Private Equity Associate

Position Overview:

H&P is representing an established middle-market private equity firm focused on investments in the technology and software sectors. They are seeking a highly skilled and driven Associate to join their office in San Francisco this year. The firm is looking to expand their investment team following the closure of their third fund, positioning themselves for an exciting phase of growth. This role will offer significant exposure to the investment process, with direct involvement in deal sourcing, due diligence, execution, and portfolio management. The ideal candidate will bring experience in technology, a strong background in financial analysis, deal structuring, and 1.5+ years experience from a good M&A investment bank in the technology team, having graduated in the last three or four years.

Key Responsibilities:

• Investment Sourcing and Origination: Assist in identifying new investment opportunities within the technology and software sectors by leveraging industry contacts, market research, and relationships with intermediaries. Actively contribute to the pipeline of potential transactions.
• Financial Modelling and Due Diligence: Lead the development of detailed financial models and valuations for potential investments. Conduct rigorous due diligence, including evaluating financial statements, assessing operational performance, and identifying risks and value creation opportunities.
• Investment Committee Presentations: Prepare comprehensive investment memos, including financial analysis, industry trends, risk assessments, and strategic opportunities. Present investment recommendations to senior team members and the investment committee.
• Transaction Execution: Collaborate with senior team members on structuring and negotiating deals, conducting legal and financial reviews, and managing all stages of the transaction process through to closing.
• Sector Expertise and Market Analysis: Use deep sector knowledge to evaluate market trends, competitive landscapes, and growth drivers within the firm’s focus industries (technology and software). Support the development of strategic investment theses.
• Portfolio Management and Value Creation: Work closely with portfolio company management teams to support operational improvements, implement growth strategies, and monitor financial performance. Contribute to strategic decisions that drive value creation and enhance performance.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field, having graduated in the last three or four years.
• Experience: 1.5+ years of relevant experience in investment banking, with direct involvement in M&A and diligence procedures.

Skills:

• Strong financial modeling and valuation skills, with the ability to assess complex financial statements and investment opportunities.
• Experience in conducting thorough due diligence and transaction execution.
• Excellent communication skills, with the ability to present investment opportunities and insights clearly to senior team members and external stakeholders.
• In-depth knowledge of one or more of the firm’s target sectors (technology and software).
• Proven ability to work independently, manage multiple projects, and meet deadlines in a fast-paced environment.
• Strong analytical mindset with a focus on data-driven decision making.
• Team-oriented with a collaborative, results-driven approach.

Preferred Attributes:

• Prior experience in investment banking with a focus on M&A transactions.
• An interest in the unique dynamics and investment opportunities in the technology and digital services sectors.
• Entrepreneurial, self-starter attitude, with a passion for working in a high-growth, dynamic environment.

Compensation:

Competitive base salary, performance-based bonuses, and a comprehensive benefits package, including health, dental, and vision insurance, 401(k), and other perks.

Position Overview:

H&P is representing an established middle-market private equity firm focused on investments in the technology and software sectors. They are seeking a highly skilled and driven Associate to join their office in San Francisco this year. The firm is looking to expand their investment team following the closure of their third fund, positioning themselves for an exciting phase of growth. This role will offer significant exposure to the investment process, with direct involvement in deal sourcing, due diligence, execution, and portfolio management. The ideal candidate will bring experience in technology, a strong background in financial analysis, deal structuring, and 1.5+ years experience from a good M&A investment bank in the technology team, having graduated in the last three or four years.

Key Responsibilities:

• Investment Sourcing and Origination: Assist in identifying new investment opportunities within the technology and software sectors by leveraging industry contacts, market research, and relationships with intermediaries. Actively contribute to the pipeline of potential transactions.
• Financial Modelling and Due Diligence: Lead the development of detailed financial models and valuations for potential investments. Conduct rigorous due diligence, including evaluating financial statements, assessing operational performance, and identifying risks and value creation opportunities.
• Investment Committee Presentations: Prepare comprehensive investment memos, including financial analysis, industry trends, risk assessments, and strategic opportunities. Present investment recommendations to senior team members and the investment committee.
• Transaction Execution: Collaborate with senior team members on structuring and negotiating deals, conducting legal and financial reviews, and managing all stages of the transaction process through to closing.
• Sector Expertise and Market Analysis: Use deep sector knowledge to evaluate market trends, competitive landscapes, and growth drivers within the firm’s focus industries (technology and software). Support the development of strategic investment theses.
• Portfolio Management and Value Creation: Work closely with portfolio company management teams to support operational improvements, implement growth strategies, and monitor financial performance. Contribute to strategic decisions that drive value creation and enhance performance.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field, having graduated in the last three or four years.
• Experience: 1.5+ years of relevant experience in investment banking, with direct involvement in M&A and diligence procedures.

Skills:

• Strong financial modeling and valuation skills, with the ability to assess complex financial statements and investment opportunities.
• Experience in conducting thorough due diligence and transaction execution.
• Excellent communication skills, with the ability to present investment opportunities and insights clearly to senior team members and external stakeholders.
• In-depth knowledge of one or more of the firm’s target sectors (technology and software).
• Proven ability to work independently, manage multiple projects, and meet deadlines in a fast-paced environment.
• Strong analytical mindset with a focus on data-driven decision making.
• Team-oriented with a collaborative, results-driven approach.

Preferred Attributes:

• Prior experience in investment banking with a focus on M&A transactions.
• An interest in the unique dynamics and investment opportunities in the technology and digital services sectors.
• Entrepreneurial, self-starter attitude, with a passion for working in a high-growth, dynamic environment.

Compensation:

Competitive base salary, performance-based bonuses, and a comprehensive benefits package, including health, dental, and vision insurance, 401(k), and other perks.