Associate & Senior Associate, Mergers & Acquisitions

Responsibilities

• Qualify inbound and intermediary-led opportunities against Emergence's thesis on business model fit, vertical alignment, and financial profile.
• Own the financial model end-to-end including LBO structuring, operating projections, scenario analysis, and returns attribution.
• Lead commercial, financial, and operational diligence workstreams and coordinate third-party advisors across QoE, legal, technology, and market.
• Develop investment theses on market sizing, competitive positioning, product stickiness, and management quality, and stress-test assumptions.
• Prepare and present IC materials including investment memos, deal summaries, and risk-return analyses.
• Manage deal execution from LOI through close, negotiate key terms, and quarterback legal and third-party workstreams to signing.
• Support portfolio companies post-close on performance monitoring, value creation initiatives, and add-on acquisitions.

Requirements

• 2 to 5 years of experience in investment banking, private equity, or growth equity with software or technology coverage preferred.
• Strong LBO modeling and financial analysis skills with comfort across earn-outs, DDTLs, and seller notes.
• Proven ability to manage multiple concurrent processes with attention to detail under time pressure.
• Strong written and verbal communication, with the ability to draft IC memos and present to senior stakeholders.
• Bachelor's degree in finance, economics, or a related analytical discipline.
• Experience evaluating vertical SaaS or operational software businesses and fluency in ARR, NRR, CAC/LTV, and churn.
• Lower middle market transaction experience on leaner deal teams.
• Buy-side diligence coordination across QoE vendors, outside counsel, and technology advisors.

Benefits

Additional Information

Associate / Senior Associate, M&A, Emergence Software Technologies | Hybrid, Canada | Full-Time Who We Are Emergence Software Technologies is a software-focused private equity firm investing in operationally critical software businesses in the lower middle market. We are backed by TPO, the private investment firm chaired by Jason Pritzker. Our portfolio spans auto tech, healthcare software, cloud infrastructure, and procurement, and we operate on a long-hold ownership model built for sustained value creation. The Mission Own M&A workstreams end-to-end and carry responsibility for deal outcomes across qualification, underwriting, IC, close, and post-close value creation.

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