PE Associate, Newly Launched Fund - Cleveland

Soul Equity Solutions • Cleveland, OH

48d • Onsite

About The Position

The Associate will join a Cleveland based private equity firm focused on lower middle market investments, acquiring businesses with $2-15M EBITDA. They primarily invest in the business services, industrial services, tech services but will invest across all industry segments. The firm raised their third fund in 2022, totaling of ~$620 million. 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
• An 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, consulting, transaction services, private credit, 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
• Very strong social skills with high level of empathy

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, deal sources 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