Private Equity Analyst/Associate (Baltimore County)

Chesapeake Search Partners is partnering with an established private investment platform to identify a highly motivated Private Equity Associate to join its investment team. The firm focuses on acquiring and growing lower middle-market businesses in essential industries, with an emphasis on companies that generate stable cash flow and long-term value. This is an outstanding opportunity for an investment professional seeking hands-on experience across the entire investment lifecycle while working directly with senior decision-makers in a lean, entrepreneurial environment.

Key Responsibilities

Transaction Execution

• Evaluate acquisition opportunities and perform initial investment screening.
• Develop and maintain detailed financial models, including LBO, operating, valuation, and return analyses.
• Conduct business valuations utilizing discounted cash flow, comparable company, and precedent transaction methodologies.
• Participate in all phases of the acquisition process, including due diligence, financing, negotiations, closing, and post-acquisition integration.
• Prepare investment memorandums, presentations, and supporting materials for internal decision-making.

Financial Analysis & Due Diligence

• Analyze historical financial statements and operating performance.
• Review quality of earnings reports, debt agreements, legal documentation, and other diligence materials.
• Coordinate with outside advisors, lenders, accountants, consultants, and legal counsel throughout the transaction process.
• Identify key risks, opportunities, and value creation initiatives.

Industry Research

• Perform market and industry research to identify attractive investment sectors and acquisition targets.
• Analyze competitive landscapes, consolidation opportunities, and emerging market trends.
• Build investment theses supported by qualitative and quantitative research.

Portfolio Support

• Assist portfolio company leadership with financial reporting, operating performance reviews, strategic initiatives, and acquisition opportunities.
• Monitor portfolio company performance against investment expectations and identify areas for operational improvement.

Team & Process Development

• Help improve internal investment processes, reporting templates, CRM systems, and transaction workflows.
• Contribute ideas that improve efficiency and strengthen the firm's investment platform.

Qualifications:

• 2-5 years of experience in private equity, investment banking, leveraged finance, transaction advisory, or a related field.
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline required; MBA, CFA, or CPA is a plus.
• Strong experience with financial modeling, valuation, M&A transactions, and due diligence.
• Advanced Excel skills with knowledge of LBO modeling, financial statement analysis, and capital structures.
• Familiarity with research and financial databases such as PitchBook, Capital IQ, AlphaSense, or similar platforms.
• Strong analytical, organizational, and communication skills with exceptional attention to detail.
• Self-motivated professional who thrives in a fast-paced environment, exercises sound judgment, and takes ownership of projects.