Principal

Job Overview

Job Description

 Investment Strategy & Deal Sourcing
• Develop and articulate a compelling investment thesis, identifying industries with strong growth trajectories and succession-driven opportunities.
• Lead deal origination efforts through an extensive network of industry relationships, trade associations, proprietary outreach, and market research.
• Evaluate potential acquisitions based on financial health, competitive positioning, and growth potential, conducting deep market analysis and financial due diligence.
• Build and maintain trusted relationships with business owners, advisors, and intermediaries to facilitate high-quality deal flow.

2. Transaction Execution & Structuring
• Lead negotiation and structuring of acquisitions, ensuring optimal deal terms and a sustainable transition for all stakeholders.
• Oversee financial, legal, and operational due diligence, engaging with attorneys, investment advisors, and accountants to mitigate risks.
• Prepare and present detailed investment memorandums to secure approval from investors and financing partners.
• Ensure compliance with all regulatory, legal, and financial structuring requirements, both domestic and international.

3. Portfolio Oversight & Value Creation
• Post-acquisition, take a hands-on leadership role in the acquired business, implementing operational improvements, revenue expansion strategies, and long-term scalability initiatives.
• Collaborate closely with the management team, providing strategic guidance to enhance efficiency, financial performance, and organizational structure.
• Identify and execute value-maximization opportunities, including product diversification, geographic expansion, and process optimizations.

4. Investor Relations & Fundraising
• Serve as the primary liaison with search fund investors, family offices, and institutional stakeholders, ensuring consistent and transparent communication.
• Manage periodic investor updates, financial reporting, and performance analysis to reinforce confidence and trust.
• Explore co-investment opportunities and additional funding structures to optimize capital allocation and acquisition financing.

5. Exit Strategy & Monetization
• Define and execute an effective exit strategy, exploring potential routes such as strategic sales, private placements, or IPOs.
• Continuously assess market conditions and industry trends to maximize investor returns while preserving the acquired business’s long-term sustainability.

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