Private Equity Associate
Location: San Francisco Bay Area
About the Client
Our client is a lower middle market buyout fund focused on technology, software, and tech‑enabled businesses. The firm currently manages $1B in AUM and is actively fundraising, continuing to expand its platform and investment capabilities. They focus on partnering with founder‑led companies across North America.
Investment Focus
The firm targets opportunities across:
- B2B software
- Industrial technology
- Managed solutions
- Technology‑enabled services
Their investment sweet spot includes companies with:
- $10-250 million in revenue
- $1-30 million in EBITDA
- 10-20%+ annual growth rates
Associate Responsibilities
- Full lifecycle investment exposure: sourcing, diligence, execution, and portfolio management
- Work directly with founders and senior leadership of portfolio companies
- Help shape strategic initiatives, M&A, and operational improvements
Ideal Candidate
The ideal candidate has 1-4+ years of investment banking or private equity experience, with strong preference for those who have worked in Tech, TMT, or Software groups or transactions. Candidates should bring strong financial modeling skills, analytical depth, and the ability to evaluate technology‑driven business models. A self‑starter mindset, intellectual curiosity, and comfort working in a lean, entrepreneurial environment are essential.
