Vice President, Investment Team, North America
Novastone Capital Advisors · Austin, Texas Metropolitan Area · 1 mo ago
RemoteRemoteFinance$15–$80/hrFull-time
Main Responsibilities
- Provide leadership and strategic direction to NCA’s Investment Team; build culture, set objectives, and drive professional development.
- Hire, coach, and mentor investment professionals and searchers; establish consistent standards of excellence and feedback rhythms.
- Own pipeline management, resourcing, and prioritization across multiple concurrent processes.
- Design and continuously improve the end-to-end investment process for lower mid-market acquisitions in the Operator-Led Search model.
- Own valuation frameworks, financial model standards, and deal structuring playbooks; ensure consistency and quality.
- Oversee preparation of Investment Committee materials and present/participate in IC discussions.
- Institutionalize templates for deal memoranda, LOIs, diligence trackers, and 100-day plans.
- Work with and advise searchers on the evaluation, structuring, and execution of M&A transactions.
- Take ultimate ownership of financial models and valuations for potential transactions.
- Oversee and review deal memoranda prepared by searchers prior to investor presentations.
- Review and provide final approval on offer letters and, alongside searchers, negotiate key deal terms with sellers.
- Oversee operator-led commercial due diligence and third-party diligence workstreams.
- Collaborate with searchers to ensure successful execution of transactions.
- Proactively originate opportunities through the NCA searcher network and external intermediaries; maintain senior relationships with brokers, bankers, and advisors.
- Lead negotiations on complex terms (earn-outs, seller notes, R&W insurance, rollover equity) and drive to executable LOIs and SPAs.
- Carefully coordinate legal, tax, and regulatory workstreams, ensuring compliance (including KYC/AML and sanctions where applicable).
- Represent NCA credibly to investors, sellers, advisors, and the broader ETA/search fund ecosystem.
- Contribute thought leadership (events, content, panels) to elevate NCA’s brand.
Must Have
- 5-7 years of relevant experience in private equity, investment banking, or principal investing.
- Experience in search funds or supporting search fund operators.
- Demonstrated success leading and managing remote high-performing CEOs and investment teams.
- Prominent track record of sourcing, structuring, and executing complex M&A transactions.
- Strong expertise in financial modelling, valuation, and deal structuring.
- Exceptional negotiation, relationship management, and leadership skills.
- Entrepreneurial mindset with a focus on driving successful outcomes.
- MBA or equivalent advanced degree.
- Deep familiarity with lower mid-market / SMB buyouts (typical EV $15-80m) and founder-owned businesses.
- Outstanding communication skills with boardroom presence; able to coach upcoming CEOs and present to IC.
- Right to work in North America; ability to travel as required.
- Sit on the board of select portfolio companies as an NCA representative.
Nice to Have
- Established network of relationships with investors, advisors, and intermediaries.
- Experience with cross-border or small/mid-market M&A transactions.
- Track record of mentoring and developing investment professionals.
- Experience leading international teams in a dynamic environment.
- Exposure to the ETA/search ecosystem (accelerators, lenders, R&W providers) and sector theses relevant to NCA.
- CFA charter holder or similar credential.