Job Description

About the Firm

This investment firm is focused on partnering with founder-led and middle-market businesses across North America. It employs a long-term, value-oriented investment philosophy and leverages deep industry expertise to drive sustainable growth and operational improvement. The team is known for its disciplined investment approach, collaborative culture, and dedication to building lasting partnerships with management teams.

Key Responsibilities

• Performs detailed financial modeling, valuation analyses, and market research to support investment decisions
• Supports all phases of the investment process, including due diligence, transaction execution, and legal coordination
• Prepares investment committee presentations and articulates findings and recommendations
• Works directly with portfolio company leadership to track performance, implement growth strategies, and identify acquisition opportunities
• Collaborates with the internal team to refine investment theses and contribute to value creation plans

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