M&A Senior Associate/Associate

Responsibilities

• Sourcing deals: Build and maintain a proprietary deal pipeline, targeting businesses that range across core and adjacent verticals.
• Cultivate relationships with business owners, brokers, and intermediaries to drive consistent deal flow.
• Lead due diligence including financial analysis, revenue quality reviews, and QofE and legal coordination.
• Own financial models and valuation analyses that support go/no-go decisions.
• Manage deal timelines and workstreams through close alongside the CEO.
• Support post-close integration, coordinating across the executive team to ensure smooth transitions.
• Lead FP&A across the full platform, partnering closely with the broader finance and admin team.

Requirements

• 2-5+ years of experience in investment banking, private equity, or corporate development
• Hands-on experience across the full deal lifecycle - sourcing, diligence, modeling, and close
• Strong financial modeling skills with advanced Excel proficiency; PowerPoint a plus
• High executive presence with the ability to represent the company credibly to business owners and external partners
• Entrepreneurial mindset with a bias toward action; comfortable with ambiguity and a lean team environment

Qualifications

• Bachelor's degree required

Skills

• Financial modeling
• Due diligence
• Deal execution
• Executive presence
• Relationship building

Benefits

• Direct reporting line
• Apprenticeship with the CEO
• Clear path to CFO
• Equity participation
• Room to grow as the platform scales

Pay

TBD

Schedule

N/A

Benefits

• Equity participation
• Clear path to CFO
• Room to grow as the platform scales

Company Information

Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.

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.