Investment Director (New York City Metropolitan Area)

Investment Director — Lower-Middle-Market Acquisitions

New York City (onsite) · Full-time

Why this role exists

This is a rare seat at the intersection of lower-middle-market investing, building a generational holding company, and true ownership. You'll partner directly with the Founder-CEO on a small, hyper-experienced, “commando-style” investing team that runs on AI, tech, and data — with no junior layer. You own your deals end-to-end and need to convince exactly one person: our CEO. No investment committee, no red tape, no bureaucracy.

If you're a deal-maker who misses actually doing the deals — sourcing them, modeling them, structuring them, closing them — rather than managing committees and pushing paper up an approval chain, this is built for you.

What makes this different

• Invest alongside a proven operator. Our Founder-CEO's personal track record sits in the top 0.5% of returners globally — independently audited by a Big 4 firm and publicly verifiable.
• A model that's becoming the smart way to invest. We're building a permanent-capital, Berkshire Hathaway–style holding company. No fund life, no carry-realization timing games.
• Real momentum. Founded ~7 months ago, we already have ~1,000 deals in our pipeline and see 40–50 new opportunities every week.
• Ownership that actually pays. Meaningful equity in the platform itself — not a diluted slice of fund carry that may never materialize.

What you'll do

• Source excellent acquisition targets, including off-market — often by picking up the phone and talking to owners directly.
• Build and manage strong broker relationships.
• Build the acquisition case and bring it to a decision.
• Participate in every investment decision.
• Lead deal structuring and execution end-to-end.
• Support portfolio subsidiaries as needed.
• Do what it takes to build a great company — and eventually help take your own business to IPO.

You'll own the full deal-making process yourself, leveraging AI instead of junior analysts.

What we're looking for

You are (or recently were) a buy-side Director / Principal at an active lower-middle-market PE firm or holding company in the U.S. — a firm that buys small companies, not a mega-fund that does large-cap deals.

Core requirements

• A real track record of directly leading LMM acquisitions in the U.S. (think roughly 7–10+ deals — we care most about depth and your hands-on role in each).
• Hands-on capability across off-market sourcing, broker management, seller engagement, deal evaluation, structuring, presentation, and diligence.
• Highly autonomous and hands-on — genuinely fast and comfortable building your own valuation models in Excel, reading your own documents, and running your own process. No junior leverage here.
• A genuinely entrepreneurial appetite — you want to build, own, and operate like a principal.

Strong pluses (not dealbreakers)

• Formative pedigree from a highly selective firm — Tier-1 M&A (e.g., GS, JPM, MS), Transaction Services (Big 4), a prominent PE shop, or MBB.
• Small-business operating experience or operational leadership.
• Investor relations / capital-raise experience.
• CFA / CPA.
• Strong academics — Finance, STEM, or an MBA a plus (pedigree is welcome, but track record wins).

Location

New York City, onsite — with frequent travel for deal sourcing and execution. Open to relocating the right person.

Compensation

• 2–5% fully-diluted equity (based on profile, cash level, and optional co-invest; vesting stock options with a non-material exercise price) — with the potential for 8-figure upside if we execute as planned.
• $204K–$240K starting base , based on profile and equity %.
• +$36K base step-up for each additional $5M EBITDA acquired, up to $600K total annual comp.
• No cash bonus — by design. Upside lives in ownership.
• Skin in the game: co-invest is welcome and can increase your equity, but it's optional, not a requirement.

What you can expect

• To feel, work, and be treated like an owner.
• Zero bureaucracy, politics, or nonsense.
• An A+ caliber, genuinely fun team.
• Work hard, play hard — with real autonomy.

This is a great fit if you…

• Want to get back on the front lines and do deals, not manage a team doing them.
• Are energized by ownership and building something lasting, not by the next title or a bigger org chart.
• Thrive fully autonomous — you'd rather build the model yourself than hand it off.
• Love the deal, love the travel, and want your work to compound into real equity.

Additional Job Application Terms

• This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding Alaska, Hawaii, Nevada, South Carolina, and West Virginia.
• We’re committed to making our hiring process as smooth and timely as possible. If you’re a potential fit, our team will reach out within two weeks. If you do not hear back in that time, we encourage you to explore other opportunities in the future.
• Do you agree to the additional job application terms outlined here: