Finatal is partnering with a fast-growing private equity firm that takes an operationally driven, roll-up-focused approach to building businesses in the lower middle market. The team is composed of former operators, consultants, and investors who are deeply involved in every aspect of scaling portfolio companies — from M&A integration to commercial strategy and performance improvement.
This is an opportunity for a highly motivated Associate to join a lean, entrepreneurial team executing complex buy-and-build strategies across industrials, business services, consumer, and healthcare. The role offers real responsibility from day one, significant exposure to senior partners and portfolio company leadership, and the chance to make an immediate impact in both investment and operational workstreams.
Responsibilities:
- Support deal origination and execution, including market mapping, target identification, valuation, and financial modeling
- Lead key analytical workstreams through diligence, deal structuring, and closing
- Work directly with management teams to drive integration, performance tracking, and operational improvements post-acquisition
- Develop and maintain industry intelligence to identify platform and add-on opportunities
- Prepare investment committee materials and participate in key deal discussions
- Play an active role in portfolio management and strategic initiatives across multiple companies
Requirements:
- 2–4 years of experience in investment banking, private equity, or strategy consulting
- Strong technical foundation in modeling, financial analysis, and transaction execution
- Hands-on, self-starter mentality with a bias for action and comfort operating in a fast-moving environment
- Excellent communication skills and the ability to work closely with senior investors and operators
- Entrepreneurial mindset with a genuine interest in building and transforming businesses
- Comfort balancing multiple live deals and portfolio priorities simultaneously