Private Equity Associate - 2027 Summer start

Private Equity Deal Team Associate - Cleveland or Dallas

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.

Job Description:

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. Primary responsibilities will include:

• 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.)

Desired Skills and Experience

The ideal candidates will have expertise in valuation, M&A-related modeling and analysis, an understanding of leveraged transactions, and the 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. Ideal candidates will possess the following qualifications:

• 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

Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients' needs.

This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.