Soul Equity Solutions
Associate - Private Equity Deal Team - Dallas
Soul Equity Solutions, Dallas, Texas, United States, 75215
Private Equity Associate - Dallas
About the Role
The Associate will join this firm fast-growing, entrepreneur-led middle-market private equity platform built for professionals who want meaningful ownership, direct impact, and the opportunity to help scale something from the ground up. Backed by a recently raised fund of approximately $300 million, the firm invests in people-centric, services-oriented businesses and partners closely with management teams to drive growth through operational improvement, M&A, and thoughtful platform expansion. The team is intentionally lean (roughly 15 professionals), highly collaborative, and deeply hands‑on. With multiple platform investments already completed and a clear runway for continued deployment and future funds, this is a rare opportunity to join a firm and grow alongside both the portfolio and the broader platform.
Firm's Investment Strategy
Target: $20M EBITDA
Revenue: $50M minimum
Job Description The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:
Financial analysis
– Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
Investment approval materials
– Prepare memos and other approval materials for the Investment Committee
Industry research
– Conduct research on market size, growth prospects, demand drivers, key competitors, etc.
Third party diligence
– Facilitate diligence activities with third‑party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
Portfolio management
– Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
Professional Experience & Qualifications Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.
Personal Characteristics
Team player
Self‑starter
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities
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.
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Firm's Investment Strategy
Target: $20M EBITDA
Revenue: $50M minimum
Job Description The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:
Financial analysis
– Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
Investment approval materials
– Prepare memos and other approval materials for the Investment Committee
Industry research
– Conduct research on market size, growth prospects, demand drivers, key competitors, etc.
Third party diligence
– Facilitate diligence activities with third‑party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
Portfolio management
– Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
Professional Experience & Qualifications Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.
Personal Characteristics
Team player
Self‑starter
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities
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.
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