Private Equity Associate

Our client is a well-established lower middle market private equity firm with a longstanding track record of investing in founder-owned, family-owned, and niche market-leading businesses across a variety of industries. The firm employs a generalist investment approach, with meaningful exposure to industrials, business services, healthcare, specialty manufacturing, and other fragmented sectors that support buy-and-build strategies. This is an opportunity to join an active deal environment where Associates receive significant responsibility across sourcing, transaction execution, due diligence, portfolio initiatives, and strategic growth projects.

Responsibilities

• Evaluate and execute private equity investments across a broad range of industries, with a current emphasis on industrials and industrial-adjacent sectors.
• Build and maintain complex financial models, valuation analyses, LBO models, and investment committee materials.
• Participate in all phases of the transaction process, including due diligence, management meetings, lender discussions, and deal execution.
• Support platform investments and add-on acquisition opportunities within existing portfolio companies.
• Conduct market research, industry analysis, competitive assessments, and commercial diligence to identify attractive investment opportunities.
• Work closely with senior investment professionals and portfolio company management teams on value creation initiatives and strategic projects.
• Prepare presentations and recommendations for internal investment committees and firm leadership.

• 1-3 years of experience in investment banking, preferably within M&A, Leveraged Finance, or a related coverage group.
• Strong financial modeling, valuation, and analytical capabilities with demonstrated transaction experience.
• Excellent communication skills and the ability to interact effectively with management teams, advisors, lenders, and senior investment professionals.
• Highly motivated, intellectually curious, and comfortable operating in a fast-paced, entrepreneurial environment.
• Demonstrated interest in lower middle market investing and private equity.
• Strong ties to Dallas or Texas preferred, with a desire to build a long-term career in the region.
• Bachelor's degree with a strong academic record from a leading university.