Deal Execution Associate

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