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About the Role

Heritage Holding is seeking a driven and quick-learning Associate to join its Boston office. This role offers significant responsibility in live deal execution, supporting the investment team in acquiring and operating businesses.

Responsibilities

• Support the investment team across new platform and add-on acquisition opportunities.
• Evaluate investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities.
• Build financial models, returns analyses, operating forecasts, and transaction scenarios.
• Prepare investment materials, including deal memos, IOIs, LOIs, and investment committee materials.
• Manage diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence.
• Coordinate with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes.
• Manage data rooms, diligence request lists, Q&A processes, and pre-close deliverables.
• Support negotiation, financing, closing, and post-close handoff processes.
• Assist with industry research, market mapping, and evaluation of sourced opportunities.

Requirements

• 3.5 GPA or higher
• Demonstrated interest in investing, private equity, M&A, and business ownership
• Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
• Strong Excel / financial modeling and PowerPoint skills

Skills

• Highly driven
• Intellectually curious
• Detail-oriented
• Strong analytical skills
• Strong financial modeling skills
• Demonstrated problem-solving ability
• Sound business judgment
• Strong written communication skills
• Strong verbal communication skills
• Ability to manage multiple workstreams in fast-paced transaction processes
• Entrepreneurial mindset
• Willingness to take ownership

Location

• Boston

Work Type

• Full-Time
• Onsite

Experience Level

• Associate

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.