Job Description
Harmony Succession Partners is a boutique M&A firm specializing in selling private businesses valued between $3 million and $30 million. The Associate will gain hands-on experience across the full M&A deal lifecycle, supporting clients through all stages of the transaction process while developing into increasing client-facing responsibilities. Responsibilities Researching companies and industries, preparing marketing materials (teasers, CIMs, management presentations, pitch decks), organizing client data and data rooms for sell-side processes, supporting the team in preparing and presenting materials to current and prospective clients, building financial models, and proofreading financial and legal documents throughout the transaction lifecycle Supporting client relationship management, including maintaining existing relationships, gathering transaction-related information, participating in client presentations, and communicating with prospective buyers during due diligence Skills Undergraduate degree in Business Finance and/or Commerce or Accounting Strong critical thinking, writing, and accounting capabilities Proactive mindset and high emotional intelligence to effectively service clients Strong self-starter with exceptional project management skills Ability to manage multiple projects and deliverables simultaneously across various HSP engagements Critical thinker with a solid understanding of accounting fundamentals Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise documents Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Occasional travel within the GTA and Southern Ontario is required Candidates must have access to a vehicle for independent travel to client sites Completion or progression toward a finance or accounting designation (CPA, CBV, CFA, MSc or MBA) would be considered an asset Previous experience in financial services is preferred, including accounting, equity research, transaction services, commercial banking, private equity, or investment banking Experience in client relationship management and business development is a plus Benefits Mileage reimbursed by HSP Performance-based compensation Company Overview Harmony Succession Partners (HSP) is an independent M&A advisory firm focused on selling Ontario-based companies valued between $3MM to $30MM. It was founded in undefined, and is headquartered in Toronto, Ontario, CA, with a workforce of 2-10 employees. Its website is