EY Canada’s Corporate Development Office (CDO), responsible for managing mergers and acquisitions for EY Canada, has an exciting opportunity for a full-time position as an Assistant Director - Corporate Development. This role supports an important strategic inorganic growth objective of the firm as part of our All-In Strategy. In addition to the CDO, you will be a core member of our Strategic Investment Office, working closely with various areas of the business involved in:
- The identification and validation of potential acquisition targets and management of transactions from inception through due diligence, day 1 readiness, successful closure, onboarding, and integration into the firm.
Your Key Responsibilities
- Deal Sourcing, Target Analysis and Administration
- Work with our business leaders across Service Lines, Sub-service lines, Competencies, Industry Groups and Sectors to understand the areas of strategic priority for inorganic growth.
- Develop and maintain a robust M&A pipeline, working directly with our leaders as well as through the running of markets scans, targeted research and relationships with investment bankers,
- Build strong internal relationships with our leaders, maintaining regular touch points to continue to drive deal origination.
- Take part in target outreach, supporting initial exploratory discussions and strategic alignment sessions.
- Develop a deep understanding of how EY assess targets in terms of Strategic, Cultural and Financial fit, leveraging that knowledge and experience to evaluate and document potential M&A
- targets, providing critical insights to assist leadership decide on the right opportunities to pursue.
- Support valuation modelling and business cases development.
- Support in the preparation of expressions of interest (EOI), letters of intent (LOI), and purchase and sale agreements (PSA).
- Maintain an awareness of M&A activity outside of EY, including market trends
- Maintain and enhance CDO governance, acquisition tracking, and reporting.
- Bring thought leadership around continuous improvement of CDO tools, processes and procedures including the use of AI and automation.
- Oversee and manage the acquisitions database, ensuring accurate and up-to-date information.
- Assist in Post Acquisition Reporting (PAR), and deal evaluation against business case.
Transaction Management Office (TMO)
- Working with the Director of Corporate Development, you will have the opportunity to lead the TMO on certain transactions, providing TMO support on others, as appropriate.
- Help plan and execute due diligence and day 1 readiness activities, coordinating across multiple internal workstreams and target leadership.
- Build and maintain relationships with Target leadership, in many cases acting as a single point of contact.
- Manage and maintain transaction documentation: project kick-off materials, org charts, timeline & milestone charts, status updates, meeting notes, action logs, confidentiality NDA logs, etc.
- Identify, document, and manage program risks, ensuring all stakeholders are informed and appropriate actions are taken.
- Coordinate team meetings with multiple internal stakeholders and target leadership.
- Maintain constant communications across multiple workstreams, understanding and coordinating the flow of critical and relevant information to the right audiences in a timely manner.
- Lead team meetings, driving the agenda, identifying and tracking key decisions and actions.
- Coordinate the collection and distribution of diligence responses and supporting documentation shared by the target.
- Help ensure that we close transactions on a timely basis and have a robust onboarding and integration plan.
Strategic Investment Office (SIO)
- Act as a core member of the Strategic Investment Office, supporting its initiatives and objectives.
- Collaborate with the SIO team to assess investment requests and provide insights and recommendations.
- Assist in the development of business cases for investment requests, ensuring alignment with strategic goals.
- Assist in the preparation of detailed investment reports and presentations for the Strategic Investment Committee (SIC).
- Engage with cross-functional teams to assist in the tracking and reporting on the performance of approved investments, providing analysis and insights to leadership.
What You Will Gain from This Role
- Broad Exposure : You’ll understand the “inner-workings” of EY, working directly with our Chief Investment Office (CIO), Director of Corporate Development, our newly formed Strategic Investment Committee (made up of our CIO, Chair & CEO, COO/CFO along with 3 other members of our EC) and your CDO and SIO team colleagues. You will also develop relationships with your colleagues in Finance, Global Corporate Development, CTO, C&I, Talent as well as with leaders across all Service Lines and Industry Groups. You’ll have direct insight and exposure into the strategic initiatives of the firm.
- Leadership : You’ll develop key leadership attributes, gain confidence in chairing discussions, presenting ideas, and managing critical decision points.
- Understand EY: You will develop a deeper understanding of the firm’s capabilities and strategic growth priorities.
- M&A Experience: You’ll hone your skills across the M&A transaction lifecycle, including financial modeling, due diligence processes, and integration strategies, including cross border transactions and intra-firm agreements.
What We Look For
- Positive Attitude : A strong work ethic, willingness to learn, and openness to welcome new challenges.
- Work Independently : Ability to work effectively under pressure and time constraints in an unstructured environment relying on self-direction.
- Creativity : Leverage past experiences to continuously improve and streamline processes.
- Teaming – Be dedicated to the program and help your team be successful.
- Strategic Mindset : Understand the ‘big picture’ of the transaction and its strategic importance.
- Organizational Skills : Diligently track, execute, and follow up on daily activities; manage your own and your team's workload effectively. Demonstrated ability to manage multiple projects andmeet deadlines in a fast-paced environment.
- Consulting Skills : Strong analytical and problem-solving skills, with a high degree of proficiency in Excel, PowerPoint and financial analysis tools. Advanced Microsoft Suite skills considered anadvantage.
- Confidentiality : Ability to maintain a high level of confidentiality.
- Executive Presence : Ability to work seamlessly with and direct the activities of senior leaders demonstrating credibility and inspiring confidence.
- Analytical Skills : Ability to synthesize information, draw conclusions, and make appropriate recommendations.
- Financial Modeling Skills : Proficiency in financial modeling and analysis tools is essential.
- Communications : Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to a senior leadership audience.
- Bachelor’s degree in Finance, Accounting, Business Administration or a related field
- CPA, CBV and or CFA designation or working towards it is considered an asset