Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.
We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.
About The Role
This Principal role is on the deal team of this highly regarded mid-market PE firm located just outside Boston, MA. The firm prefers to invest in niche manufacturing, business services, value-added distribution, business services, healthcare, and consumer & food companies.
Private Equity Firm Details
Actively investing in Fund VI totaling $1.2B
11 active platforms
Average investment $50M-$200M
Deal team is 15 people, between both offices
Offices in Boston and Newport Beach
Key Responsibilities
The Principal will join senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:
Financial analysis - Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
Investment approval materials - Review prepared memos and other approval materials for the Investment Committee
Industry research - Conduct research on market size, growth prospects, demand drivers, key competitors, etc.
Third party diligence - Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
Portfolio management - Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
Investor relations and fundraising - Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
Marketing - Provide support and attend industry events, conferences, trade shows, etc.
Professional Experience & Qualifications
Minimum of 6 years of experience in investment banking, private equity or credit/lending, with middle-market experience a plus.
They are seeking someone with significant deal execution experience.
Education
An undergraduate degree is required. Relevant advanced degrees are a plus.
Salary
Salary is competitive, depending on experience.
This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Seniority level
Director
Employment type
Full-time
Job function
Finance
Industries
Venture Capital and Private Equity Principals
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