Private Equity Investment Associate

Company: Aligned Equity Holdings

Position Title: Associate

Position Location: Los Angeles, CA or Boston, MA (Hybrid in office / work from home)

Reporting to: CIO and Head of M&A, Aligned Equity Holdings

Aligned Equity Holdings (Aligned), an investment holding company, was formed by Building

Industry Partners (BIP) in July 2021. Aligned is BIP’s exclusive go-forward investment vehicle

for opportunistic private equity investment in the US building industry.

Aligned’s holding company structure enables an opportunistic investment focus on the lower

middle market without the timing constraints of a committed capital fund while gaining benefits

of scale, including a more diversified combined business, a more favorable cost of capital, and

ultimately a more strategically capable evergreen company. Aligned has a particular focus on

family-owned businesses in the lower middle-market, where it continues to find compelling

proprietary investment opportunities and can leverage a buy-and-build acquisition strategy to

drive equity value creation. Since it’s July ’21 inception, Aligned has launched four platform

companies (two distribution, one manufacturing, and one install and services) with combined

revenues in excess of $250m. 

Aligned’s ambition is to be a middle-market, sector-focused “Baby Berkshire,” generating world-class PE investment returns (>30% gross IRR) through launching and scaling up to 8 manufacturing, distribution, and services/installation platform companies in the building products and construction services sectors over the next five years.

Position Overview:

The Associate will be a core member of the M&A execution team, responsible for a variety of

transaction- and investment-related activities, including developing complex financial models,

conducting general and technical research, drafting offering and investment memoranda,

conducting due diligence, assisting portfolio company management teams in post-closing

strategic initiatives, and other related activities involved in generating successful investment

outcomes. The role will involve significant interaction with BIP’s partners, investors, lenders and

portfolio company management teams. Prior investment banking, management consulting, or

accounting transaction advisory experience is preferred for the role as significant financial

modeling exposure and valuation skills will be important factors for success.

Responsibilities:

• Conducting business and industry analysis, financial modeling and valuation, creation of

  investment committee memos and investor presentations

• Engaging with Aligned team, intermediaries, sellers and their affiliates to obtain

  necessary information for transaction screening and modeling

• Managing third-party due diligence with attorneys, accountants, consultants, and other

  service providers

• Engage Operating Partners, Investment Partners, Advisors and other team members to

  create and manage 100-day post-closing integration plans

• Monitoring existing portfolio investments, including attendance at quarterly board

  meetings, collaboration with senior management team members, and overseeing

  ongoing strategic initiatives at the portfolio company level

• Continuously improve the transaction process by identifying opportunities to improve

  quality and efficiency, modifying our tools and processes, and training others

Qualifications:

• Bachelor’s degree with strong academic performance from a highly respected institution

  required

• 2-3 years of related experience in investment banking, management consulting,

  accounting transaction advisory, private credit or similar fields

• Exceptional analytical, verbal communication, and business writing skills

• Team player with strong integrity, professionalism, and organizational skills

• Outstanding initiative, maturity, work ethic, and ability to thrive in an unstructured

  environment with significant ambiguity

• Demonstrated project management skills, strong attention to detail and proven ability to

  work effectively in small teams

• Authentic interest in business operations and working with management teams in the

  building products and construction services sectors

• Proficiency in Microsoft Excel, Word, PowerPoint, and similar software

Interested Candidates Please Contact:

Sarah Madden

Vice President, Talent Acquisition

Email: smadden@buildingip.com

Aligned Equity Holdings is an equal opportunity / affirmative action employer, complying with all laws governing employment in each jurisdiction in which operating, and provides equal opportunity to all applicants and employees. All qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, disability, marital or protected veteran status, sexual orientation, gender identity and other status protected by applicable laws.

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