ABOUT HDL
HDL Capital Inc. (“HDL”) is a boutique M&A and Transaction Services advisory firm based in Toronto, Canada, focused on transformational transactions for small and mid-market companies in the $5M to $50M+ range. With over 25 years of experience and more than 200 completed transactions totalling over $2 billion, HDL offers deep expertise in mergers and acquisitions. The firm is dedicated to driving shareholder value through sell-side M&A mandates with strategic and financial buyers in Canada, the U.S., and internationally. HDL also supports select clients with buy-side M&A programs to accelerate organic growth through accretive acquisitions. In addition, HDL is one of Canada’s few fully independent providers of comprehensive Fairness Opinions.
ROLE DESCRIPTION
The Associate, Mergers and Acquisitions role at HDL is a full-time, hybrid position based in Toronto, ON, with flexibility for some work-from-home arrangements. The Associate will support end-to-end transaction execution by building and reviewing financial models, preparing pitch materials and information memoranda, and conducting detailed industry, company, and market research. Day-to-day responsibilities include assisting in due diligence processes, coordinating data requests, analyzing client financials and key performance metrics, and contributing to valuation analyses. The role involves collaborating closely with senior team members on deal structuring, drafting client presentations, and supporting negotiations with buyers and investors. The Associate will also help maintain transaction pipelines, manage documentation, and ensure timely and accurate communication with clients and external stakeholders.
QUALIFICATIONS
- Minimum of 2 years of experience working on M&A transactions.
- Strong analytical skills, including the ability to interpret complex financial and operational data and present clear insights.
- Solid finance knowledge, with experience in corporate finance, valuation methods, and transaction analysis.
- Hands-on experience with financial modeling, including building integrated models, sensitivity analyses, and scenario planning.
- Exposure to due diligence processes, including reviewing financial statements, legal documents, and operational information.
- Understanding of private equity, M&A transactions, and the broader investment landscape.
- Bachelor’s degree in finance, accounting, economics, business, or a related field; advanced designations (CPA, CFA, CBV) are an asset.
- Proficiency in Excel, PowerPoint, and financial databases or research tools; strong written and verbal communication skills.
- Ability to work collaboratively in a small-team environment, manage multiple deadlines, and maintain high attention to detail.
- Prior experience in investment banking, M&A advisory, corporate development, or transaction services is strongly preferred.
