Deal Team Associate

Hall Capital Holdings is a private family office dedicated to building enduring wealth through disciplined, long-horizon investing. We oversee a diversified portfolio spanning operating businesses, private equity, real estate, and public markets. Beyond investments, the office manages the full spectrum of the family's financial life — personal financial planning, treasury, tax coordination, and property oversight. Our culture is built on integrity, hard work, and hands-on stewardship.

We move with the conviction of an owner, not the pace of a fund.

As our acquisition pipeline grows, we are adding a high-impact generalist to our lean deal team. This is an opportunity to sit at the center of a highly active private investment office and contribute meaningfully across the entire spectrum of an M&A transaction.

We are searching for a Deal Team Associate who thrives in a fast-moving, multi-process environment. You will work directly alongside the existing deal team to accelerate deal throughput, sharpen financial diligence, and bring operational discipline to an increasingly active M&A program.

This role is deliberately broad — because we are. On any given week you might be building a diligence tracker for two simultaneous LOI processes, fielding calls from investment banks, and supporting month-end close for an existing portfolio company. If you are energized by that variety, you will love it here.

• Build and maintain acquisition models, financial forecasts, and capital allocation analyses across the portfolio
• Support KPI reporting, variance analysis, and monthly/quarterly reporting packages for portfolio companies
• Assist the CFO with month-end and year-end close, ad hoc reporting, and coordination with external accountants, auditors, and tax advisors
• Serve as a trusted partner to portfolio company leadership on growth initiatives and business objectives
• Keep active diligence processes on track — managing checklists, open items, and work streams across simultaneous deals
• Coordinate with QofE providers, legal counsel, and management teams throughout due diligence
• Prepare summaries, IC support materials, and management presentation notes for assigned work streams
• Support post-acquisition integration, including the 100-day plan and transition of key relationships
• Lead initial CIM review and prepare deal memo summaries for the Deal Team
• Draft IOIs and LOIs under the direction of senior team members
• Leverage AI tools and automation to streamline research, workflows, and transaction support

• 2–3 years of experience in investment banking, private equity, corporate development, or M&A advisory
• Strong accounting and financial modeling skills; comfortable reading and adjusting GAAP financials
• Ability to manage multiple work streams simultaneously without losing accuracy or urgency
• Excellent written and verbal communication; able to represent Hall Capital professionally with banks and sellers
• High ownership mentality — you see what needs to be done and do it without being asked
• Comfortable operating across functions and systems in environments where the answer isn't always clear
• Maintains absolute discretion consistent with family office confidentiality expectations
• Experience in a family office, lower-middle-market PE, independent sponsor environment, or public accounting firm
• Familiarity with AI-powered tools for deal management, research synthesis, or document automation
• Exposure to portfolio company operations or post-acquisition integration
• Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA a plus — not required

• Opportunity to participate in deal economics on completed transactions, commensurate with contribution and experience
• Direct access to senior leadership and investment decision-making — no layers, no bureaucracy
• A culture that values ownership, candor, and long-term thinking above all else