Investment Analyst

Shore Search Partners (“SSP”) is seeking an Investment Analyst to support the evaluation, underwriting, execution and monitoring of lower middle-market investments via search funds and independent sponsor structures. Search funds (or “Entrepreneurship Through Acquisition,” “ETA,” or “searches”) are formed by 1–2 individuals seeking to acquire and operate a lower middle-market company. Within SSP, there is a particular emphasis on roll-up initiation, supporting entrepreneurs who are pursuing buy-and-build strategies rather than solely traditional single-asset searches.

In the Analyst role, responsibilities center on evaluating, underwriting, and executing lower middle-market roll-up opportunities—both those sourced through searchers and those identified independently in the open market.

SSP sits at the intersection of traditional private equity and Entrepreneurship Through Acquisition (ETA). The Analyst role reflects this blend, combining a high volume of deals and fast decision-making cycles with meaningful, direct engagement alongside searchers who are often preparing to become CEOs of acquired companies and platform investments. This position requires rigorous analytical execution, intellectual curiosity, and the ability to strengthen underwriting decisions in fast-moving situations with limited information and time.

Analysts report to the Vice President, work closely with Partners and maintain clear ownership of both their own work and the output of supporting junior team members. Performance is measured by execution reliability (quality and timeliness), sound judgment, and clarity of thought.

The Analyst supports each stage of the investment process, including opportunity evaluation, industry and market analysis, financial modeling and underwriting, due diligence, investment committee materials preparation, and transaction execution. The role also involves coordinating Shore resources to support searchers and portfolio companies, contributing to deal structuring activities, and helping drive roll-up initiatives from initial thesis through closing.

Shore Capital Partners (“SCP” or “Shore”) is a leading lower middle-market private equity firm based in Chicago, IL. SCP proactively seeks to identify attractive industry niches within healthcare, business services, food & beverage, and industrials, recruit best-in-class board members, invest in companies poised for transformational growth, and deliver post-investment services and operational expertise to drive equity value creation. SCP has ~$17B in assets under management, with 84 platform investments, 1,100+ add-on investments and 22 successful exits.

Shore’s exits have yielded a multiple of invested capital of 6.4x and an internal rate of return of ~58% on average, which places SCP in the top 1% of private equity firms.

SSP is a newer strategy within the Shore ecosystem and is led by Michael Aubrey, Cale Werder, Cameron Perkins, Jacob Balley, Cyrus Hessabi, and Pedro Russell with long-term runway and scaling. The role has the potential for upward mobility and professional growth within Shore Search Partners. For more information, please visit the website here.

• Build and maintain detailed financial models, including sensitivities and scenario analyses, to evaluate potential investments under the guidance of senior investment professionals
• Conduct rigorous quantitative analysis to assess risk, return, and key underwriting assumptions
• Evaluate and diligence investment opportunities alongside SSP investment professionals and searchers
• Prepare investment committee memos and analytical materials that clearly articulate key assumptions, risks, and decision drivers for investment committee review
• Execute work streams in the due diligence process, including data collection, analysis, and stakeholder coordination
• Perform industry and market research to support roll-up theses and acquisition targets
• Monitor portfolio company performance through financial analysis and KPI tracking
• Prepare clear, concise presentations and materials that distill complex analyses for internal and external…