Full-Time

Mergers and Acquisitions Analyst

M&A Analyst

Updated on 9/3/2026

Valsoft

Valsoft

501-1,000 employees

Acquires, grows vertical market software companies

No salary listed

Montreal, QC, Canada

In Person

Bachelor's

Category
Finance & Banking (1)
Required Skills
Financial analysis
Mergers & Acquisitions (M&A)
Investment Banking
Financial Modeling

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Requirements
  • The candidate must have 0–3 years of experience in investment banking, private equity, corporate development, transaction advisory, or a related field.
  • The candidate must have strong financial modeling and analytical skills.
  • The candidate must have experience with financial statement analysis and due diligence processes.
  • The candidate must have excellent written and verbal communication skills, be comfortable pitching ideas, and produce high-quality deliverables.
  • The candidate must be familiar with and curious about leveraging emerging artificial intelligence technologies in day-to-day work.
  • The candidate must have high attention to detail and the ability to manage multiple workstreams.
  • The candidate must have a proactive, entrepreneurial mindset with a strong sense of ownership.
  • The candidate must have a bachelor's degree in Finance, Accounting, Economics, or a related discipline.
Responsibilities
  • Perform pre-due diligence financial and operational analysis on acquisition targets.
  • Lead and manage full due diligence workstreams, including financial, commercial, and operational workstreams.
  • Build and refine financial models and perform quality of earnings, working capital, and other critical analyses.
  • Support integration planning and execution in collaboration with internal and portfolio company teams.
  • Develop insights and deliver clear recommendations to senior investment leaders.
  • Assist with internal investment memos and presentations.
  • Participate in calls with sellers, advisors, and internal stakeholders.

Valsoft is a company that buys software businesses that serve specific, essential industries (like automotive and broadcasting) and helps them grow over the long term. It focuses on vertical market software—programs that are built for a particular industry—and keeps the acquired companies independent while giving them extra resources, best practices, and access to a global network. The core idea is to improve how these software businesses operate and expand their reach, rather than building new products from scratch. The main way Valsoft works is to purchase a niche software company, streamline its operations, and partner with the existing management team to drive steady growth. This approach sets Valsoft apart from others by emphasizing patient, long-term ownership and collaboration within a diverse portfolio of niche software. The goal is to create durable, profitable companies that continue to serve their essential customers efficiently and expand into new markets.

Company Size

501-1,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$420M

Headquarters

Montreal, Canada

Founded

2015

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Simplify Jobs

Simplify's Take

What believers are saying

  • 2026 acquisitions added UnionTrack, Square 9, Dispatch, Clubspeed, Countfire, and PenguinData.
  • Square 9 and UnionTrack expand AI document processing and association software into new niches.
  • Revelio Labs counted 5,773 employees in March 2026, while 505 jobs were posted.

What critics are saying

  • AllTrust settlement in 2026 keeps Valsoft tied to a 2024 data breach.
  • Demand Bridge litigation in Delaware shows customer disputes can turn into courtroom fights.
  • A repeat breach across payroll, union, or document systems would damage Valsoft's buy-hold-forever pitch.

What makes Valsoft unique

  • Valsoft buys mission-critical vertical software and keeps companies autonomous under operating groups.
  • TAG, Manos, and Fluent concentrate acquisitions by niche, like unions, field service, education.
  • Long-term ownership attracts founders; UnionTrack, Square 9, and Clubspeed all stayed independent.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Holidays

Flexible Work Hours

Remote Work Options

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Mental Health Support

Gym Membership

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

Phone/Internet Stipend

Home Office Stipend

Family Planning Benefits

Fertility Treatment Support

Parental Leave

Adoption Assistance

Childcare Support

Relocation Assistance

Employee Referral Bonus

Performance Bonus

Profit Sharing

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Training Programs

Meal Benefits

Employee Discounts

Commuter Benefits

Legal Services

Freelance/Contractor Perks

Growth & Insights and Company News

Headcount

6 month growth

14%

1 year growth

28%

2 year growth

2%
Associated Press
Sep 8th, 2026
TAG Software Group acquires Square 9 to deepen expertise in AI-powered document processing

Valsoft's TAG Software Group has acquired Square 9 Softworks, a New Haven, Connecticut-based provider of AI-powered intelligent document processing solutions. Founded in 2005, Square 9 serves over 1,000 organisations across healthcare, government, manufacturing, agriculture, and transportation sectors. Square 9's platform combines enterprise content management, AI-powered data capture, digital forms, and business process automation into a unified system. The company will continue operating autonomously under chief executive Stephen Young's leadership. The acquisition strengthens TAG Software Group's expertise in document automation and content management. Square 9 will benefit from Valsoft's operational support and long-term investment whilst maintaining its entrepreneurial culture and customer focus. Kaizen Equity Partners served as Square 9's M&A adviser, with Wiggin and Dana providing legal representation.

Business Insider
Sep 2nd, 2026
Fulltime AI Raises $1 Million to Bring an AI Front Desk to Home Service Businesses and Replace Call Centers

Montreal, Quebec, Canada, September 1st, 2026, FinanceWireFulltime AI, a startup based in Montreal that provides AI front des...

Albuquerque Express
Aug 25th, 2026
Valsoft's TAG Software Group strengthens its association management portfolio with the acquisition of UnionTrack.

Valsoft's TAG Software Group strengthens its association management portfolio with the acquisition of UnionTrack. ACCESS Newswire 25 Aug 2026, 20:09 GMT+10 MONTREAL, QC / ACCESS Newswire / August 25, 2026 / Valsoft Corporation Inc. ('Valsoft'), a Montreal-based company specializing in the acquisition and development of vertical market software businesses, today announced the acquisition of UnionTrack, Inc. ('UnionTrack'), a Maryland-based provider of member management and engagement software for labor unions. The acquisition was completed through TAG Software Group, a wholly owned subsidiary of Valsoft. Founded in 2014 and headquartered in Rockville, Maryland, UnionTrack specializes in next-generation member management and engagement software for labor unions and labor associations. The company supports more than 450 labor affiliates across North America, helping them direct more of their resources toward organizing, training, and advocating for working families. UnionTrack's mission is to leverage the power of today's connected devices to deliver a highly configurable labor union management software package. That work has culminated in UnionTrack ENGAGE(R), which combines member engagement, dues and per capita payments, bidirectional member communications, organizing, training, and grievance tracking in a single cloud-based platform. With this acquisition, TAG Software Group expands its presence in the union software market and deepens its expertise across the North American association management space. 'UnionTrack has built a stellar track record of working with unions of every size and sector, and ENGAGE gives labor organizations a single system for the work that matters most to their members. The addition of UnionTrack provides Albuquerque Express with even deeper expertise in how labor unions manage and engage their members, and it aligns strongly with Valsoft's philosophy of acquiring and supporting mission-critical software businesses for the long term. Albuquerque Express look forward to supporting UnionTrack as it continues to grow and provide exceptional service to its members,' said Costa Tagalakis, Managing Partner at TAG Software Group. 'Joining Valsoft is an exciting new phase for UnionTrack. Valsoft's long-term approach means Albuquerque Express can keep serving its members with that same commitment, now backed by additional resources to grow. Its focus stays where it has always been, on giving labor affiliates the tools to engage their members and run their organizations effectively,' said Ken Green, Founder at UnionTrack. UnionTrack will continue to operate autonomously, with current operations remaining in place. As part of the Valsoft ecosystem, the company will join TAG Software Group, one of Valsoft's decentralized operating entities, benefiting from shared expertise, operational support, and long-term investment, while preserving its entrepreneurial culture and strong customer focus. Valsoft was represented internally by David Felicissimo (General Counsel) and Shinjay Choi (Senior Legal Counsel). About UnionTrack Founded in 2014, UnionTrack, Inc. is a Maryland-based company specializing in next-generation member management and engagement software. UnionTrack's mission is to leverage the power of today's connected devices to deliver a highly configurable labor union management software package. UnionTrack serves labor unions across North America, helping them direct more of their resources toward organizing, training, and advocating for working families. About TAG Software Group TAG Software Group acquires, enhances, and grows mission-critical software companies. As part of Valsoft Corporation, TAG provides a permanent home for vertical market software businesses, offering long-term partnerships that protect founders' legacies, employees, and customers. Through its decentralized model and in-house expertise across M&A, technology, AI, marketing, and operations, TAG supports companies in unlocking new growth, entering new markets, and serving customers more effectively at scale. About Valsoft Valsoft acquires and develops vertical market software businesses that provide mission-critical solutions in their respective niches. Valsoft's strategy is to invest for the long term, enabling businesses to benefit from global expertise, shared best practices, and a decentralized structure that allows them to retain their entrepreneurial spirit while achieving sustainable growth. Media Contact

Valsoft Corporation
Jul 13th, 2026
Valsoft’s Manos Software Group Expands its Field Service Software Portfolio with the Acquisition of Dispatch

Manos Software Group acquires Dispatch, a field service platform trusted by enterprises across manufacturing, warranty, and franchise networks.

FinanzNachrichten.de
Jul 10th, 2026
Valsoft's Manos Software Group acquires Dispatch to expand field service software portfolio

Valsoft Corporation's Manos Software Group has acquired Dispatch, a Boston-based field service software platform that helps enterprise brands manage third-party contractor networks. Founded in 2013, Dispatch connects service brands, contractors, and customers on a single platform, centralising scheduling, communication, and job data across service networks. The platform serves leading enterprises in manufacturing, warranty, home services, retail, and franchise sectors. Since 2022, Dispatch has also owned Youreka, a Salesforce-native mobile forms platform for field workers. Dispatch will continue operating autonomously under its existing leadership team whilst benefiting from Manos Software Group's field service expertise and operational support. The company joins Valsoft's decentralised operating structure, which focuses on long-term investment in vertical market software businesses. Joe Farruggia, managing partner at Manos Software Group, emphasised plans to invest in AI capabilities and drive organic growth.