Job Description

Company Summary: The Heritage Group (THG) is a family-owned business that over the past 80+ years has built a diverse set of prominent, growth-oriented private and public companies. As a key thought leader and resource for THG, the Strategy and M&A (S+M&A) team is charged with executing new platform investments, add-on acquisitions for portfolio companies and value creation initiatives across the THG portfolio.

Our team continues to grow, and the Senior Associate will be a key part of our S+M&A team. This critical role will assume a diverse set of responsibilities including 1) evaluating and executing new platform acquisitions, 2) participating in value creation initiatives within the THG portfolio, including add-on acquisitions and strategic planning, 3) conducting industry research and market analysis in support of new investments and investment strategies and 4) working on other special projects for the THG S+M&A team.

Heritage's Strategy + M&A group is a small, specialized team that evaluates and executes strategic add-on acquisitions, new platform investments, and functions as an internal strategy group, providing support to our companies in a variety of areas ranging from new growth initiatives to operational excellence. Team members have backgrounds in private equity, investment banking, business operations, and strategy consulting. Unlike traditional private equity firms, Heritage benefits from two critical points of differentiation:

1. Permanent Capital Base: Heritage is internally funded and has no outside investors, which enables a long-term, patient approach to building businesses and unlocking value.
2. Strategic Investor: by leveraging the knowledge of our portfolio companies and research group of over 50 scientists, we can appreciate the science that underpins a company's success and provide the resources to accelerate growth.

The Heritage Group's philosophy is that our greatest asset is our people. Our Strategy+M&A team places a strong emphasis on both personal and professional development, and our goal is to hire individuals who will remain with The Heritage Group throughout their entire career.

Position Description:

In executing the responsibilities outlined above, the Senior Associate will be expected to strategically apply critical thinking, ask questions and form judgments, with an emphasis placed on the ability to master the details while also seeing the big picture. The ideal candidate will have already mastered financial modeling and analysis, and will be adept at synthesizing diligence information from multiple sources and contributing a reasoned opinion on deal merits and risks. As a small group, we encourage one another to respectfully challenge the thinking of others, and this individual must be comfortable sharing an alternative viewpoint. This position will have the opportunity to (i) work on new investment opportunities, including financial modeling, industry research, market analysis, and other due diligence (ii) participate in strategic value creation initiatives within the THG portfolio, and (iii) work on other special projects for THG's executive team. Importantly, you will have direct exposure and interaction with our companies and their management teams.

Candidate Profile:Attributes and Expectations

• Unquestionable level of integrity
• Willingness to roll up their sleeves and get hands dirty regardless of title/level
• Naturally inclined to put the team before personal interests and celebrates group achievement over individual performance
• High standards - deliver work product with minimal or no mistakes
• Proactive in determining next steps in a project and recommending a course of action
• Resourcefulness
• Strong organizational skills and detail-orientation
• Expertise in building robust financial models
• Strong research skills, particularly as it relates to conducting industry and company diligence
• Capable of mining and analyzing large amounts of data and distilling into salient conclusions
• Strong project management skills, particularly as it relates to managing third-party workstreams

Necessary Skills and Experience

• Bachelor's degree with high academic achievement
• At least 2 years of investment banking experience
• Expertise in building robust financial models
• Excellent verbal and written communication abilities
• Strong research skills, particularly as it relates to conducting industry and company diligence
• Capable of mining and analyzing large amounts of data and distilling into salient conclusions
• Strong project management skills, particularly as it relates to managing third-party workstreams
• Experience in construction, chemicals, environmental services, or energy is preferred, but not required