Vice President, Technology Middle Market M&A

About the role

Provides a combination of deep technology industry expertise, innovative thinking in a team-based approach, and world-class M&A execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions for prospective and current clients.

• Leads all phases of M&A and Capital Raising deals, from initial pitch preparation and financial modeling to due diligence management and closing.
• Works with Managing Directors and Directors to provide high-impact advice to C-suite executives and Board members on financial strategies, valuation metrics, and industry trends.
• Mentors and supervises junior team members, ensuring the accuracy and timeliness of work while fostering their professional development.
• Serves as the primary day-to-day point of contact for clients, counterparties, and third-party advisors (lawyers, accountants) throughout a transaction.
• Supports senior bankers in originating new business by identifying broader technology trends, cultivating prospects and new clients, preparing pitch books, and creating thematic marketing materials.
• Directly manages a diverse portfolio of private and middle-market companies with progression toward increasing client responsibility.
• Conducts due diligence (e.g., client visits, analyzing financial and business models, and comprehensively reviewing industry trends and related regulations).
• Understands client needs and provides relevant M&A and Capital Raising ideas and opinions to generate recommendations.
• Collaborates with sector coverage partners for clients and prospects to identify and deliver creative, timely pitches.
• Maintains key ongoing coverage contact with clients and sector bankers.
• Applies appropriate technical concepts and completes or leads consistent and reliable technical and financial reports and analyses to support client deliverables.
• Understands the complexity of M&A transactions and related risks (credit, market, operational, legal/compliance, etc.).
• Balances the Bank's risk appetite with client needs when making recommendations or proposals.
• Reviews and guides the work of Analysts and Associates to deliver business results.
• Considers risk, internal controls, and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Works independently and regularly handles non-routine situations.
• Applies the Bank’s Risk Management Framework in the execution of the role, making sound and risk-informed decisions aligned with business strategy and risk appetite.

Requirements

• Typically between 5–7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
• An undergraduate degree, preferably in finance, economics, or accounting, with high academic achievement.
• MBA, CFA, or equivalent experience in financial services, accounting, or legal fields.
• Relevant technology sector deal experience is highly desired (e.g., enterprise software, tech-enabled services, IT services).
• Minimum of 6 years of relevant experience in investment banking, negotiating, and structuring financial transactions, including some experience in a corporate lending environment.
• Relevant business services sector experience is highly desired.
• Good knowledge of organizational portfolio management policies and objectives.
• Advanced deal execution and/or project management skills, with the ability to manage more than one client or major initiative.
• Expertise in financial computer applications and database management tools.

Skills

• Verbal and written communication skills – in-depth.
• Collaboration and team skills – in-depth.
• Analytical and problem-solving skills – in-depth.
• Influence skills – in-depth.
• Data-driven decision-making – in-depth.
• High-energy, entrepreneurial mindset capable of managing multiple workstreams under tight deadlines in a fast-paced environment.

Pay

Salaried position. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on hours worked. The listed salary represents BMO Financial Group’s expected target for the first year in this position for commission roles. Total compensation may include performance-based incentives, discretionary bonuses, and other perks and rewards.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

For more details, visit BMO Total Rewards.