Investment Professional – Direct Private Equity

Investment Professional – Direct Private Equity

Fully remote - US based

175 - 225K + upside

Position Overview

A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private companies.

We are seeking an entrepreneurial, execution-focused investment professional to source, evaluate, and execute direct investments, while helping build a scalable deal pipeline and investment process.

This is a high-ownership, high-accountability role with direct exposure to the Principal and CFO. The role is ideal for someone who wants to operate like an independent sponsor within a family office structure—owning deals from origination through closing and monitoring performance post-acquisition.

The position can be full-time or part-time, depending on the candidate and deal flow.

Investment Strategy

Equity Investment Size: $2M – $5M per deal
Target Company Size: ~$5M – $10M enterprise value
Deal Type: Majority control or 100% acquisition
Deal Volume: ~2–3 transactions per year
Financial Profile: EBITDA positive (or near breakeven)
Focus: Businesses with a clear, defensible value proposition
Structure: Flexible (leverage, seller financing, earnouts, etc.)
Industry Scope: Generalist (excluding inventory-heavy / food businesses)

Key Responsibilities

1. Deal Sourcing & Pipeline Development

Build and manage a proprietary deal pipeline
Develop relationships with:
Investment bankers
Business brokers
Intermediaries and referral sources
Source both on-market and off-market opportunities
Proactively originate deals through outreach and network development
Track and manage pipeline activity in a structured manner

2. Investment Evaluation & Underwriting

Lead initial screening and qualification of opportunities
Perform financial analysis and build investment cases
Partner with the CFO on:
Financial modeling
Return analysis
Capital structure considerations
Evaluate:
Business quality and competitive positioning
Revenue stability and growth potential
Key risks and operational considerations
Prepare concise investment memos for internal decision-making

3. Due Diligence & Transaction Execution

Lead the deal process from LOI through closing
Coordinate diligence, including:
Financial review
Customer and business validation
Operational assessment
Work with legal counsel on transaction structuring and documentation
Negotiate key deal terms, including:
Purchase price
Seller financing
Earnouts and incentives
Manage transaction timelines and ensure efficient execution

4. Financing & Capital Structuring

Support sourcing and evaluation of debt financing when applicable
Interface with lenders and financing partners
Assist in structuring deals to optimize risk-adjusted returns

5. Portfolio Monitoring

Monitor performance of acquired companies
Review financial results and track against underwriting expectations
Maintain regular communication with management teams
Identify key risks and performance issues early
Support strategic decisions at a high level (without day-to-day operating responsibility)

6. Platform Development

Help build internal investment processes and playbooks
Improve sourcing strategies and pipeline conversion
Contribute to shaping long-term investment strategy

Candidate Profile

Strong preference for candidates with experience in:

Small / micro-cap private equity
Search funds or independent sponsor environments
Operator background (CEO, COO, or senior leadership in small businesses)

Experience & Skillset

Demonstrated ability to source or drive deal flow
Strong commercial judgment and business intuition
Experience evaluating small to lower middle-market companies
Ability to operate in a lean, unstructured environment
Comfortable wearing multiple hats across sourcing, diligence, and execution
Strong communication skills with the ability to engage owners, brokers, and advisors

Personal Attributes

Highly self-directed and entrepreneurial
Strong sense of ownership and accountability
“Hunter” mentality for sourcing opportunities
Practical and execution-oriented (not purely theoretical)
Comfortable working directly with senior decision-makers