Principal, Mergers & Acquisitions

This is a fully remote position, open to applicants in Canada.

📋 Description

• Formulate and implement WES's M&A and portfolio strategy.

• Identify, assess, and prioritize mergers, acquisitions, divestitures, strategic investments, and corporate development initiatives.

• Evaluate strategic rationale, market appeal, competitive landscape, operational compatibility, and potential for value creation.

• Create investment theses and recommendations for executive leadership and Board committees.

• Maintain and prioritize a pipeline of transaction opportunities.

• Assess divestitures, carve-outs, and opportunities for portfolio optimization.

• Lead financial modeling and valuation using DCF, comparable company, precedent transaction, accretion/dilution, and return analyses.

• Analyze projections, business plans, capital needs, synergies, and transaction economics.

• Develop scenario and sensitivity analyses.

• Assess implications related to finance, accounting, tax, and capital structure.

• Lead and coordinate financial, operational, commercial, legal, technology, HR, tax, and other due diligence activities.

• Identify and quantify transaction risks, liabilities, opportunities, and synergies.

• Develop transaction structures and negotiation strategies.

• Oversee negotiations with sellers, buyers, investors, management teams, advisors, and stakeholders.

• Negotiate letters of intent, purchase agreements, transition agreements, and other transaction documents.

• Manage the complete transaction process from initial assessment through signing and closing.

• Coordinate internal stakeholders and external advisors.

• Prepare materials and recommendations for executive leadership, the Board of Directors, and governance bodies.

• Ensure transaction approvals, documentation, and closing conditions are completed accurately and on schedule.

• Translate transaction assumptions and synergies into post-close action plans.

• Monitor revenue, cost, operational, and strategic synergies.

• Conduct post-transaction evaluations.

• Act as a trusted M&A advisor to executive leadership.

• Build relationships across Finance, Operations, Legal, Tax, HR, IT, Sales, and other departments.

• Represent WES with acquisition targets, investors, advisors, and external stakeholders.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.

• Extensive experience in progressively senior positions focused on mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a related area.

• Proven track record of executing transactions through various stages of the M&A lifecycle.

• Experience leading financial analysis, valuation, due diligence, deal structuring, and negotiations.

• Advanced capabilities in financial modeling, valuation, and analytical skills.

• Strong comprehension of financial statements, corporate finance, transaction structures, and deal economics.

• Excellent commercial and strategic judgment.

• Demonstrated negotiation and influencing abilities.

• Experience managing complex cross-functional projects involving senior executives and external advisors.

• Strong project and transaction management skills.

• Executive-level written and verbal communication and presentation skills.

• Ability to distill complex information into clear recommendations.

• Exceptional strategic thinking, judgment, and problem-solving capabilities.

• Ability to collaborate effectively with internal and external stakeholders across various disciplines.

• Ability to excel in a transparent, accountable, collaborative, and results-oriented environment.

• Intellectual curiosity and openness to diverse ideas and viewpoints.

• Strong alignment with WES's mission and values.

• MBA or equivalent experience is desirable.

• Senior leadership experience in private, nonprofit, or social enterprise sectors is preferred.

• Experience in post-merger integration is strongly preferred.

• Experience in education or workforce development is desired.

• Candidates must be based in or willing to relocate to British Columbia, Alberta, Manitoba, Saskatchewan, Ontario, or Nova Scotia.

🏝️ Benefits

• Options for remote work.

• Time-off programs.

• Wellness initiatives.

• Competitive salary.

• Comprehensive benefits package.

• Recognition of achievements.

• Opportunities for learning.

• Personal and professional development opportunities.

• Inclusive, mission-driven culture.

• Flexible remote work arrangements.

• Accessible work environment.

• Support for reasonable accommodations.