Mai Placement

Investment Professional

Mai Placement  •  Brooklyn, NY (Remote)  •  1 month ago
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Job Description

Investment Professional – Direct Private Equity

Fully remote - US based

175 - 225K + upside

A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private companies.

We are seeking an entrepreneurial, execution-focused investment professional to source, evaluate, and execute direct investments, while helping build a scalable deal pipeline and investment process.

This is a high-ownership, high-accountability role with direct exposure to the Principal and CFO. The role is ideal for someone who wants to operate like an independent sponsor within a family office structure—owning deals from origination through closing and monitoring performance post-acquisition.

The position can be full-time or part-time, depending on the candidate and deal flow.

Investment Strategy

  • Equity Investment Size: $2M – $5M per deal
  • Target Company Size: ~$5M – $10M enterprise value
  • Deal Type: Majority control or 100% acquisition
  • Deal Volume: ~2–3 transactions per year
  • Financial Profile: EBITDA positive (or near breakeven)
  • Focus: Businesses with a clear, defensible value proposition
  • Structure: Flexible (leverage, seller financing, earnouts, etc.)
  • Industry Scope: Generalist (excluding inventory-heavy / food businesses)

Key Responsibilities

1. Deal Sourcing & Pipeline Development

  • Build and manage a proprietary deal pipeline
  • Develop relationships with:
    • Investment bankers
    • Business brokers
    • Intermediaries and referral sources
  • Source both on-market and off-market opportunities
  • Proactively originate deals through outreach and network development
  • Track and manage pipeline activity in a structured manner

2. Investment Evaluation & Underwriting

  • Lead initial screening and qualification of opportunities
  • Perform financial analysis and build investment cases
  • Partner with the CFO on:
    • Financial modeling
    • Return analysis
    • Capital structure considerations
  • Evaluate:
    • Business quality and competitive positioning
    • Revenue stability and growth potential
    • Key risks and operational considerations
  • Prepare concise investment memos for internal decision-making

3. Due Diligence & Transaction Execution

  • Lead the deal process from LOI through closing
  • Coordinate diligence, including:
    • Financial review
    • Customer and business validation
    • Operational assessment
  • Work with legal counsel on transaction structuring and documentation
  • Negotiate key deal terms, including:
    • Purchase price
    • Seller financing
    • Earnouts and incentives
  • Manage transaction timelines and ensure efficient execution

4. Financing & Capital Structuring

  • Support sourcing and evaluation of debt financing when applicable
  • Interface with lenders and financing partners
  • Assist in structuring deals to optimize risk-adjusted returns

5. Portfolio Monitoring

  • Monitor performance of acquired companies
  • Review financial results and track against underwriting expectations
  • Maintain regular communication with management teams
  • Identify key risks and performance issues early
  • Support strategic decisions at a high level (without day-to-day operating responsibility)

6. Platform Development

  • Help build internal investment processes and playbooks
  • Improve sourcing strategies and pipeline conversion
  • Contribute to shaping long-term investment strategy

Candidate Profile

Strong preference for candidates with experience in:

  • Small / micro-cap private equity
  • Search funds or independent sponsor environments
  • Operator background (CEO, COO, or senior leadership in small businesses)

Experience & Skillset

  • Demonstrated ability to source or drive deal flow
  • Strong commercial judgment and business intuition
  • Experience evaluating small to lower middle-market companies
  • Ability to operate in a lean, unstructured environment
  • Comfortable wearing multiple hats across sourcing, diligence, and execution
  • Strong communication skills with the ability to engage owners, brokers, and advisors

Personal Attributes

  • Highly self-directed and entrepreneurial
  • Strong sense of ownership and accountability
  • “Hunter” mentality for sourcing opportunities
  • Practical and execution-oriented (not purely theoretical)
  • Comfortable working directly with senior decision-makers

Send your resume to: connie@maiplacement.com

Mai Placement

About Mai Placement

If you are:

🠊A candidate seeking your next great career opportunity

🠊A company seeking a skilled employee to boost your business’s growth

You know that it’s all about finding the right match.

And when you discover that doing it yourself takes time, money, and resources you can’t afford to invest just now, it’s time you met The Recruiting Experts.

We are MAI PLACEMENT:

Leaders in the recruiting industry, our expertise is in mid to executive-level positions. We match highly qualified candidates with open positions in the New York, New Jersey, & Florida regions, providing opportunities for growth & career advancement that well reflect their training, expertise, and valuable skill set.

With our deep understanding of the corporate world and our expert knowledge of human psychology & its effect on recruitment, we match skilled candidates with thriving companies, creating a mutually beneficial partnership that benefits all.

OUR PHILOSOPHY IS SIMPLE:

Ethical recruitment. Successful placement.

By keeping the best interests of all parties in mind, we’ve earned the trust and confidence of both employers and employees. And it’s a compliment we don’t take lightly.

THE MAI PLACEMENT BENEFIT:

💥Extensive corporate knowledge & industry expertise

💥Deep understanding of human nature & psychology

💥Reputation for honest interactions & ethical recruiting

We pride ourselves on the hands-on corporate experience that gives us the insider knowledge required to fill mid to executive-level positions quickly, efficiently, and successfully. And we’re prouder yet of the personalized, dedicated service we provide to all of our clients.

OUR COMMITMENT IS CLEAR:

🠊To help qualified candidates find jobs that match their abilities and skills.

🠊To help thriving companies find the talent they need to continue to grow.

Because when it’s a match, both parties are happy, and both sides benefit.

Looking to make your next career move? Seeking top-tier talent?

👉Visit MaiPlacement.com toda

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Brooklyn, NY
Year Founded
Unknown
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