Private Equity Associate - Summer

About the Firm

The firm is a Charlotte-based lower middle market private equity group that partners with founder-led and family-owned businesses across a wide range of industries. As a generalist investor, the firm targets control investments in companies typically generating $3-$15M of EBITDA. Its investment approach blends disciplined underwriting with hands-on value creation.

The firm is seeking a Private Equity Associate to join the team this summer. The associate will work closely with senior investment professionals and portfolio company leaders, gaining exposure across the full deal lifecycle.

• Investment Evaluation & Execution
  • The associate builds financial models and conducts valuation analyses (DCF, LBO, comparable companies, precedent transactions).
  • The associate supports screening new opportunities and drafting investment memos.
  • The associate performs industry research, competitive analysis, market assessments, and customer diligence.
  • The associate assists with deal execution, data room review, diligence coordination, and transaction processes.
• Portfolio Company Support
  • The associate analyzes portfolio company performance and monitors key operating metrics.
  • The associate supports value‑creation initiatives, evaluates add-on acquisitions, and assists with integration efforts.
  • The associate prepares board materials and investor reporting.
• Firm & Market Activities
  • The associate contributes to sourcing through market research, networking, and monitoring industry developments.
  • The associate updates and maintains internal sector theses, research materials, and CRM data.
  • The associate supports firm-wide strategic initiatives and internal presentations.

• 2-3 years of experience in investment banking, consulting, transaction advisory, or corporate finance (preference for M&A or leveraged finance).
• Strong financial modeling and analytical skills.
• Ability to manage multiple projects in a fast-paced environment.
• Strong written and verbal communication skills.
• A collaborative, team‑focused mindset appropriate for an entrepreneurial, flat organization.
• High integrity, maturity, and sound judgment.