M&A Research Team Lead | Maverick Portfolio

Location: Toronto, ON

Hybrid role: This role requires to be in the Toronto office 1-2 days a week

Position Summary

We are seeking a motivated individual to oversee our Mergers and Acquisitions Research Team. Reporting to a Portfolio Manager, this role is essential in supporting the M&A team by providing timely, accurate, and well-organized information on potential businesses and products. The research team plays a key role in ensuring that the M&A team is thoroughly informed before making decisions or engaging with potential sellers.

Job Responsibilities

Research and Analysis

• Oversee the collection, organization, and synthesis of data on prospective businesses, products, and market trends to support the M&A business development team.

• Ensure the accuracy and relevance of all research materials, reports, and presentations.

Collaboration with M&A Team

• Work closely with the M&A team to define research requirements, priorities, and deliverables.

• Act as the primary liaison between the research team and the M&A team, ensuring alignment with strategic objectives.

• Prepare and present insights and findings to the M&A team, Portfolio Manager, and other stakeholders.

Leadership and Team Management

• Supervise, mentor, and guide the M&A research team, fostering a collaborative and high-performance environment.

• Develop and implement strategies for efficient information gathering, analysis, and reporting.

• Assign tasks, monitor team performance, and ensure the timely delivery of high-quality research outputs.

• Provide training and professional development opportunities to team members.

Process Optimization

• Identify and implement tools, methodologies, and best practices to enhance the efficiency and effectiveness of the research process.

• Continuously improve workflows and systems to streamline information management and reporting.

Competencies

• Analytical Thinking: Ability to synthesize complex data into actionable insights and identify strategic opportunities.

• Leadership and Team Management: Proven experience in guiding teams, fostering collaboration, and ensuring high-quality deliverables.

• Research Skills: Proficient in data collection, market research, and synthesizing information from various sources.

• Communication Skills: Expertise in presenting insights effectively to stakeholders and drafting professional reports.

• Technical Proficiency: Advanced skills in MS Excel, PowerPoint, and financial research tools

• Time Management: Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.

Minimum Qualifications

• Bachelor’s degree (or equivalent)

• 3+ years experience in M&A research, software, corporate strategy, or a related field

• 2+ years of experience in a leadership or team management role

• Role is based in Toronto, Canada

How to Apply

Please email your resume and cover letter to Name, Job Title (email address). Perseus is an equal opportunity employer. Salary will be commensurate with experience and job responsibilities. Please see our website for further information at csiperseus.com.

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