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About the Role
Heritage Holding is seeking a Deal Origination and Platform Analyst Intern for a two-semester engagement spanning the 2026–2027 academic year. This role involves direct deal origination, maintaining origination infrastructure, and supporting portfolio company go-to-market strategies. The ideal candidate is comfortable with outreach, financial modeling, data analysis, and technology.
Responsibilities
- Develop and manage a pipeline of qualified deal leads through proactive outbound outreach, including cold calls, emails, LinkedIn, and intermediary coverage.
- Run thesis-driven sourcing sprints in target industries, producing target lists, market maps, and outreach strategies.
- Build and maintain relationships with business owners, founders, brokers, and investment bankers.
- Conduct preliminary diligence on inbound CIMs and teasers, including financial summaries, EBITDA bridge work, and fit screens.
- Build financial models for submission to the investor committee.
- Track and report on pipeline activity, conversion metrics, and outreach effectiveness.
- Manage the day-to-day health of the origination stack, including CRM hygiene, contact enrichment, deal stage discipline, and reporting.
- Build and improve sourcing automations using tools like Clay, Apollo, SourceScrub, and Smartlead.
- Design dashboards and reports for real-time visibility into pipeline coverage, broker activity, and deal velocity.
- Identify and prototype new tools or workflows, including LLM-assisted tooling, to reduce manual work or improve sourcing yield.
- Document playbooks to ensure improvements are sustained.
- Embed with portfolio companies on time-bound GTM projects, such as outbound campaign builds, ICP refinement, lead-gen experiments, CRM cleanups, sales rep enablement, or pricing tests.
- Translate origination-side tooling and best practices into portfolio operating value.
- Partner with portco operators and the value-creation team to scope projects, set KPIs, and report results.
- Build reusable GTM templates and playbooks for portfolio deployment.
Requirements
- Currently enrolled in an undergraduate or graduate program; all majors considered.
- Strong academic record.
- Genuine interest in private equity, entrepreneurship through acquisition (ETA), and operating roles.
- Comfort with cold outreach and talking to business owners.
- Willingness to learn quickly.
- Technical fluency: ability to build Excel models and use scripting for automation.
- High ownership, low ego, fast learner.
- Comfort navigating ambiguity in a small team.
- Strong written and verbal communication skills.
Skills
- Cold calls
- Emails
- LinkedIn outreach
- Intermediary coverage
- Financial modeling
- CRM management (HubSpot)
- Sourcing automations (Clay, Apollo, SourceScrub, Smartlead)
- Dashboard design
- Reporting
- LLM-assisted tooling
- Go-to-market (GTM) strategy
- Outbound campaigns
- Sales tooling
- Lead generation
- Revenue operations
- SQL
- Python
Location
- Boston
- New York
Work Type
- In-person
- Part-time
Experience Level
- Intern
Education Level
- Undergraduate program
- Graduate program
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.