Private Equity Associate - 2027 Summer start

Soul Equity Solutions • Dallas, TX

27d • Hybrid

About The Position

The Associate will join an established Dallas based private equity firm focused on lower middle market investments, acquiring businesses with $3-15M EBITDA. They primarily invest in the business services, industrial services, tech services but will invest across all industry segments. The Associate will be involved in all aspects of the firm’s business, from evaluating and executing platform and add-on investments to monitoring portfolio companies.

Requirements

• Expertise in valuation, M&A-related modeling and analysis
• Understanding of leveraged transactions
• Interpersonal skills required to work face-to-face with deal teams, lenders, advisors, referral sources, and all other participants involved in managing portfolio companies and closing transactions
• Investment banking, accounting, transaction services, and / or private equity experience
• Excellent financial, modeling and analytical skills
• Very strong writing, communication and presentation skills
• Mature and professional candidate who has a strong work ethic
• Strong organizational skills, desire to learn and ability to multi-task
• Genuine desire to be an early contributor to an entrepreneurial and growing firm

Responsibilities

• Identifying, sourcing and working on the structuring and execution of M&A transactions – both new investments and add-on acquisitions for portfolio companies
• New investment analysis, diligence, underwriting and financing activities, including construction of complex financial models
• Working with portfolio companies on strategic and financial initiatives, including development, tracking, and management of KPIs and other key measurements
• Monitoring portfolio company performance post-investment
• Participating in meetings with management teams, M&A intermediaries and financing sources
• Participating in exit monetization processes (recaps, sale processes, etc.)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed