Investment Professional

M

Mai Placement

Investment Professional

Brooklyn, NY
Full Time
Paid
  • Responsibilities

     

    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

     

    Send your resume to: connie@maiplacement.com

    https://jobs.crelate.com/portal/maiplacement/job/be5gr6nieddxawmh5fm6tg3k1y?crt=1777253262579