Private Equity Associate

Overview

Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston or New York office. We are looking for a highly driven individual who embodies the entrepreneurial spirit, who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on a large amount of responsibility in the near and long term.

This role has the opportunity for career growth and advancement within Heritage and its ecosystem of portfolio companies.

• Develop and manage a robust pipeline of qualified deal leads through cold calls, emails, CRM tracking, and industry research
• Lead sourcing efforts by proactively reaching out to business owners and founders across target industries
• Own relationships with business owners and sellers throughout the deal process
• Own creation of financial models to evaluate investment opportunities
• Lead preparation of internal and external investment materials, including memos and investor presentations
• Coordinate and manage due diligence workflows across legal, financial, operational, and commercial areas
• Support internal Heritage firmwide initiatives

• Recent graduate from undergrad with a track record of academic and extracurricular success
• Strong work ethic and demonstrated desire to learn
• Willingness to work in a fast-paced environment
• Entrepreneurial and team-oriented spirit
• Excellent communication skills, both written and verbal

Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from HBS in 2015. Heritage has since closed on a $220m first institutional fundraise in August of 2024 and completed ~36 acquisitions across 11 platforms in B2B services, including telecom, IT and cyber security services, healthcare services, and skilled trades services.

We’re not just investors; we’re operators. Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.