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