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 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