M&A Analyst

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

Role: Mergers and Acquisitions (M&A) Analyst

Business Address & Location of Work: 151 Bloor St W Suite 400, Toronto, ON M5S 1S4, Canada

Type: Permanent / Full Time, Hybrid

Hours (per week): 40 

Base Salary: $97,500 CAD annually, earned on a prorated basis and paid in arrears  

Benefits: 

• Discretionary bonus: discretionary bonuses of up to $13,500 of the Annual base salary may be awarded. 
• Stock options: eligible to receive grants of options to purchase shares in Banyan Software or affiliated companies.
• Expenses: reimbursement for all reasonable business expenses actually and properly incurred.
• Resources: laptop and mobile device. Health: disability insurance, extended medical insurance, dental insurance, HSA 

Job Profile: This is an exciting opportunity to become a key contributor of a lean, high-energy, high-volume M&A team. The core activities will resemble that of a technology-focused corporate development team or private equity firm. The Analyst will take on critical functions within the deal origination, diligence, and transaction processes, and will have a measurable impact on the organization. The experience will be unique and rewarding with the Analyst being exposed to new industries, business models, valuation methods, research techniques, C-level executives.

English is the required language for this position. 

Job Duties:

• Collaborate with Banyan’s M&A and the executive team to source and evaluate acquisitions.
• Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Evaluate financial risks and prepare financial forecasts, financing scenarios, and financial models. 
• Prepare and write investment reports and recommendations.
• Plan short- and long-term cash flows and assess financial performance in the software sector.
• Analyze prospective investments in the software sector and prepare risk profiles for assessment.
• Implement financing of projects in coordination with financial brokers and management teams.
• Develop, implement, and use tools for managing and analyzing company portfolios.
• Assist in preparing operating and investment budgets
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
• Manage diligence processes and engage with internal/ external legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.

Education and Experience Requirements: 

• Bachelor’s Degree in Business or Finance.
• Minimum 2 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development, or a software-specific industry. 

Qualifications for success:

• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Advanced written and verbal communication skills with the ability to converse with senior executives.
• Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
• A strong understanding of technology and a passion for the software industry.

How to Apply: Please send your Resume/CV to Jane Rhee at jrhee@banyansoftware.com

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.