across all BMO Financial Group platforms to deliver creative, comprehensive advice and financial analyses to help meet those objectives. As a corporate finance and transaction structuring expert, the Advisor will assist in driving revenue opportunities by actively working with Relationship Managers in the commercial bank to ensure the successful positioning of BMO as a valued-added advisor and financing source for strategic transactions. The Advisor will lead in developing and presenting ideas and materials covering topics such as mergers & acquisitions, valuation, shareholder buyouts, ESOPs, recapitalizations, financial returns on capital as well as capital markets transactions. Responsibilities will also include mentoring and developing junior members of the team, presenting at events and conferences, developing thought leadership pieces, collaborating with team members to develop and drive new initiatives as well as collaborating closely with other constituents across the bank.

Find out more about BCA at https://commercial.bmo.com/en/us/solutions/corporate-advisory/

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:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as 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 will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

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 [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.