Location: Toronto, ON, CAN
Application Deadline
11/11/2026
Address
100 King Street West
Job Family Group
Capital Mrkts Sales & Service
Vice President, Middle Market Mergers & Acquisitions
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 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.
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.
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
Salary
Pay Type
Salaried
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 https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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.
Job description provided by Bank of Montreal.
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