Job Location : Anaheim,CA, USA
About the job Private Equity Associate Responsibilities: Deal Sourcing & Evaluation • Identify and evaluate acquisition opportunities in the lower-middle market • Conduct in-depth due diligence, financial modeling, and industry analysis • Assess cultural and operational fit to ensure alignment with our long-term mission Transaction Execution • Support all phases of deal execution: negotiation, structuring, documentation, and closing • Collaborate closely with legal counsel, advisors, and internal stakeholders Post-Investment Engagement • Work side-by-side with portfolio company leadership to drive growth and operational improvements • Support strategic initiatives, performance tracking, and long-term value creation Legacy-Focused Transitions • Build trusted relationships with founders and employees • Ensure smooth, people-first transitions, no layoffs, no relocations, no bureaucracy Cross-Functional Collaboration • Contribute to internal team initiatives including process development, recruiting, and firm strategy • Take ownership beyond your role and grow with the firm Travel • Regular travel to portfolio companies for on-site engagement and support Requirements: Strategic Mindset & Analytical Strength • Strong grasp of financial modeling, business analysis, and investment strategy • Ability to evaluate opportunities holistically financial, operational, and cultural Entrepreneurial Energy • Comfortable operating in ambiguity and wearing multiple hats • Motivated by impact and building sustainable value in the real economy Operational Curiosity • Genuine interest in small business operations, leadership dynamics, and market strategy • Eager to learn what makes businesses thrive from the inside out People-First Perspective • Strong interpersonal skills and emotional intelligence • Respect for legacy, values, and the communities behind each business Clear, Confident Communicator • Excellent verbal and written communication skills • Capable of building trust with owners, operators, and teammates alike Qualifications: • Education: Bachelor's degree in Business, Finance, Economics, Engineering, or related field; MBA or advanced degree is a plus • Experience: 2+ years in private equity, investment banking, management consulting, or hands-on operating roles • Technical Skills: Advanced Excel modeling, due diligence, deal execution, and KPI-driven performance analysis • Preferred Background: Experience in lower-middle-market transactions or industrial sectors strongly preferred Package Details Compensation & Benefits: • Competitive base salary + performance-based bonus • Comprehensive health, dental, vision, and retirement plans • Generous PTO and flexible work arrangements • High-impact, growth-focused role with leadership exposure