Deal Team VP or Advanced Sr Assoc - San Francisco

Overview

Private Equity VP1 or Advanced Senior Associate - San Francisco Bay area

This role is for a VP or Advanced Senior Associate joining a San Francisco area based private equity firm focused on lower middle-market investing. The firm is rapidly growing in the lower-middle-market private equity space, investing in essential businesses within the modern industrial economy. It differentiates itself through a deeply hands-on, partnership-driven approach—working closely with management teams from day one to drive operational improvement and sustainable growth.

Backed by a successful debut fund and preparing to raise its second fund in Q2, the platform is gaining momentum and selectively expanding its investment team. The firm offers an entrepreneurial, high-performance culture with meaningful exposure across the full investment lifecycle, strong mentorship from experienced investors and operators, and clear opportunities for growth as the platform scales.

Firm s Investment Strategy:

• Target: $5-35M EBITDA

The VP or Advanced Senior Associate will support the firm’s investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:

• Investment Evaluation: Support all aspects of sourcing, screening, diligence, and ongoing management of investment opportunities
• Market & Industry Research: Analyze target industries, end markets, and competitive landscapes to inform investment theses
• Financial Modeling & Analysis: Build and refine detailed financial models; perform valuation and scenario analyses to support investment decisions
• Transaction Execution: Assist in structuring transactions, managing diligence workflows, preparing investment committee materials, and supporting negotiations and close
• Portfolio Support: Partner with portfolio company leadership on value-creation initiatives, including growth strategy, operational analysis, and performance improvement efforts

The VP or Advanced Senior Associate will join a San Francisco area
-based private equity firm focused on lower middle-market investing. The firm is rapidly growing and focuses on essential businesses within the modern industrial economy. It differentiates itself through a hands-on, partnership-driven approach—working closely with management teams from day one to drive operational improvement and sustainable growth. Backed by a debut fund and preparing to raise its second fund in Q2, the platform is expanding its investment team.

The firm offers an entrepreneurial, high-performance culture with meaningful exposure across the full investment lifecycle, mentorship from experienced investors and operators, and clear opportunities for growth as the platform scales.

Note:
This section consolidates the role details to minimize duplication and maintain clarity.

Firm s Investment Strategy:

• Target: $5-35M EBITDA
• EV: $50-30M per investment

The VP or Advanced Senior Associate will support the firm’s investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:

• Investment Evaluation: Support all aspects of sourcing, screening, diligence, and ongoing management of investment opportunities
• Market & Industry Research: Analyze target industries, end markets, and competitive landscapes to inform investment theses
• Financial Modeling & Analysis: Build and refine detailed financial models; perform valuation and scenario analyses to support investment decisions
• Transaction Execution: Assist in structuring transactions, managing diligence workflows, preparing investment committee materials, and supporting negotiations and close
• Portfolio Support: Partner with portfolio company leadership on value-creation initiatives, including growth strategy, operational analysis, and performance improvement efforts

• 4+ years of experience in investment banking and/or private equity; middle-market buyout experience preferred
• Strong financial modeling, valuation, and analytical skills, with a deep understanding of financial…