Manager, Analysis & Valuation

U.S. Growth Funds is an investment firm that prioritizes teamwork, integrity, and intellectual curiosity. We are looking for highly motivated professionals to join our Business Development, Analysis & Valuation, and Internship teams.

Salary Range: $, plus Equity Opportunity

U.S. Growth Funds seeks a Vice President to identify and originate new investment opportunities and act as a critical interface between Business Development and other functional areas.

• Initiate and leverage an active dialog with owner/executive contacts at target companies identified as attractive acquisition candidates and/or influential referral sources by USGF portfolio company Management Partners;
• Build and leverage a network of referral sources in the capital markets including private equity firms, investment banks, commercial bankers, attorneys, accountants, and deal brokers;
• Attend industry conferences and events to build awareness of USGF’s presence and capabilities;
• Assist in specific marketing campaigns for the investment team;
• Review offering memorandums and other diligence materials to identify attractive investment opportunities worthy of further pursuit by USGF;
• Facilitate direct follow-up with, and active feedback to acquisition candidates, deal broker, or referral source;
• Negotiate Confidentiality Agreements with acquisition candidates leading to receipt of basic evaluation material;
• Formulate a proposed investment structure and Value Creation Hypothesis consistent with the USGF Investment Focus, Strategy, and Values for action by the Investment Committee, and leading to issuance of a formal Indication of Interest proposal;
• After acceptance of the Indication of Interest proposal, assist in preparation and coordination of the agenda for management meeting with the acquisition candidate and candidate’s advisors to assure that fundamental deal points, questions, and information requests are addressed at the earliest possible stage; and
• After attending the management meeting with the acquisition candidate, assist in the preparation and development of business models, risk identification, industry research, valuation assessment, and development of investment narrative for formal presentation to the Investment Committee requesting Contingent Investment Approval.
• After Contingent Investment Approval by the Investment Committee, serve as a liaison between the acquisition candidate, candidate’s advisors and the USGF investment team leading to issuance and acceptance of a formal Letter of Intent;
• After acceptance of the Letter of Intent by the acquisition candidate, assist in final due diligence, negotiation of the definitive agreement, coordination of legal counsel and third party diligence providers;
• Assist in presentation of the final findings to the Investment Committee addressing all contingencies, and seeking Final Investment Approval;
• After Final Investment Approval by the USGF Investment Committee, assist in Execution of the Definitive Agreement, closing, and funding;
• Attend monthly Executive Committee meetings with assigned portfolio companies;
• Review quarterly performance of an assigned investment portfolio, and

• MBA from a leading business school required;
• 3-5 years of experience in the capital markets with experience in transaction underwriting and deal structuring preferred;
• Strong interpersonal skills;
• Strong understanding of finance and accounting;
• Analytical and detail-oriented;
• Authorization to work in the U.S.;
• Strong work ethic with high desire to succeed;
• Demonstrated commitment to life balance and something greater than self.

Travel Requirements: Overnight travel 4-6 times per month.

Salary Range: $50-75,000, plus Equity

U.S. Growth Funds is looking for a full-time manager to oversee financial monitoring of our investment portfolio and to train the analyst team.

• Coordinate the hiring of a team of interns, analysts, and associates;
• Train new analysts on USGF’s analysis & valuation process; includes financial analysis, modeling, valuations and internal database training;
• Supervise…