A lower middle-market private equity firm is seeking a VP / Principal to join its Investment Team in Tampa.
The firm partners with founder- and family-owned businesses, providing minority and majority equity investments to support long-term growth, operational improvement, and value creation. With capital from institutional investors and a collaborative investment model, the firm works closely with management teams to scale businesses and deliver strong outcomes across its portfolio.
This is a senior investment role offering exposure across the full investment lifecycle, including deal sourcing, transaction execution, capital structuring, portfolio management, and exit preparation.
Key Responsibilities:
• Evaluate and execute new investment opportunities, including building financial models and conducting valuation analysis
• Lead and coordinate due diligence processes across financial, operational, legal, and commercial workstreams
• Prepare investment memoranda and present opportunities to the Investment Committee
• Develop and maintain relationships with intermediaries, lenders, advisors, and company management teams
• Support negotiation of key transaction documentation including LOIs, purchase agreements, and financing arrangements
• Manage external advisors and third-party diligence providers throughout transaction processes
• Monitor portfolio company performance and analyse key financial and operational metrics
• Work alongside operating partners and management teams to implement value creation initiatives
• Support strategic projects including add-on acquisitions, growth initiatives, and exit preparation
• Mentor junior members of the investment team and contribute to broader team development
Candidate Profile:
• 6–10 years’ experience in private equity, investment banking, or transaction advisory
• Demonstrated experience executing buy-side M&A transactions
• Experience within the industrial or manufacturing sectors required
• Strong financial modelling, valuation, and analytical capabilities
• Deep understanding of accounting, finance, and capital structures
• Ability to communicate effectively with senior executives, investors, and advisors
• Highly organised with the ability to manage multiple transaction workstreams
• Commercially minded with strong attention to detail and problem-solving ability