Private Equity Associate

Private Equity Deal Team Associate - Cleveland, OH

About the Company

This is a growth-oriented private equity firm that partners with lower-middle-market business owners and management teams to help create shared success. The firm manages approximately $1.8 billion in committed capital across three funds, with investment teams across two U.S. offices, and has a strong record of consistent fundraising growth. The team focuses on control investments in business services, technology-enabled services, specialty manufacturing, and industrial services, and emphasizes a collaborative culture paired with high-volume deal execution. The firm brings experience and resources to help portfolio companies accelerate their growth, to the benefit of management, employees, and investors.

About the Role

The Associate will join the investment team, supporting senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Key Responsibilities

Deal Execution

• Financial analysis — create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
• Investment approval materials — prepare memos and other approval materials for the Investment Committee
• Industry research — conduct research on market size, growth prospects, demand drivers, key competitors, etc.
• Third-party diligence — facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)

Portfolio & Firm Support

• Portfolio management — assist with ongoing monitoring and strategic projects for portfolio companies
• Investor relations and fundraising — compile financial reports and valuation estimates of current portfolio companies for current and potential investors

Professional Experience & Qualifications

• Minimum of 2 years of experience in lower-middle-market investment banking or private equity
• An undergraduate degree is required

Find your fit - View all open positions at Soul Equity. 

About Soul Equity Solutions

Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.

This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.