We are a boutique lower-middle-market M&A advisory firm looking to establish relationships with independent consultants who have experience preparing high-quality transaction materials, including Confidential Information Memorandums (CIMs), teasers, and other marketing materials used in M&A processes. The ideal candidate will have experience in one or more of: • Investment Banking • Transaction Advisory Services (TAS) • Valuations • Private Equity • Corporate Development • Search Funds This opportunity is best suited for someone who enjoys the presentation, storytelling, and transaction marketing aspects of M&A. Strong PowerPoint skills, financial analysis capabilities, and business writing skills are essential. Applicants should possess: • Strong PowerPoint skills • Excellent written communication abilities • Financial analysis capabilities • High attention to detail • Understanding of M&A processes and buyer perspectives To express interest, please provide:
• Brief summary of relevant experience • Sample transaction materials (with confidential information removed)
 • Pricing (project-based or hourly)
 • Willingness to complete a short presentation exercise Preference will be given to candidates located in Canada or the United States. Successful candidates may be engaged on future projects from time to time, depending on mutual interest and availability.