Full-Time
Deal Execution Associate
Heritage Holding
11-50 employees
Private equity growth for founder-led companies
No salary listed
Boston, MA, USA + 1 more
More locations: New York, NY, USA
In Person
 Finance & Banking (1) |
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- 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.
- A GPA of 3.5 or higher.
- Strong Excel, financial modeling, and PowerPoint skills.
- Evaluate investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities.
- Build financial models, returns analyses, operating forecasts, and transaction scenarios.
- Prepare investment materials, including deal memos, indications of interest, letters of intent, and investment committee materials.
- Manage diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence.
- Coordinate with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes.
- Manage data rooms, diligence request lists, question-and-answer processes, and pre-close deliverables.
- Support negotiation, financing, closing, and post-close handoff processes.
- Assist with industry research, market mapping, and evaluation of sourced opportunities.
- Demonstrated interest in investing, private equity, mergers and acquisitions, and business ownership.
- Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role.
Heritage Holding is a private equity firm that buys majority stakes in founder- and family-led U.S. businesses and grows them over the long term. It typically targets platform investments with enterprise values of $5–$100 million and raises capital from institutions and family offices. The firm differentiates itself through a hands-on, collaborative approach: it provides operational support, partners with existing management, and uses bolt-on acquisitions to scale. Unlike firms focused on short-term exits, Heritage Holding pursues patient, long-duration capital to build durable value rather than financial engineering. Its goal is to create sustainable growth and value by expanding profitable companies across sectors such as business services, healthcare, IT and industrial services, wealth management, and niche areas including MSPs, remote patient monitoring, commercial HVAC, power services, hydrovac, and RIAs managing $200–$750 million AUM.
Company Size
11-50
Company Stage
Early VC
Total Funding
$3.4M
Headquarters
Hartford, Connecticut
Founded
2015
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Simplify's Take
What believers are saying
- Airside Technology joined Heritage on July 9, 2026, expanding its industrial-services platform.
- Heritage's July 2026 acquisition adds a fourth HVAC brand and union field capacity.
- Fund I's committed capital gives Heritage dry powder for bolt-ons through 2027.
What critics are saying
- Lower middle market integration failures will destroy returns if Airside, HVAC, and engineering synergies stall.
- Heritage's platform strategy depends on continuous acquisitions; a 2026 slowdown compresses fees and momentum.
- If founder-owned sellers reject sponsor-owned rollups, Heritage's sourcing engine breaks by 2027.
What makes Heritage Holding unique
- Alex de Pfyffer and Ross Porter built Heritage from searcher roots into operators.
- The firm closed $220 million in 2024 and targets founder-owned lower middle market.
- Heritage has completed over 50 acquisitions across multiple platforms, including HVAC rollups.
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6 month growth
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↓ -2%/PRNewswire/ -- SDR Ventures is pleased to announce that Airside Technology Corporation ("Airside" or "the Company") has been acquired by Heritage Holdings....