Private Equity Principal - Miami

Private Equity Principal

About Soul Equity Solutions

Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and to best-in-class talent.

We work exclusively with Middle Market Private Equity firms to grow and transform their internal teams. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.

About The Role

The Principal will join a private investment firm, in their Miami, FL office. This firm focuses on middle market, acquiring businesses with $20M+ in revenue.

Key Responsibilities

The Principal will join senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Responsibilities

• Needs to be able to effectively coach junior staff and share firm best practices (modeling, deal process, etc.)
• Will be a leader of the transaction team, managing and leading various workstreams simultaneously
• Demonstrates an ability to understand complex financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures.
• Demonstrates ability to participate in and occasionally lead negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return
• Demonstrates the ability to run all portions of the deal process: deal origination, modeling, due diligence, execution, and exit
• Demonstrates ability to bring deal flow to the firm.
• Demonstrates an ability to analyze business plans, communicate an investment thesis and effectively negotiate an LOI.
• Capable of representing the firm as a board member of portfolio companies.
• Identify new market segments for potential investment and work with the business development team to identify and engage target companies
• Assist in preparation and presentation of investment recommendations to the firm’s Investment Committee
• Can effectively work with portfolio company management teams for all aspects of deal process and post-closing.
• Demonstrates ability to manage a network of contacts for due diligence and deal flow generation.
• Establish and maintain relationship with industry, trade and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace
• Conduct market research to assess a company’s growth potential
• Capable of reviewing portfolio company valuations

Qualifications

• Ability to review and interpret financial statements with an advanced understanding of accounting
• Clear, concise business writing skills
• Investment banking background highly preferred
• Previous work experience of 8+ years
• Highly analytical, with a bias toward supporting claims with data
• Previous middle market private equity experience
• Mature, responsible and motivated; complement existing private equity transaction team
• Strong academic credentials
• Strong interpersonal and communication skills
• Previous transaction experience on either the buy or sell side

Education

• An undergraduate degree is required. Relevant advanced degrees are a plus.

Salary

• Salary is competitive, depending on experience.

This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.