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About the Role
Heritage Holding is seeking a full-time Sourcing Associate to identify, engage, and build relationships with founders across target industries, generating new investment opportunities. This role is designed for early-career professionals eager to learn, take ownership, and work directly with operators, with potential for growth into deal execution and investing.
Responsibilities
- Conduct high-volume outreach (calls, emails, follow-ups) to business owners
- Build and manage a pipeline of potential acquisition targets
- Engage with founders and introduce Heritage as a potential partner
- Track sourcing activity and pipeline in CRM systems
- Support evaluation of opportunities, including basic financial analysis (training provided)
- Assist with investment materials and due diligence processes
- Contribute to firmwide and portfolio company initiatives
Requirements
- Recent graduate with strong academic and extracurricular track record
- Demonstrated grit and persistence (e.g., athletics, leadership, side projects)
- Strong written and verbal communication skills
- Comfortable engaging with new people and handling rejection
- High-energy, self-starter with an interest in entrepreneurship and investing
- Ability to thrive in a fast-paced, in-office environment
Skills
- Sourcing
- Relationship building
- Communication
- CRM systems
- Financial analysis
- Due diligence
Location
- Boston
- New York
Work Type
- Full-time
- In-office
Experience Level
- Early career
Education Level
- Recent graduate
About the Company
- Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA.
- Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades.
- The team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.