Description

Firm Overview

We are working with a private equity firm based in Boca Raton focused on investing in lower middle-market companies within the Industrials and Business Services sectors. The firm partners with founder-owned and management-led businesses to drive long-term value creation through operational improvement, organic growth, and disciplined add-on acquisition strategies.

Role Overview

The firm is seeking a Private Equity Associate to join the investment team. The Associate will play an active role across the full investment lifecycle, including sourcing, diligence, execution, and portfolio company support. This is a highly analytical and execution-oriented role with meaningful exposure to senior investment professionals and portfolio company management teams.

Responsibilities

• Evaluate new investment opportunities through detailed financial, operational, and industry analysis
• Build and maintain three-statement operating models, LBO models, and return analyses
• Support due diligence efforts, including coordination with third-party advisors and management teams
• Prepare investment committee materials, deal memoranda, and internal presentations
• Assist in transaction execution, including LOIs, financing materials, and closing documentation
• Monitor and support portfolio companies, including KPI tracking, board materials, and add-on acquisition analysis
• Conduct market research and thematic work within Industrials and Business Services verticals

Qualifications

• 1-3 years of experience in private equity or investment banking, with Industrials and/or Business Services coverage strongly preferred
• Proven financial modeling and analytical skill set
• Strong understanding of LBO structures and investment return metrics
• Excellent written and verbal communication skills
• Highly motivated, detail-oriented, and comfortable working in a fast-paced, collaborative environment
• Bachelor's degree from a top-tier institution; strong academic performance