San-Francisco-based private equity firm (Founding Partner with 12+ years experience at Bain Capital PE and ~20 years overall in PE), focused on investing in lower middle-market space, partnering with outstanding management teams and companies to build a concentrated portfolio of durable, market-leading companies. The firm operates with a business builder mindset to be value-added partners to management teams and serve the long-term growth objectives of our portfolio companies. We focus on differentiated businesses in healthcare, financial services. We are bring deep strategy and operating skillsets and an owner-operator mindset to grow the companies we invest in

Firm Leadership has extensive prior private equity experience. Founding Partner spent 12 years at Bain Capital, one of the world’s leading private equity firms, and also as a partner in middle-market private equity (~20 years total in PE) - before founding this firm recently. He has an MBA from Stanford GSB and Bachelor's from Harvard. Senior Advisors at Firm include two seasoned private equity investors and an experienced Operating Director

Recruiting for a Senior Associate / VP role to join team. The candidate will be responsible for due diligence, financial modeling and analyses, sourcing of new opportunities, executing transactions and working closely with the management teams of portfolio companies on post-investment value creation initiatives. Specifically, the role involves the following activities:

Conduct deep fundamentals-based due diligence on an industry by analyzing market segmentation, growth drivers, competitive position, industry dynamics, financial trends and profit drivers

Lead due diligence on specific target companies including reviewing, researching and analyzing financial statements, operating metrics (e.g. pricing, product line profitability, customer level analysis) and other information on target companies to evaluate their attractiveness

Conduct extensive financial modeling including sensitivity analyses, with a focus on LBO models and integrated financial statement modeling. At progressively senior levels, the candidate will supervise other professionals on these responsibilities

Identify investment themes and sub-sectors of interest, and conduct research and analysis to develop the investment opportunity, and identify attractive acquisition targets within those sub-sectors

Connect with the owners, board of directors, CEOs and other senior management of the companies of interest through a variety of methods, including through direct outreach and working with investment bankers and intermediaries

Work directly with the Founding Partner in managing the deal execution process, including working with lawyers, accountants, and consultants

Work with the management team of the company to develop a strategic plan including a detailed set of value creation initiatives for the 5 year period post-investment

Looking for an outstanding business athlete with a passion for building entrepreneurial businesses, ability to think critically about how businesses work, and the interpersonal presence to build relationships with senior executives:

Professional experience from a reputable investing, investment banking or management consulting firm 

Entrepreneurial passion around building businesses, both at PE Firm as well as at future portfolio companies

Motivated self-starter with a strong work ethic, comfortable with managing multiple workstreams; goal-oriented and driven to produce results; appropriate sense of urgency

Analytical thinker with high level of comfort with numbers, data and logic; organized, structured problem-solver; excellent attention to detail 

High level of maturity, interpersonal skills and emotional intelligence to build relationships with senior executives, intermediaries and business owners

Critical thinker with a passion for thinking through how businesses work (business models, strategy and competitive dynamics); and the ability to form independent, and often contrarian, viewpoints supported by data and analysis

High proficiency in Microsoft Excel, Powerpoint and Word

PE Experience not required (but prior Investment Banking or Consulting is)

Equal parts investor / M&A and operator / builder

Big runway starting day 1

Wide range of responsibilities, from sourcing to deal execution to portfolio management 

Opportunity to work directly and learn from seasoned PE executives

Ideal for: MBA students with prior I-Banking, Consulting or Investing Experience or Current professionals in Banking, Consulting or PE

High growth investment areas: Healthcare, Financial Services, Tech

Recently founded firm

Entrepreneurial / start-up mindset 

More operational role, by nature of work and strategy

Recruiting Process is kicking off

Interviews taking place on a rolling basis

Ideal start date is Jan 2021 (with flexibility for current MBAs)

Firm based in San Francisco, but remote / WFH due to COVID

Competitive Comp Structure