Soul Equity Solutions
Overview
The Vice President will join a Boston-based private equity firm focused on middle‑market investments. The firm has a 30‑year track record of investing in companies with enterprise value $100–$200 M. The VP will be a key member of the deal team, leading equity‑led buyout transactions, sourcing deals, and partnering with founders and management post‑investment. Firm Key Investment Characteristics
Industry Focus:
Food Value Chain, Industrials, Education & Training, Select Business Services Target Investment:
Founder‑owned and operated companies with $10–$30 M EBITDA and $100–$200 M EV Responsibilities
Deal Origination & Sourcing:
Lead and quarterback deals end‑to‑end, managing diligence, stakeholder coordination, and investment‑committee processes. Identify and develop new investment opportunities through networking, conferences, and intermediary relationships. Collaborate with industry experts to develop sector‑specific investment theses. Maintain and leverage a network of investment bankers, advisors, and other intermediaries. Transaction Execution:
Lead and coordinate the deal process from diligence to closing, including financial modeling, valuation, and negotiation. Perform in‑depth analysis of financial statements, industry trends, and market dynamics. Manage relationships with legal, tax, and financial advisors during the execution process. Oversee the preparation of investment‑committee materials and present findings to senior leadership. Portfolio Company Management:
Work closely with portfolio companies to drive growth, operational improvement, and strategic initiatives. Monitor key performance indicators (KPIs) and financial performance across portfolio companies. Support exit strategies through preparation for sale, IPO, or strategic partnership. Team Leadership:
Mentor and develop Analysts and Associates on the deal team. Collaborate with internal teams (investor relations, finance, legal) to align strategy and processes. Deal Pipeline Management:
Maintain a robust pipeline of potential investment opportunities and prioritize resources accordingly. Maintain relationships with industry experts, advisors, and potential management teams. Develop and expand industry knowledge to aid in deal flow. Qualifications
Bachelor’s degree in Finance, Economics, or related field; advanced degree preferred. Minimum 5–8 years of relevant professional experience, including time in private equity, independent sponsor, investment banking, or transaction advisory. Diverse industry exposure across multiple sectors. Proven ability to lead deal execution, including modeling, valuation, and negotiations. Exceptional financial modeling and technical skills. Strong interpersonal and communication abilities; can build trust with founders and independent sponsors. Entrepreneurial mindset, maturity, and cultural fit. Ability to juggle multiple live deals in a fast‑paced, lean‑team environment. 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. The firm does 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.
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The Vice President will join a Boston-based private equity firm focused on middle‑market investments. The firm has a 30‑year track record of investing in companies with enterprise value $100–$200 M. The VP will be a key member of the deal team, leading equity‑led buyout transactions, sourcing deals, and partnering with founders and management post‑investment. Firm Key Investment Characteristics
Industry Focus:
Food Value Chain, Industrials, Education & Training, Select Business Services Target Investment:
Founder‑owned and operated companies with $10–$30 M EBITDA and $100–$200 M EV Responsibilities
Deal Origination & Sourcing:
Lead and quarterback deals end‑to‑end, managing diligence, stakeholder coordination, and investment‑committee processes. Identify and develop new investment opportunities through networking, conferences, and intermediary relationships. Collaborate with industry experts to develop sector‑specific investment theses. Maintain and leverage a network of investment bankers, advisors, and other intermediaries. Transaction Execution:
Lead and coordinate the deal process from diligence to closing, including financial modeling, valuation, and negotiation. Perform in‑depth analysis of financial statements, industry trends, and market dynamics. Manage relationships with legal, tax, and financial advisors during the execution process. Oversee the preparation of investment‑committee materials and present findings to senior leadership. Portfolio Company Management:
Work closely with portfolio companies to drive growth, operational improvement, and strategic initiatives. Monitor key performance indicators (KPIs) and financial performance across portfolio companies. Support exit strategies through preparation for sale, IPO, or strategic partnership. Team Leadership:
Mentor and develop Analysts and Associates on the deal team. Collaborate with internal teams (investor relations, finance, legal) to align strategy and processes. Deal Pipeline Management:
Maintain a robust pipeline of potential investment opportunities and prioritize resources accordingly. Maintain relationships with industry experts, advisors, and potential management teams. Develop and expand industry knowledge to aid in deal flow. Qualifications
Bachelor’s degree in Finance, Economics, or related field; advanced degree preferred. Minimum 5–8 years of relevant professional experience, including time in private equity, independent sponsor, investment banking, or transaction advisory. Diverse industry exposure across multiple sectors. Proven ability to lead deal execution, including modeling, valuation, and negotiations. Exceptional financial modeling and technical skills. Strong interpersonal and communication abilities; can build trust with founders and independent sponsors. Entrepreneurial mindset, maturity, and cultural fit. Ability to juggle multiple live deals in a fast‑paced, lean‑team environment. 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. The firm does 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.
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