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Acquisitions: Sourcing, evaluating, and conducting due diligence for investment opportunities
Operations: Supporting management teams of our portfolio companies with strategic initiatives
Desired Characteristics & Skills
Capacity to evaluate companies from both a strategic and financial perspective
Strong Analytical Skills
Engaging and energetic personality
Demonstrated problem solving ability
3.5 GPA or Higher
1-2 Years of Investment Banking Experience
Heritage is an operations-driven private equity firm that is highly focused on working with the management teams of our portfolio companies. We are entrepreneurs before being investors and are looking for a problem-solver who is proactive and creative and will help us accelerate growth.
This role presents a unique opportunity to collaborate with and learn from Heritage founders and portfolio company management teams.
Please submit your resumes to email@example.com before February 1st 2021. Please include "Associate Position" in the subject line and include 3 sentences on why you would be a good fit for the role.
Heritage is a Boston-based holding company targeting lower middle market businesses generating between two and twenty million dollars of EBITDA. Over the past five-years we have completed twelve acquisitions across five platforms.
To date, our portfolio has been constructed with a focus on IT Infrastructure, B2B Services and Healthcare Services. However, we evaluate investment opportunities across all industries. Heritage has committed capital from two large family offices. Going forward, we anticipate completing 6-8 acquisitions on an annual basis.