Private Equity Partner
About Soul Equity Solutions
Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.
About the Role
Our client is an actively growing independent sponsor based in Miami, FL. The firm focuses on lower middle market, investing in business services and essential services companies. They target companies with $3M EBITDA and $20M-$150M in revenue. The firm has invested in 25 companies across 3 platforms and will close their first fund in Q3 2024.
Key Investment Characteristics:
- Industry Focus: Business Services and Essential Services
- Stage: Flexible
- Ownership: Majority
Responsibilities and Qualifications:
- Will be a leader of the transaction team, managing and leading various workstreams simultaneously
- Demonstrates the ability to run all portions of the deal process: deal origination, modeling, due diligence, execution, and exit
- Demonstrates an ability to analyze business plans, communicate an investment thesis and effectively negotiate an LOI.
- Demonstrates an ability to understand complex financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures.
- Assists in preparation and presentation of investment recommendations to the firm’s Investment Committee
- Be an effective coach to junior staff and share firm best practices (modeling, deal process, etc.)
- Demonstrates ability to participate in and occasionally lead negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return
- Establishes and maintains relationship with industry, trade and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace
- Demonstrates ability to manage a network of contacts for due diligence and deal flow generation.
- Identifies new market segments for potential investment and work with the business development team to identify and engage target companies
- Demonstrates ability to bring deal flow to the firm.
- Effectively work with portfolio company management teams for all aspects of deal process and post-closing.
- Capable of reviewing portfolio company valuations
- Conducts market research to assess a company’s growth potential
- Capable of representing the firm as a board member of portfolio companies.
Further Qualifications:
- Strong academic credentials
- Ability to review and interpret financial statements with an advanced understanding of accounting
- Mature, responsible and motivated; complement existing private equity transaction team
- Highly analytical, with a bias toward supporting claims with data
- Previous transaction experience on either the buy or sell side
- Strong interpersonal and communication skills
- Clear, concise business writing skills
- Previous lower middle market private equity a plus
- Investment banking background highly preferred
- Previous work experience of 6+ years
Salary and Growth
Salary is competitive, depending on experience. The firm continues to grow and your growth with the firm is unlimited.
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.
