Responsibilities:
Deal Sourcing & Evaluation
· Identify and evaluate acquisition opportunities in the lower-middle market
· Conduct in-depth due diligence, financial modeling, and industry analysis
· Assess cultural and operational fit to ensure alignment with our long-term mission
Transaction Execution
· Support all phases of deal execution: negotiation, structuring, documentation, and closing
· Collaborate closely with legal counsel, advisors, and internal stakeholders
Post-Investment Engagement
· Work side-by-side with portfolio company leadership to drive growth and operational improvements
· Support strategic initiatives, performance tracking, and long-term value creation
Legacy-Focused Transitions
· Build trusted relationships with founders and employees
· Ensure smooth, people-first transitions, no layoffs, no relocations, no bureaucracy
Cross-Functional Collaboration
· Contribute to internal team initiatives including process development, recruiting, and firm strategy
· Take ownership beyond your role and grow with the firm
Travel
· Regular travel to portfolio companies for on-site engagement and support
Requirements:
Strategic Mindset & Analytical Strength
· Strong grasp of financial modeling, business analysis, and investment strategy
· Ability to evaluate opportunities holistically financial, operational, and cultural
Entrepreneurial Energy
· Comfortable operating in ambiguity and wearing multiple hats
· Motivated by impact and building sustainable value in the real economy
Operational Curiosity
· Genuine interest in small business operations, leadership dynamics, and market strategy
· Eager to learn what makes businesses thrive from the inside out
People-First Perspective
· Strong interpersonal skills and emotional intelligence
· Respect for legacy, values, and the communities behind each business
Clear, Confident Communicator
· Excellent verbal and written communication skills
· Capable of building trust with owners, operators, and teammates alike
Qualifications:
· Education: Bachelor's degree in Business, Finance, Economics, Engineering, or related field; MBA or advanced degree is a plus
· Experience: 2+ years in private equity, investment banking, management consulting, or hands-on operating roles
· Technical Skills: Advanced Excel modeling, due diligence, deal execution, and KPI-driven performance analysis
· Preferred Background: Experience in lower-middle-market transactions or industrial sectors strongly preferred
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