Investment Professional
About The Position
A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private companies. We are seeking an entrepreneurial, execution-focused investment professional to source, evaluate, and execute direct investments, while helping build a scalable deal pipeline and investment process. This is a high-ownership, high-accountability role with direct exposure to the Principal and CFO. The role is ideal for someone who wants to operate like an independent sponsor within a family office structure—owning deals from origination through closing and monitoring performance post-acquisition. The position can be full-time or part-time, depending on the candidate and deal flow.
Requirements
- Demonstrated ability to source or drive deal flow
- Strong commercial judgment and business intuition
- Experience evaluating small to lower middle-market companies
- Ability to operate in a lean, unstructured environment
- Comfortable wearing multiple hats across sourcing, diligence, and execution
- Strong communication skills with the ability to engage owners, brokers, and advisors
- Highly self-directed and entrepreneurial
- Strong sense of ownership and accountability
- “Hunter” mentality for sourcing opportunities
- Practical and execution-oriented (not purely theoretical)
- Comfortable working directly with senior decision-makers
Nice To Haves
- Experience in Small / micro-cap private equity
- Search funds or independent sponsor environments
- Operator background (CEO, COO, or senior leadership in small businesses)
Responsibilities
- Build and manage a proprietary deal pipeline
- Develop relationships with: Investment bankers, Business brokers, Intermediaries and referral sources
- Source both on-market and off-market opportunities
- Proactively originate deals through outreach and network development
- Track and manage pipeline activity in a structured manner
- Lead initial screening and qualification of opportunities
- Perform financial analysis and build investment cases
- Partner with the CFO on: Financial modeling, Return analysis, Capital structure considerations
- Evaluate: Business quality and competitive positioning, Revenue stability and growth potential, Key risks and operational considerations
- Prepare concise investment memos for internal decision-making
- Lead the deal process from LOI through closing
- Coordinate diligence, including: Financial review, Customer and business validation, Operational assessment
- Work with legal counsel on transaction structuring and documentation
- Negotiate key deal terms, including: Purchase price, Seller financing, Earnouts and incentives
- Manage transaction timelines and ensure efficient execution
- Support sourcing and evaluation of debt financing when applicable
- Interface with lenders and financing partners
- Assist in structuring deals to optimize risk-adjusted returns
- Monitor performance of acquired companies
- Review financial results and track against underwriting expectations
- Maintain regular communication with management teams
- Identify key risks and performance issues early
- Support strategic decisions at a high level (without day-to-day operating responsibility)
- Help build internal investment processes and playbooks
- Improve sourcing strategies and pipeline conversion
- Contribute to shaping long-term investment strategy
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
