About the role
Role Overview
Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 / January 2027 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.
Roles & Responsibilities
The Associate will support the investment team across new platform and add-on acquisition opportunities, including:
- Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
- Building financial models, returns analyses, operating forecasts, and transaction scenarios
- Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
- Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
- Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
- Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
- Supporting negotiation, financing, closing, and post-close handoff processes
- Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
- Highly driven, intellectually curious, and detail-oriented
- Strong analytical and financial modeling skills
- Demonstrated problem-solving ability and sound business judgment
- Strong written and verbal communication skills
- Ability to manage multiple workstreams in fast-paced transaction processes
- Entrepreneurial mindset and willingness to take ownership
Desired Qualifications
- 3.5 GPA or higher
- Demonstrated interest in investing, private equity, M&A, and business ownership
- Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
- Strong Excel / financial modeling and PowerPoint skills
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