Associate
: Job Details :

About Us

Founded in 2016, this investment firm partners with small to mid-sized business owner-operators to grow their businesses with our infrastructure/ platform support. The portfolio includes companies across a variety of sectors as we are industry agnostic. Industries represented in our portfolio include: accounting, IT managed services, veterinary services, mechanical services etc. With over 150 acquisitions and a combined enterprise value exceeding $2 billion, we remain committed to our entrepreneurial and integrity-first core values. We plan to launch several new platforms in the short to medium term partnering with established local businesses, allowing owner-operators to operate independently while providing resources to help them grow revenue/increase revenue profitability.

Position Summary

The Associate will play a critical and versatile role in supporting the due diligence process for potential investment opportunities, business analytics, portfolio op's support, and ad-hoc tasks. This position requires a detail-oriented individual with strong analytical and communications skills with an entrepreneurial spirit. The Associate will work closely with the full team to assess the viability and potential risks of investment opportunities, contributing to informed investment decisions. The Associate will play an important role driving operational excellence across our portfolio companies and optimizing overall business performance.

Key Deliverables

• Comprehensive due diligence on investment opportunities

• Detailed reports and investment recommendations

• Financial evaluations, market analysis, and risk assessments

• Presentations to stakeholders and leadership

• Development of KPI reporting and business analytics best practices

Position Responsibilities

• Analyze financial statements and perform due diligence

• Conduct market research and competitor analysis

• Evaluate KPIs and financial metrics of target companies

• Manage business analytics and KPI reporting for portfolio companies

• Support integration of new acquisitions and strategic objectives

• Prepare and present findings to senior leadership

• Stay informed on industry trends

• Collaborate across operations, sales, strategy, finance, HR, and more as needed

Position Requirements

• 2-5 years in consulting, private equity, investment banking, or related fields

• Skilled in financial analysis and complex data interpretation

• Strong analytical, communication, and multitasking abilities

• Commitment to company values

• Proficiency in Microsoft Office, particularly Excel