Soul Equity Solutions

Private Equity Associate - 2027 Summer start

Soul Equity Solutions  •  Westport, CT (Onsite)  •  12 days ago
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Job Description

Private Equity Associate - Summer 2027

About the Role

The Associate will join this well-established private investment firm in their Westport, CT office. This firm focuses on acquiring and managing lower middle market businesses in the business services and industrial sectors.

Key Responsibilities

  • Identifying, sourcing and working on the structuring and execution of M&A transactions – both new investments and add-on acquisitions for portfolio companies
  • New investment analysis, diligence, underwriting and financing activities, including construction of complex financial models
  • Working with portfolio companies on strategic and financial initiatives, including development, tracking, and management of KPIs and other key measurements
  • Monitoring portfolio company performance post-investment
  • Participating in meetings with management teams, M&A intermediaries and financing sources
  • Participating in exit monetization processes (recaps, sale processes, etc.)

Desired Skills and Experience

  • 1+ years in investment banking, strategy consulting, or transaction advisory services.
  • LMM or MM private equity experience
  • Strong financial modeling, valuation, and analytical skills.
  • Bachelor’s degree in Finance, Economics, or a related field.

About Soul Equity Solutions

Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.

We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.

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.

Soul Equity Solutions

About Soul Equity Solutions

*** Please see our website to apply for our open private equity job postings!

https://www.soulequitysolutions.com/jobs/

Welcome to Soul Equity —a NYC-based, boutique, woman-owned executive search firm passionately dedicated to elevating Middle Market Private Equity Firms, independent sponsors, and family offices across the United States. As a specialized boutique firm, Soul Equity exclusively focuses on the unique hiring needs of the Private Equity middle market.

At Soul Equity, we transcend conventional executive search practices with an unwavering commitment to excellence, redefining the standard in our industry. Our focus is clear: we are dedicated to conducting searches at all seniority levels throughout the US, catering to both investor and non-investor roles. Whether it's Investment Teams, Portfolio Support, Business Development, or Investor Relations, we understand the intricacies of each position and the impact it has on your organization.

What truly distinguishes us is not only what we do but how we do it. Our hallmark is a reputation built on a personalized approach that goes beyond tailoring—we craft each experience to finely align with the unique needs of our clients. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.

We recognize that in the fast-paced world of private equity, outcomes matter. That's why partnering with Soul Equity means more than just adding team members; it's a strategic collaboration to expand and enhance the internal fabric of Private Equity firms.

At Soul Equity, we recognize the critical impact of making the right match. We believe that the success of a business is intrinsically tied to the individuals who drive it forward. Our focus on outcomes is unwavering because we understand that finding the right person is not just a hiring decision; it's an investment in the company's bottom line.

Industry
Finance & Insurance
Company Size
1-10 employees
Headquarters
New York, NY
Year Founded
Unknown
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