
Since our founding of the Shaughnessy Group in 2017, we have ambitiously expanded our presence across Canada, driven by our innovative recruitment and growth strategies focused on investment banking jobs. Each member remains fiercely independent, which allows us to seek out and attract entrepreneurially minded professionals. These talented individuals are ready to elevate their careers and businesses to the next level, enhancing their capabilities and delivering added value for their clients through our comprehensive M&A advisory services.

We identified an ignored and underserved segment within the mid-market M&A advisory space, specifically targeting entrepreneurially minded professionals. These sophisticated owner-operators whose businesses generate between one million to three million in EBITDA often find themselves overlooked. They are considered too small to attract the attention or pay the fees associated with traditional investment banking jobs, and they are not adequately served by the passive commercial listing process employed by many business brokers.

Could we deliver “Bay Street” sophistication and attract a cosmopolitan global audience of Canadian and foreign buyers to “main street” Canadian business? The opportunity exists to establish an organization of like-minded, entrepreneurially minded professionals who are senior executives targeting the thirty thousand lower middle market Canadian organizations with revenues ranging from $10MM to $50MM. This initiative aligns with the growing demand for skilled talent in investment banking jobs and M&A advisory, enabling us to enhance our strategic outreach.

Approximately 65% of private Canadian businesses are owned by Baby Boomers (born 1946–1965), while an additional 15% are owned by Generation X (born 1966–1980). Together, these two generations account for a striking 80% of private Canadian businesses. Many of these owners have 60% to 80% of their family's net worth tied up in their business and are looking to responsibly transition their business over the next decade.
At our firm, which specializes in M&A advisory, we focus on creating successful outcomes for our business owner clients, particularly those who are entrepreneurially minded professionals. A crucial aspect of our work involves educating various stakeholders, including advisors, intermediaries, and the entrepreneurs themselves, on the M&A process—ranging from its broad strategic framework to the nuanced tactics necessary for achieving a win-win outcome. We are committed to guiding our clients through every stage of their journey, including securing investment banking jobs related to their unique needs.

Our entrepreneurially minded professionals have experienced all sides of the table, serving as advisors, entrepreneurs, lenders, executives, investors, board members, and business operators. This diverse experience enables us to see the bigger picture, anticipate challenges, and effectively navigate the transactional landscape within the lower middle market.
In today's competitive environment, our clients are turning to us for M&A advisory beyond just the sale or divestiture of a division or business. They seek our expertise in their founding, growth through acquisition, and in sourcing debt to finance their acquisitions, reflecting our capacity for providing comprehensive insights in investment banking jobs.

Since our founding of the Shaughnessy Group in 2017, we have ambitiously expanded our presence across Canada, driven by our innovative recruitment and growth strategies focused on investment banking jobs. Each member remains fiercely independent, which allows us to seek out and attract entrepreneurially minded professionals. These talented individuals are ready to elevate their careers and businesses to the next level, enhancing their capabilities and delivering added value for their clients through our comprehensive M&A advisory services.

We identified an ignored and underserved segment within the mid-market M&A advisory space, specifically targeting entrepreneurially minded professionals. These sophisticated owner-operators whose businesses generate between one million to three million in EBITDA often find themselves overlooked. They are considered too small to attract the attention or pay the fees associated with traditional investment banking jobs, and they are not adequately served by the passive commercial listing process employed by many business brokers.

Could we deliver “Bay Street” sophistication and attract a cosmopolitan global audience of Canadian and foreign buyers to “main street” Canadian business? The opportunity exists to establish an organization of like-minded, entrepreneurially minded professionals who are senior executives targeting the thirty thousand lower middle market Canadian organizations with revenues ranging from $10MM to $50MM. This initiative aligns with the growing demand for skilled talent in investment banking jobs and M&A advisory, enabling us to enhance our strategic outreach.

Approximately 65% of private Canadian businesses are owned by Baby Boomers (born 1946–1965), while an additional 15% are owned by Generation X (born 1966–1980). Together, these two generations account for a striking 80% of private Canadian businesses. Many of these owners have 60% to 80% of their family's net worth tied up in their business and are looking to responsibly transition their business over the next decade.
At our firm, which specializes in M&A advisory, we focus on creating successful outcomes for our business owner clients, particularly those who are entrepreneurially minded professionals. A crucial aspect of our work involves educating various stakeholders, including advisors, intermediaries, and the entrepreneurs themselves, on the M&A process—ranging from its broad strategic framework to the nuanced tactics necessary for achieving a win-win outcome. We are committed to guiding our clients through every stage of their journey, including securing investment banking jobs related to their unique needs.

Our entrepreneurially minded professionals have experienced all sides of the table, serving as advisors, entrepreneurs, lenders, executives, investors, board members, and business operators. This diverse experience enables us to see the bigger picture, anticipate challenges, and effectively navigate the transactional landscape within the lower middle market.
In today's competitive environment, our clients are turning to us for M&A advisory beyond just the sale or divestiture of a division or business. They seek our expertise in their founding, growth through acquisition, and in sourcing debt to finance their acquisitions, reflecting our capacity for providing comprehensive insights in investment banking jobs.

You've built your expertise and reputation as an independent consultant, but the constant grind of client acquisition and back-office tasks can limit your billable hours and the scale of your engagements.
Enhanced Opportunity & Collaboration: As entrepreneurially minded professionals, independent consultants often face the challenge of sourcing new projects. By joining our entrepreneurial collective, you'll be part of a team actively seeking opportunities. While we don't promise specific deal flow, our combined efforts and shared networks increase the likelihood of uncovering and pursuing promising M&A advisory mandates.
Elevated Brand & Credibility: You're no longer pitching yourself as a sole operator. By joining a firm with a recognized name in the M&A advisory space, your expertise gains immediate leverage from our collective brand, reputation, and proven track records. This visibility can be particularly beneficial for those eyeing investment banking jobs.
Collaborative Power: You're not alone. Tap into the diverse expertise of our team for complex challenges, share best practices, and benefit from comprehensive back-office support – from IT to marketing. This allows you to focus on high-value advisory work.
Resources at Your Fingertips: Gain access to expensive sponsorships, speaking engagements, thought leadership content, specialized M&A tools, databases, and research that would be too time-consuming and cost-prohibitive for a solo consultant.
Global Reach & Larger Engagements: Our extensive networks and global affiliations open doors to larger, more complex, and potentially more lucrative engagements that an independent consultant might not be able to tackle solo.
Eat-What-You-Kill Rewards: We believe in rewarding results directly. Our competitive, performance-based compensation model ensures your hard-fought results translate directly into top-tier earnings, all while leveraging our powerful platform.

We are seeking entrepreneurially minded professionals for top investment banking jobs who are:
•Looking for top industry pay.
•Expecting to eat-what-you-kill.
•Entrepreneurial by nature.
•Preferring an independent environment.
•A deal junkie, excited about M&A advisory.
Our members have a demonstrated record of success, allowing you to punch above your weight class and win.

By joining our network, entrepreneurially minded professionals are breaking through traditional barriers to their personal growth. Members gain access to resources that empower them to deliver even greater value to clients while retaining the autonomy that establishes their leadership in local markets and within the industry, including lucrative investment banking jobs. Ready to move beyond managing everything on your own and achieve greater success with a premier M&A advisory firm? Let's discuss how joining Shaughnessy Group can unlock your next level of achievement.
Join a national organization of like-minded entrepreneurially minded professionals and senior executives focused on the lower-middle-market Canadian business landscape. Utilize your decades of experience as an operator, entrepreneur, shareholder, and investor. We support owners, entrepreneurs, and executives through crucial phases such as selling a business, buying a business, or securing financing for their growth, akin to the strategies used in investment banking jobs and M&A advisory.
The internship with The Shaughnessy Group was an amazing and deeply engaging experience for entrepreneurially minded professionals like myself. Under the guidance of Karl & Arne, and by being immersed in the center of the business, this opportunity provided a raw insight into what a career in investment banking, particularly in M&A adviso
The internship with The Shaughnessy Group was an amazing and deeply engaging experience for entrepreneurially minded professionals like myself. Under the guidance of Karl & Arne, and by being immersed in the center of the business, this opportunity provided a raw insight into what a career in investment banking, particularly in M&A advisory, would look like. It also allowed me to discover my strengths, recognize what I am good at, and identify what I truly enjoy. My favorite part of the internship was learning the inspiring stories of the companies and entrepreneurs we collaborated with. These narratives were not only motivating but also a great source of entertainment!
During my internship at The Shaughnessy Group, I immediately felt like part of a community of entrepreneurially minded professionals. Everyone was friendly and welcoming, making me feel at home. It was fantastic to get involved in live deals from the start, which provided valuable insights into investment banking jobs and M&A advisory. Th
During my internship at The Shaughnessy Group, I immediately felt like part of a community of entrepreneurially minded professionals. Everyone was friendly and welcoming, making me feel at home. It was fantastic to get involved in live deals from the start, which provided valuable insights into investment banking jobs and M&A advisory. The team was incredibly supportive and always ready to answer questions, while also offering a wealth of helpful materials and workshops that enhanced my learning experience. Overall, the blend of hands-on experience and a supportive atmosphere made my summer there truly invaluable.
From financial statement reconciliation to engaging directly with clients, my experience at The Shaughnessy Group has been eye-opening in learning the craft of investment banking. Working at this boutique firm allowed me to grasp the step-by-step process of closing deals and sourcing opportunities to ultimately aid our clients, including
From financial statement reconciliation to engaging directly with clients, my experience at The Shaughnessy Group has been eye-opening in learning the craft of investment banking. Working at this boutique firm allowed me to grasp the step-by-step process of closing deals and sourcing opportunities to ultimately aid our clients, including entrepreneurially minded professionals, in their endeavors. My initial foray into the world of investment banking began by studying the resources provided by The Shaughnessy Group to comprehend the processes integral to a structured program, which prepared me for my daily responsibilities. As I became more familiar with the systems and procedures, I was entrusted with increasing responsibilities and opportunities for growth, such as participating in client meetings and developing targets lists. Eventually, handling four projects was a welcome challenge that pushed me to enhance my efficiency while my line managers encouraged me to manage matters independently and express my ideas freely. Being part of this boutique firm gave me the rare chance to view projects from a high-level perspective instead of being confined to repetitive tasks common in many investment banking jobs. Throughout my internship, Mr. Karl Sigerist and Mr. Arne Hassle Gren were invaluable resources, always available for clarifications. I encountered fascinating clients and colleagues, which pushed me to improve, and I can confidently say that my time as an intern has significantly enhanced my investment banking acumen, especially in M&A advisory, thanks to this hands-on approach.
My time here at The Shaughnessy Group has been nothing but amazing. While initially a bit intimidating (as most internships are), the management team was quick to ensure that the whole team felt comfortable and capable of completing tasks. Over the first few weeks of working on live deals in investment banking jobs, I gained a realistic u
My time here at The Shaughnessy Group has been nothing but amazing. While initially a bit intimidating (as most internships are), the management team was quick to ensure that the whole team felt comfortable and capable of completing tasks. Over the first few weeks of working on live deals in investment banking jobs, I gained a realistic understanding of M&A advisory and investment banking as a whole. What I appreciated the most was how unrestricting the team was when it came to trying new things and taking calculated risks. My mentor encouraged me to design slides in my own creative manner and allowed me to attempt my own financial model. As an entrepreneurially minded professional, I was constantly given the opportunity to showcase my individuality and personal skillsets while effectively representing the firm and its brand. The work was exciting and intellectually stimulating, and this internship will undoubtedly aid me in my future endeavors after I depart from this amazing firm.
During my time at The Shaughnessy Group, I was welcomed into an exceptional, lean team that prioritized my personal growth and development, especially for entrepreneurially minded professionals. From day one, it was clear the firm valued my contributions and created an environment for making a meaningful impact. A major highlight of my ti
During my time at The Shaughnessy Group, I was welcomed into an exceptional, lean team that prioritized my personal growth and development, especially for entrepreneurially minded professionals. From day one, it was clear the firm valued my contributions and created an environment for making a meaningful impact. A major highlight of my time at The Shaughnessy Group was the opportunity to work directly on live M&A advisory deals. I gained invaluable hands-on experience supporting these transactions through detailed industry research and contributing to the preparation of client pitch materials. This exposure deepened my understanding of the intricacies and complexities of M&A transactions, where I felt like a trusted and valued member of the team. The weekly team meetings, combined with comprehensive training materials and valuable industry insights shared on the firm’s website, kept me fully engaged throughout my internship, particularly as I explored potential investment banking jobs. Overall, my time at The Shaughnessy Group was incredibly enriching, and I highly recommend it to future interns seeking a dynamic and rewarding experience in the M&A space.
The team at Shaughnessy was welcoming and always available for questions. I was given several opportunities to learn about the day-to-day processes of an investment banking firm, specifically in M&A advisory, and was invited to client calls to enhance my exposure to the industry and support my professional development. I am extremely grat
The team at Shaughnessy was welcoming and always available for questions. I was given several opportunities to learn about the day-to-day processes of an investment banking firm, specifically in M&A advisory, and was invited to client calls to enhance my exposure to the industry and support my professional development. I am extremely grateful for the management team at The Shaughnessy Group and highly recommend the company for entrepreneurially minded professionals seeking engaging investment banking jobs during a summer internship.
My M&A internship experience was an incredible journey that exceeded all expectations. From day one, I was immersed in real-world deals and strategic decisions within the M&A advisory space, allowing me to apply my classroom knowledge to practical situations. The mentorship I received was invaluable, especially from the Managing Director
My M&A internship experience was an incredible journey that exceeded all expectations. From day one, I was immersed in real-world deals and strategic decisions within the M&A advisory space, allowing me to apply my classroom knowledge to practical situations. The mentorship I received was invaluable, especially from the Managing Director and Vice President, who guided many entrepreneurially minded professionals like myself. The internship had a high learning curve initially; however, over time, the intimidation faded away. I not only enhanced my financial and analytical skills but also gained a deep understanding of the intricate workings of mergers and acquisitions, which are critical in investment banking jobs. The fast-paced environment nurtured adaptability, and the challenges I encountered contributed to my personal and professional growth. Moreover, my fellow interns were a tremendous support during my tenure at Shaughnessy Group.
During my internship at The Shaughnessy Group, I was fortunate to become part of an exceptional team right from the start. The warm and welcoming atmosphere made me quickly realize that I was surrounded by entrepreneurially minded professionals who genuinely cared about my growth. One of the highlights of my internship was the opportunity
During my internship at The Shaughnessy Group, I was fortunate to become part of an exceptional team right from the start. The warm and welcoming atmosphere made me quickly realize that I was surrounded by entrepreneurially minded professionals who genuinely cared about my growth. One of the highlights of my internship was the opportunity to dive into live deals right from day one. Being involved in real-world transactions taught me invaluable lessons about the intricacies of M&A advisory and the lower middle market. Whether it was analyzing financial data, participating in client meetings, or contributing to pitch materials for investment banking jobs, I felt like an integral part of the team. The team was outstanding in their willingness to guide and mentor me. Whenever I had questions or needed clarification, they were there, ready to provide thoughtful answers. Moreover, the abundance of helpful resources—such as weekly meetings, training materials, and industry insights—further enriched my learning experience.
I had the incredible opportunity to intern at The Shaughnessy Group, where I gained invaluable experience in data research and outreach, particularly beneficial for entrepreneurially minded professionals. My role involved conducting in-depth data analysis, identifying potential contacts, and supporting the team with outreach efforts to ke
I had the incredible opportunity to intern at The Shaughnessy Group, where I gained invaluable experience in data research and outreach, particularly beneficial for entrepreneurially minded professionals. My role involved conducting in-depth data analysis, identifying potential contacts, and supporting the team with outreach efforts to key industry players in the M&A advisory space. This hands-on experience allowed me to develop a deeper understanding of the M&A process and sharpen my analytical skills, which are crucial for investment banking jobs. The fast-paced and collaborative environment at The Shaughnessy Group pushed me to grow both professionally and personally. I am particularly grateful for the mentorship and guidance provided by Karl and Arne. Their willingness to share their expertise and insights was instrumental in shaping my understanding of the industry and the intricacies of deal-making. My time at The Shaughnessy Group has been an incredibly rewarding experience, and I am deeply appreciative of the skills and knowledge I gained during this internship. It has further solidified my interest in the field and prepared me for future opportunities in the industry.
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