Manager, Capital Advisory

BDO’s Capital Advisory team works with companies to find the right capital solution for their business. We assist clients to raise debt or equity financing specific to their needs. The team prepares the required documentation, facilitates negotiations and employs a proven methodology to position the business for success moving forward. Our geographic breadth combined with our flexible approach means you will be presented with a varied selection of debt and equity transactions, ensuring you develop a diverse transaction skill set. Recent examples of transaction types are buy-side and sell-side debt advisory, stressed refinancing, complex corporate carveouts, large construction and infrastructure deals and technology/growth capital raises. We also work closely with our restructuring, real estate, technology and M&A colleagues, and are seamlessly linked into the wider BDO service lines across multiple jurisdictions. Our Toronto office is looking for a Manager, in the Capital Advisory practice to join the team and own the following responsibilities: – Lead a range of advisory capital raising assignments concurrently assuming responsibility for the day-to-day execution and delivery of service on projects. – Develop, coach and motivate junior staff (associates, analysts and interns). You will be assigned a wide variety of projects and be given the responsibility to lead transactions. – Responsible for leading the underwriting, structuring and documentation of credit requests with minimal supervision. – Analyze complex customer financial, organizational and credit information and prepare credit write ups for presentation to clients and management. – Conduct market and industry research, detailed financial analysis and business valuations. – Identify relevant business, market and other commercial risks faced by the customer. – Using results of analysis and sound judgment, make recommendations to approve or decline transactions based on credit quality, business risk and market needs. – Specific debt advisory transaction related activities will include supporting senior colleagues, and directing junior colleagues, in the practice with: i) handling the new internal transaction/client “take on” process ii) review and analysis of new transaction material and due diligence reports iii) preparation of, and working with, financing models (including covenant analysis) iv) preparation of ‘teasers’ and information documents for prospective lenders v) negotiating NDAs with prospective lenders vi) coordinating Q&A and management presentations with lenders vii) assist with term sheet preparation and negotiations and viii) assist with loan documentation and closing negotiations. – Operate in a regulated environment and adhere to all regulatory and compliance requirements. – Generate new business opportunities within the Transaction Advisory Services (TAS) practice and BDO in general, developing long-term relationships and networks. – Ensure quality of client deliverables by having a strong attention to detail. – Be entrepreneurial in nature to drive growth and practice management in our growing team. How do we define success for your role? – You demonstrate BDO’s core values through all aspect of your work: Integrity, Respect and Collaboration – You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work – You identify, recommend, and are focused on effective service delivery to your clients – You share in an inclusive and engaging work environment that develops, retains & attracts talent – You actively participate in the adoption of digital tools and strategies to drive an innovative workplace – You grow your expertise through learning and professional development. Your experience and education – Bachelor’s or Master’s Degree in Accounting and/or related. – CA or CPA certification is preferred but not a requirement. – Minimum of 3-5 years’ experience at a bank, credit fund or reputable advisory firm with demonstrable debt structuring and transaction experience. – Excellent financial modelling skills in Excel with a good foundation of building (and working with) operational and/or finance models, including analyzing business forecasts, evaluating scenario analysis and covenant calculations. – Understanding and ability to determine appropriate capital structures (using a range of debt market products) for a given scenario. – Ability to review and critically assess transaction materials (i.e. Information memorandum, Financial and Commercial Due Diligence). – A strong appreciation of debt market trends and financing instruments (such as senior debt, asset backed loans, cash flow loans and mezzanine debt) and their key features, with the ability to explain these in a clear and concise manner. – Strong analytical and credit analysis skills. – Sound understanding of, and ability to analyze, key accounting statements including P&L, BS and CF. – Proficient in MS Office, including Excel, Word, and PowerPoint. – Ability to work quickly and accurately under time pressure. – Excellent written and verbal communication skills that help represent diverse communities. – Experience in working with diverse teams. Why BDO? Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2022. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: – We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. – We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. – We support your achievement of personal goals outside of the office and making an impact on your community. Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community. Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market-leading personal time off policy. We’re committed to supporting your overall wellness beyond working hours, and provide reimbursement for wellness initiatives that fit your lifestyle. Everyone counts: We believe every employee should have the opportunity to participate and succeed without barriers. Through leadership by our Chief Inclusion, Equity and Diversity Officer, we are committed to a workplace culture of respect, inclusion, equity, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us. Hybrid new normal: As a hybrid workplace, all BDO personnel are expected to spend some of their time working in the office, at the client site, and remotely unless accommodations or alternative work arrangements are in place. Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists. To explore other opportunities at BDO, check out our careers page. #LI-AE