Transaction Advisory Associate

The Opportunity 

As a Transaction Advisory Associate or Senior Associate at Treewalk (level based on experience), you will play a pivotal role in our Quality of Earnings team, offering comprehensive deal support to ensure our clients understand the real earnings of the business. Your goal will be to maximize transaction value for our clients, whether on the buy-side or sell-side. Your work will directly inform our clients on how to proceed with a transaction and directly impact the valuation and structure. Our team works with clients across Canada and the U.S., with occasional global transaction work.  

Key Responsibilities Include: 
- Performing extensive work on Quality of Earnings engagements, including the assessment of quality of earnings, sustainability of EBITDA, quality of assets, working capital profile, and various other financial metrics  

- Leading engagements with autonomy, identifying high-risk areas, and managing deal relationships.  

- Supporting clients through all deal phases, including LOI analysis, structuring, financial modeling, due diligence, and integration.  

- Creating and managing complex financial models for forecasts and decision-making (e.g., 3-statement models and LBOs).  

- Managing data rooms and coordinating with advisors to gather necessary deal information.  

- Preparing detailed reports for stakeholders, including financial forecasts, budgets, variance analysis, and management summaries.  

- Conducting market research to provide insights for deal teams and benchmark valuations.  

- Participating in other projects based on business needs.