Partner Firm information

DESCRIPTION 

Abry Partners is a leading private equity investment firm with a strong focus on media, communications, and business services. Established in 1989, the firm has a track record of successful investments across various sectors, leveraging its deep industry expertise and long-term investment approach. Abry Partners works with high-growth companies to drive value creation through operational improvements, strategic guidance, and growth initiatives. With a robust portfolio and commitment to excellence, Abry continues to be a trusted name in private equity investing.

ASSOCIATE ROLE DETAILS

Associates at Abry Partners spend the majority of their time spent on new investment diligence and portfolio management.  Where sourcing is involved, typically it relates to identifying possible targets of a particular thesis, or assisting existing platforms with add-on acquisitions. There is opportunity for advancement without an MBA. 

Abry hires Associates with backgrounds in:

• M&A, Leveraged Finance, Management Consulting, Industry Coverage

DESCRIPTION 

American Securities, founded as a family office in 1947, expanded its private equity activities to external investors in 1994. The firm emphasizes values-based investing, partnering with strong companies and their management teams to drive growth. With over $27 billion in committed capital across nine flagship funds, the firm has supported 79 investments. It operates in diverse industries globally, with a focus on creating long-term value. Based in New York with an office in Shanghai, American Securities is a leading U.S. private equity firm that invests in market-leading North American companies with annual revenues generally ranging from $200 million to $2 billion. American Securities has approximately $23 billion under management.

ASSOCIATE ROLE DETAILS

Associates at American Securities focus on diligence, deal management, and portfolio management. They welcome their Associates to apply for MBA programs and sponsor top performers to go to business school. There is also a parth to direct promotion to VP for our very best performers.

American Securities hires Associates with backgrounds in:

• M&A, Industry Coverage, Leveraged Finance

DESCRIPTION 

Apollo is a high-growth, global alternative asset manager. In their asset management business, they seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, their investing expertise across their fully integrated platform has served the financial return needs of their clients and provided businesses with innovative capital solutions for growth. Through Athene, their retirement services business, they specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. With an AUM valuation of over $512B, their patient, creative, and knowledgeable approach to investing aligns their clients, businesses we invest in, their employees, and the communities they impact, to expand opportunity and achieve positive outcomes.

ASSOCIATE ROLE DETAILS

The associate role at Apollo follows an apprenticeship model and is very hands on from the start. We have very lean deal teams (1 associate, 1 principal, and 1 partner) so the associate is expected to be proactive in driving the process forward. Our PE associates are all generalists so they get to work on a variety of deals across different industries. Associates build models and get into the technical aspects of the job but are also encouraged to voice their opinions and bring new ideas to the table.  Associates are not expected to get an MBA and there is opportunity for advancement without one.

Apollo hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Ares Management is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of March 31, 2024, Ares Management Corporation's global platform had approximately $428 billion of assets under management with approximately 2,900 employees operating across North America, Europe, Asia Pacific and the Middle East.

ASSOCIATE ROLE DETAILS

Associates at Ares are focused on performing detailed financial and market analyses that form the basis for decisions on new debt and/or equity investments of the firm. Associates are not required to pursue an MBA.

DESCRIPTION 

Aurora Capital Partners works together with successful management teams to build market-leading companies through investments in growth initiatives, strategic positioning and add-on acquisitions. Complementing the experience of their investment professionals, Aurora's Executive Board and Executive Network provide a tremendous depth of resources to our companies. Along with management, their team identifies and supports key strategic and operational priorities. Aurora targets premium companies with defensible market positions, targeting businesses values between $100-500 million. With $5B AUM, they invest across three sectors: Business Services & Distribution, Engineered Products, and Software & Data-enabled Services. 

ASSOCIATE ROLE DETAILS

Associates at Aurora are focused on screening new investment opportunities.

Aurora hires Associates with backgrounds in:

• M&A, Leveraged Finance, Management Consulting, and Industry Coverage

DESCRIPTION 

Bain Capital is one of the world’s leading private investment firms with approximately $185 billion of assets under management that creates lasting impact for our investors, teams, businesses, and the communities in which we live. Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. 

ASSOCIATE ROLE DETAILS

Associates at Bain are focused on preparing various complex excel financial models including cash flow analysis, debt sizing and structuring. Many Associates at Bain opt to pursue an MBA as a path to advancement, but alternate paths do exist (e.g., direct promote to VP, movement across funds or regions). The prevalence of Associates pursuing an MBA varies business unit to business unit and region to region.

Bain hires Associates with backgrounds in:

• DCM, ECM , Equity Research, Industry Coverage, Leveraged Finance, M&A, Management Consulting

DESCRIPTION 

Founded in Boston in 1982 by Seth Klarman (who remains at the helm today), The Baupost Group is one of the largest long-only hedge funds in the world. The firm’s investment philosophy emphasizes patience, deep research, and maintaining a margin of safety, a strategy that has delivered an impressive annual average return of 15% over four decades. The firm is Boston-based with a long-term, value-oriented, multi-strategy approach to investing. In 1982, Baupost was formed by its four founding families to thoughtfully invest, protect, and compound their wealth over multiple generations. Today, while the firm has grown and evolved, these objectives remain at the core of their approach as they serve the interests of our clients — families, foundations, endowments, and other like-minded institutions.   With $25B AUM and a broad and flexible mandate, they invest across a wide range of asset classes, including publicly traded debt and equity securities, private credit, private equity, and real estate investments. 

ASSOCIATE ROLE DETAILS

Associates at Baupost are focused on research, diligence, analytics, modeling, and  development of investment ideas. Associates are not required to pursue an MBA.

Baupost hires Associates with backgrounds in:

• DCM, ECM, Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

BDT & MSD Partners is an American merchant bank that is co-headquartered in Chicago and New York City. The firm has both an advisory platform and an investment platform. They are distinguished by their decades of experience advising at the intersection of founders, families, and businesses, as well as by their differentiated capital base and culture of aligned investing. As of January 2025, BDT & MSD manage an excess of $50 Billion in AUM. 

ASSOCIATE ROLE DETAILS

Associates at BDT&MSD are focused on pre-deal diligence including preparing investment committee memos. There is no MBA requirement to be promoted to VP.

BDT hires Associates with backgrounds in:

• Industry Coverage, M&A, and Leveraged Finance

DESCRIPTION 

Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity. The firm's private equity team invests in well-positioned, growing companies across business & consumer services, healthcare, industrials, and technology & communications. Berkshire has $16B AUM and is currently investing from its Fund XI, which held its final closing in 2024 with approximately $7.8 billion in commitments. Since inception, Berkshire Partners has made more than 150 private equity investments and has a strong history of collaborating with management teams to grow the companies in which it invests.

ASSOCIATE ROLE DETAILS

Associates at Berkshire are focused on analyzing investment performance including maintaining and updating investment valuations and financial models as well as keeping track of relevant current market activities.

Berkshire hires Associates with backgrounds in:

• M&A, managment consulting

DESCRIPTION 

Blackstone is the world’s largest alternative asset manager. They seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. With more than $1.1 trillion in assets under management their global investment strategies are focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds.

ASSOCIATE ROLE DETAILS

Associates at Blackstone are focused on preparing quarterly portfolio reports summarizing changes in performance and updating forecasts.

Blackstone hires Associates with backgrounds in:

• M&A, Management Consulting, Leveraged Finance, Industry Coverage

DESCRIPTION 

Bregal Sagemount is a growth-focused private capital firm with over $7.5 billion in committed capital. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $15 million to $400 million per transaction into targeted sectors including software, digital infrastructure, healthcare IT / services, business and consumer services, and financial technology / specialty finance. They describe themselves as having, "a high velocity culture where everyone works hard but does not take themselves too seriously. Our organization is flat and rewards creativity, intellectual curiosity, analytical rigor, and dedication to problem solving. Our entire firm has the opportunity to opine on investments and Associate input is critical our investment decisioning."

ASSOCIATE ROLE DETAILS

Associates at Bregal Sagemount support pre-close diligence and assist in investment closings as well. No MBA is required for promotion to post-MBA roles.

Bregal Sagemount hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Brightwood Capital

DESCRIPTION 

Brookfield is a leading global investment firm that invests on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth. Their origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. They put their own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests. 

ASSOCIATE ROLE DETAILS

Associates at Brookfield meet with management teams and sponsors when assessing new investment opportunities and monitor the existing portfolio. Associates are not required to pursue an MBA.

Brookfield hires Associates with backgrounds in:

• M&A, Industry Coverage, and Leveraged Finance

Canyon Partners

DESCRIPTION 

Carlyle is a global investment firm with $425 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of March 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. 

ASSOCIATE ROLE DETAILS

Associates at Carlyle support pre-close diligence and post-close portfolio monitoring responsibilities. Additional duties include providing direct support as deemed necessary by senior management

Carlyle hires Associates with backgrounds in:

• DCM, Equity Research, Industry Coverage, ECM, Leveraged Finance, M&A, Other

DESCRIPTION 

Founded in 1978, Clayton, Dubilier & Rice (CD&R) is an investment firm with an investment strategy predicated on building stronger, more profitable businesses. They work collaboratively with corporate and family business sellers on transactions to maximize value. They believe many corporations, CEOs and entrepreneurs select CD&R as their partner because of CD&R's reputation for trustworthiness and operational leadership. They practice investing as a craft, relying on a dedicated and cohesive team with a shared sense of purpose and values. With $57B AUM, their investment approach blends skilled investment judgment with extensive experience driving growth and operating excellence. 

ASSOCIATE ROLE DETAILS

Associates at CD&R do very minimal sourcing. The Associates' role is mainly diligence and portfolio company management. Associates are not expected to get an MBA after the program and there is an opportunity for advancement without an MBA.

CD&R hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A, Management Consulting

DESCRIPTION 

Centerbridge Partners, L.P. is a global alternative investment firm founded in 2005 on the complementary relationship between Private Equity, Private Credit and Real Estate with over $40 billion in capital under management. Centerbridge employs a One Team approach that offers us the capability to pivot across strategies, sectors and market cycles and capitalize on investment opportunities. Centerbridge is committed to delivering enduring value to all of our stakeholders by investing in diverse and inclusive teams, fostering safe workplaces, and supporting the communities in which we work. Through the Centerbridge Foundation, we support organizations that are strengthening communities by building pathways to education and employment opportunities. 

ASSOCIATE ROLE DETAILS

Associates at Centerbridge assist in the identification, assessment, execution, and monitoring of investments.  There is no expectation for Associates to pursure an MBA.

Centerbridge hires Associates with backgrounds in:

• M&A, Management Consulting, Industry Coverage, Leveraged Finance

DESCRIPTION 

Based in Boston and New York, Charlesbank Capital Partners is a middle-market private investment firm with approximately $19 billion in AUM as of 9/30/2024. Charlesbank focuses on management-led buyouts and growth capital financings, as well as opportunistic credit and technology investments. The firm seeks to build companies with sustainable competitive advantage and excellent prospects for growth.

DESCRIPTION 

Founded in 2006, Clearlake Capital Group, L.P. is an investment firm operating integrated businesses across private equity, credit and other related strategies. With a sector-focused approach, the firm seeks to partner with experienced management teams by providing patient, long term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach, O.P.S.® The firm’s core target sectors are technology, industrials, and consumer. Clearlake currently has over $90 billion of assets under management, and its senior investment principals have led or co-led over 300 investments. The firm is headquartered in Santa Monica, CA with affiliates in Dallas, TX, London, UK, Dublin, Ireland and Singapore. 

ASSOCIATE ROLE DETAILS

Clearlake hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A, Management Consulting

DESCRIPTION 

Founded in 2004, Crestview is a value-oriented private equity firm focused on the middle market. The firm is based in New York and manages funds with over $9 billion of aggregate capital commitments and over $10B assets under management. The firm is led by a group of partners who have complementary experience and distinguished backgrounds in private equity, finance, operations and management. Crestview has senior investment professionals focused on sourcing and managing investments in each of the specialty areas of the firm: media, industrials and financial services.

ASSOCIATE ROLE DETAILS

Crestview's Associate program offers a very balanced experience in that Associates are generalists and cover all industries, they invest up and down the capital structure so they see traditional LBOs but also unique structures. As a value-oriented firm, deal teams are hands on in our portfolio management so Associates get exposure to operations. As a result, it is great as a foundation for an Associate's career given the broad range of experiences and the team's big belief in internal promotion.

Crestview hires Associates with backgrounds in:

• ECM, Industry Coverage, Leveraged Finance, M&A, Equity Research

DESCRIPTION 

CVC Secondary Partners (formerly Glendower Capital) is a private equity strategy focused on secondary private markets globally. Established in 2017 as a spin-off from a leading banking institution, the firm currently manages AUM of €14 billion across funds backed by leading institutional and private investors worldwide.  Since 2022, CVC Secondary Partners has been part of leading global private markets manager CVC, having entered into a merger and strategic partnership to enhance combined capabilities and accelerate the development of its platforms. CVC is headquartered in London with offices in New York.

ASSOCIATE ROLE DETAILS

While it differs somewhat from team to team, the Investment Executive role is primarily focused on diligence and portfolio management. Within both of those areas, the Investment Executive role is quite expansive given the lean nature of deal teams (e.g., participation in / leadership of multiple workstreams, including managing external consultants). With time, Investment Executives participate in thesis generation / sourcing as well. Within certain teams (e.g., the Tech team, which also invests the Growth Fund), the sourcing component is more meaningful from Day 1. There are advancement opportunities without MBA.

CVC hires Associates with backgrounds in:

• Industry Coverage, M&A, Management Consulting

DESCRIPTION 

Davidson Kempner Capital Management LP is a global investment management firm. Founded in 1983, Davidson Kempner is headquartered in New York and has offices in Philadelphia, London, Dublin, Hong Kong, Shenzhen, and Mumbai. Our Firm invests globally and opportunistically across the capital structure, in a variety of credit and equity strategies as well as real assets. We apply our multi-dimensional, research-driven investment process to evaluate and execute a diverse range of transactions across asset classes, geographies, and market cycles. We target complex, global situations where our experience and expertise can unlock value.

ASSOCIATE ROLE DETAILS

Associates are a part of very lean deal teams with access to both private equity and hedge fund vehicles to invest across the capital structure in public / private market opportunities. Associates support in underwriting, diligence, portfolio management, transaction / trade execution, asset management, investment recommendations, sourcing, investment / industry research. 

Davidson Kempner hires Associates with backgrounds in:

• DCM, ECM, Equity Research, Industry Coverage, Leveraged Finance, M&A, Management Consulting, Other

DESCRIPTION 

Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Since its launch over 20 years ago, Francisco Partners has invested in over 400 technology companies, making it one of the most active and longstanding investors in the technology industry. With approximately $45 billion in capital raised to date, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. 

DESCRIPTION 

Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $49 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading businesses. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.

ASSOCIATE ROLE DETAILS

Associates are actively involved in all stages of the investment process from start to finish, and work across all of Genstar’s industry verticals. Our lean deal teams typically consist of one managing director, one principal/VP, and one Associate. Our portfolio companies are very active in add‐on M&A, offering immediate deal exposure to Associates picking up portfolio coverage from day one. Our Associates have extensive interaction with Genstar senior leadership and Strategic Advisory Board executives, portfolio company management teams, and Genstar’s limited partners. 

Genstar Associates typically take one of 2 paths after their 2 (or 3) years with Genstar. Many choose to pursue their MBA, while some form deep relationships with a specific portfolio company management team and work with that company in an operating role for a couple of years. Genstar views both paths as providing incredibly valuable experience, networks, and growth opportunities. Either path has the opportunity to result in being invited to return to Genstar as a Vice President. 1/3 of Genstar’s senior investment team members originally joined Genstar as an Associate.

Genstar hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Global Infrastructure Partners (GIP) is a leading infrastructure investor that specializes in investing in, owning and operating some of the largest and most complex assets across the energy, transport, digital infrastructure and water and waste management sectors. With decarbonization central to their investment thesis, they are well positioned to support the global energy transition. Headquartered in New York, GIP has offices in Brisbane, Dallas, Delhi, Hong Kong, London, Melbourne, Mumbai, Singapore, Stamford and Sydney.

GIP has approximately $103 billion in assets under management. Their portfolio companies have combined annual revenues of approximately $75 billion and employ over 115,000 people. They believe that our focus on real infrastructure assets, combined with their deep proprietary origination network and comprehensive operational expertise, enables them to be responsible stewards of their investors' capital and to create positive economic impact for communities.

ASSOCIATE ROLE DETAILS

Associates at GIP help support new platform investments, add-on investments, divestitures and related financings, due diligence efforts, providing assistance to portfolio companies, etc. Associates have the opportunity to advance without pursuing an MBA.

GIP hires Associates with backgrounds in:

• Industry Coverage, M&A, Other

DESCRIPTION 

Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $20 billion in cumulative committed capital. The principals of Golden Gate Capital have a long and successful history of investing across a wide range of industries and transaction types, including going-privates, corporate divestitures, and recapitalizations, as well as debt and public equity investments.

ASSOCIATE ROLE DETAILS

Associates at Golden Gate Capital mostly focus on diligence and portfolio management. There is a sponsored MBA path for top performers as well as advancement through promotion to senior Associate.

Golden Gate hires Associates with backgrounds in:

• Management Consulting, Industry Coverage

DESCRIPTION 

Founded in 1981, Harvest Partners, LP is an established private equity investment firm with over 40 years of experience investing in middle-market companies and partnering with high-quality management teams to acquire and build growing businesses.

DESCRIPTION 

HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of September 2024. HPS has approximately 250 investment professionals and over 760 total employees, and has fourteen offices globally.

ASSOCIATE ROLE DETAILS

HPS hires Associates with backgrounds in:

• Leveraged Finance, M&A

DESCRIPTION 

KKR is a leading global investment firm that offers alternative asset management capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit, and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life, and reinsurance products under the management of The Global Atlantic Financial Group. KKR has approximately $601 billion of AUM and 650+ investment professionals working across 20 industries in 26 cities around the world. 

DESCRIPTION 

Kohlberg & Company is a leading U.S. middle market private equity firm based in Mount Kisco, New York with approximately $15 billion in assets under management. Since 1987, Kohlberg has completed 95 platform investments and over 289 add-on acquisitions, with an aggregate transaction value in excess of $46 billion. The Firm invests in leading middle market businesses in targeted industry sectors identified through a thesis-driven strategy.

ASSOCIATE ROLE DETAILS

Associates will work closely with Kohlberg’s investment teams, gaining exposure to all aspects of the private equity industry. Associates will play a critical role in Kohlberg’s White Paper effort, prospective company analysis, and support of current portfolio companies.    

White Paper Development:

• Synthesize industry research into a clear and viable investment thesis.

• Identify target companies that fit within the White Paper thesis.

Investment Evaluation:

• Support due diligence, financial projections, modeling, and market analysis.

• Partner with third party advisors to further research and perspective.

• Present diligence findings to the deal team and Investment Committee.

Portfolio Monitoring and Governance:

• Support add-on acquisitions, strategic plan development, analysis of business trends, recruitment of key portfolio executives and potential exit options.

Kohlberg hires Associates with backgrounds in:

• Industry Coverage, M&A, Leveraged Finance, Management Consulting

DESCRIPTION 

L Catterton is a market-leading consumer-focused investment firm, managing approximately $34 billion of equity capital and three multi-product platforms: private equity, credit, and real estate. Leveraging deep category insight, operational excellence, and a broad network of strategic relationships, L Catterton's team of more than 200 investment and operating professionals across 17 offices partners with management teams to drive differentiated value creation across its portfolio. Founded in 1989, the firm has made over 250 investments in some of the world's most iconic consumer brands. 

ASSOCIATE ROLE DETAILS

Associate roles at L Catterton vary depending on experience, but Associates will split time between portfolio management and new deal (diligence, modeling, etc) work. L Catterton is supportive of Associates pursuing MBAs but they also have a direct promote path to VP.

L Catterton hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Leonard Green & Partners, L.P. ("LGP") is a leading private equity investment firm founded in 1989 and based in Los Angeles, with approximately $70 billion of assets under management as of December 31, 2022. LGP partners with experienced management teams and often with founders to invest in market-leading companies. LGP primarily focuses on companies providing services, including consumer, healthcare, and business services, as well as distribution and industrials.

ASSOCIATE ROLE DETAILS

Associates participate in every aspect of the diligence process, with an emphasis on detailed, bottoms-up diligence. The role also includes reasonable portfolio management responsibilities. There is a highly transparent and open investment committee process with Associate participation.

LGP hires Associates with backgrounds in:

• M&A, Leveraged Finance, Industry Coverage

DESCRIPTION 

Over 30 years ago, Lexington helped develop the institutional secondary market with the innovative goal of providing liquidity to private equity investors. In 1998, we created one of the first discretionary co-investment programs. Today, with $55B AUM Lexington Partners remains one of the world’s largest and most trusted managers of secondary and co-investment private equity funds.

ASSOCIATE ROLE DETAILS

Associates at Lexington Partners focus on financial modeling, diligence, presentation materials, etc.

Lexington Partners hires Associates with backgrounds in:

• M&A, leveraged finance, management consulting, industry coverage

DESCRIPTION 

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, their firm's employees serve clients worldwide including corporations, governments, institutions and individuals. 

Their private equity teams invest in segments of the market that, in their view, are generally underserved by other providers of private capital. They invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of their limited partners. They seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.

DESCRIPTION 

Norwest Equity Partners (NEP), a Norwest Capital strategy, champions good businesses with a goal of achieving enduring success. NEP seeks to invest in growing and profitable middle-market companies primarily across the business services, consumer products and services, and industrial growth sectors. With $2.7B AUM, they help create opportunities and long-term value by finding and fueling what’s working in successful companies to help build them into industry leaders.

ASSOCIATE ROLE DETAILS

Associates at NEP are focused on deal execution and working with portfolio companies is the primary role for an Associate at NEP.  No time is required on sourcing.  Our Associates are empowered to work directly with management teams and be included on all aspects of a deal execution process. NEP will advance strong performers without requiring them to get an MBA if the capabilities of the individual aligns with the firm's needs.

NEP hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A, Management Consulting, Other

DESCRIPTION 

Odyssey Investment Partners is a leading private equity investment firm with more than a 25-year history of partnering with skilled managers and using its buy, build and integrate approach to transform middle-market companies into more efficient and diversified businesses with strong growth profiles. Odyssey has $3.2B in capital commitments and makes majority-controlled investments in industrial and business services sectors with a long-term positive outlook and favorable secular trends.

ASSOCIATE ROLE DETAILS

Associates at Odyssey are involved in all aspects of their investment process including (i) macro thematic research to uncover new investment theses; (ii) identifying and performing diligence on a new platform investment; (iii) working with our management team partners to set a strategy and execute against that strategy to create value (in most instances includes a significant volume of add-on acquisitions in addition to various organic growth initiatives) (iv) and working on the sale of an existing investment. Sourcing is not an expected activity of an associate; however, they would not discourage anyone from demonstrating initiative to bring an attractive investment opportunity to the table.

The primary role of the associate at Odyssey is to perform analyses to support the diligence and execution of both platform and add-on acquisition opportunities for our portfolio companies. They employ a buy and build investment strategy with every single one of their investments, which provides ample opportunities for junior investment staff to get significant deal reps and take on real responsibility. Additionally, associates are active participants at the board level at each of their portfolio companies to learn the partnership approach we take with management teams to realize successful outcomes.

Odyssey hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Since its founding in 1997, Palladium has invested in more than 220 companies (41 platforms and more than 180 add-ons). With over $3 billion in AUM, the firm focuses primarily on buyout equity investments in the range of $50 million to $150 million. Palladium seeks to acquire and grow companies in partnership with founders and experienced management teams by providing capital and strategic guidance. The partners of the firm have meaningful experience in consumer, services, industrials, and healthcare businesses, with a special focus on companies they believe will benefit from the growth in the U.S. Hispanic population.

ASSOCIATE ROLE DETAILS

Associates are integral members of the team and will be responsible for assisting senior investment professionals with screening new investment opportunities, performing quantitative and qualitative analysis, and managing portfolio companies. Associates will also have the opportunity to work closely with the senior management of the firm's portfolio companies.

Specific functions of the Associate may include:

• Taking a lead role in processing new investment opportunities, ranging from market assessment, to competitive positioning, to initial underwriting and deal structuring

• Performing business due diligence on active deals, risk underwriting, and interacting with external advisors

• Preparation of memoranda and presentations for Palladium’s investment committee

• Building robust, flexible financial models to support deal underwriting and deal structuring efforts

• Performing ad-hoc analysis to support transaction negotiations; Ideating, researching, and presenting one or more top-down investment themes for Palladium to pursue

• Providing hands-on support to portfolio companies and contributing to their success

• Supporting debt and equity fundraising processes.

Palladium hires Associates with backgrounds in:

• Leveraged Finance, M&A, Management Consulting

DESCRIPTION 

Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985, the firm advises funds across two core asset classes, private equity and credit, with total committed capital of approximately €80bn. The Permira private equity funds make both long-term majority (Buyout) and minority (Growth Equity) investments in five key sectors: Technology, Consumer, Healthcare, Services and Climate.

The Permira credit funds support businesses with flexible financing solutions across Direct Lending, Strategic Opportunities, CLO Management and Structured Credit. Established in 2007, the firm advises investment funds and products which have provided approximately €20 billion of debt capital to over 300 businesses. 

ASSOCIATE ROLE DETAILS

The associate role at Permira is multi-faceted covering a range of responsibilities:

1.Idea Generation: Identify new investment opportunities and develop preliminary hypotheses through research, expert networks and external advisory

2.Deal Execution: Lead commercial workstreams (market sizing, customer advocacy, competitive benchmarking), data & analytics, financial modeling and oversee external advisors

3.Portfolio management: Active engagement with management teams through board meetings and support on strategic initiatives

Permira hires Associates with backgrounds in:

• M&A, Industry Coverage, Management Consulting, Leveraged Finance, ECM, DCM

DESCRIPTION 

Reverence Capital Partners was founded in 2013, by Milton Berlinski, Peter Aberg and Alex Chulack, after distinguished careers advising and investing in a broad array of financial services businesses.  The Founders collectively bring over 100 years of advisory and investing experience across a wide range of financial services sectors including asset management, banks and specialty finance, capital markets, financial technology and insurance.  In addition to this, the Founders bring long-lasting relationships with a broad universe of leading financial services companies across our sectors of focus.

With over $13B AUM, they are financial services specialists and employ an integrated approach across disciplines – from Financial Services Private Equity to Structured Credit – to find the most attractive opportunities for our investors through cycles. 

ASSOCIATE ROLE DETAILS

Majority of an Associate's time is spent on diligence and execution. Additionally, Associates do some allocation on portfolio management. Sourcing is important but a lesser time allocation on a daily basis.

Reverence hires Associates with backgrounds in:

• M&A, Management Consulting, Industry Coverage

DESCRIPTION 

Silver Lake is a global technology investment firm, with more than $103 billion in combined assets under management and committed capital and a team of professionals based in North America, Europe and Asia. Silver Lake’s portfolio companies collectively generate nearly $248 billion of revenue annually and employ approximately 444,000 people globally.

ASSOCIATE ROLE DETAILS

Associates at Silver Lake execute  diligence, financial modeling, portfolio company engagement etc. Direct promotion from Associate to VP is possible.

Silver Lake hires Associates with backgrounds in:

• Industry Coverage, Leveraged Finance, M&A

DESCRIPTION 

Sixth Street is a global investment firm managing over $75 billion in assets with a focus on cross-platform collaboration. It operates through diversified investment platforms, including TAO, Growth, Direct Lending, and others. The Asset-Based Finance division specializes in asset and platform investing across various finance markets, such as mortgages, renewables, and infrastructure. This division plays a crucial role in Sixth Street's strategic capital partnerships and solutions, working closely with the firm's Insurance platform, including Talcott Financial Group.

ASSOCIATE ROLE DETAILS

Associates at Sixth Street analyze themes and identify investment opportunities across industries and capital structures. They conduct detailed quantitative and qualitative analysis, with a focus on risk and return, in order to underwrite potential investments across a wide variety of industries, asset types and investment strategies. Associates perform detailed financial modeling of potential investments and lead due diligence efforts. They analyze financial statements, financing terms, covenants, legal/bankruptcy documents, restructuring plans, capital/corporate structures, industry trends, market technicals and other items. They work effectively with a variety of counterparties including attorneys, brokers, bankers, and consultants as required to evaluate, source, negotiate, and/or structure investment transactions. Additionally, Associates manage portfolio investments 

Sixth Street hires Associates with backgrounds in:

• M&A, Leveraged Finance, Industry Coverage, Other

DESCRIPTION 

Stonepeak is a leading alternative investment firm specializing in infrastructure and real assets with approximately $72 billion of assets under management. Through its investment in defensive, hard-asset businesses globally, Stonepeak aims to create value for its investors and portfolio companies, with a focus on downside protection and strong risk-adjusted returns. Stonepeak, as sponsor of private equity and credit investment vehicles, provides capital, operational support, and committed partnership to grow investments in its target sectors, which include digital infrastructure, energy and energy transition, transport and logistics, and real estate. Stonepeak is headquartered in New York with offices in Houston, London, Hong Kong, Seoul, Singapore, Sydney, Tokyo, and Abu Dhabi. 

ASSOCIATE ROLE DETAILS

Stonepeak offers a career-track Associate program. Pending performance, the program is 2 years as an Associate with a potential 3rd year as a Senior Associate before consideration for VP promotion. Associates will benefit from a generalist approach in their first year, focusing on two sectors before naturally progressing to focus on one sector as they gain experience. The Associate role at Stonepeak is focused on diligence, owning supporting materials, and portfolio management. Associates will gain valuable exposure across all levels at the firm and often present their own work in Review & Investment Committees.

Stonepeak hires Associates with backgrounds in:

• Industry Coverage, M&A, Leveraged Finance

DESCRIPTION 

Summit Partners is a leading growth-focused alternative investment firm. With more than 225 professionals operating across five offices, Summit is powered by an exceptional team with deep domain expertise in our target sectors: technology, healthcare & life sciences, and growth products & services.  

ASSOCIATE ROLE DETAILS

Summit aim to keep our teams small and agile, ensuring that all team members are able to play an integral role in the team’s success.

Specific responsibilities include:

• Leading Summit Partners' effort to identify attractive industry sectors and specific companies for investment

• Attending trade shows and conferences and reviewing industry publications to contribute to Summit Partners' proprietary database of private companies

• Speaking with over 1,000 entrepreneurs each year to source new portfolio companies

• Conducting due diligence and quantitative analysis

• Helping manage portfolio company relationships (secondary)

Summit hires Associates with 2-3 years of professional experience (typically with investment banking or consulting backgrounds, although we are open to other types of professional experience). Successful candidates will have a proven track record of leadership skills, outstanding academic (typically a GPA of 3.6+), and/or professional achievements and extra-curricular and/or community engagement. Their strongest candidates are passionate and hardworking while maintaining a positive attitude and sense of humor. The Associate role requires highly motivated and self-driven individuals who exhibit high attention to detail. They should have strong analytical and communication skills and must be able to think quickly and thrive in a fast-paced environment. They value diversity in all forms and work to create an inclusive and open culture where the best ideas win.

Summit hires Associates with backgrounds in:

• M&A, Industry Coverage, Leveraged Finance, DCM

DESCRIPTION 

TA Associates is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, they have invested in more than 560 companies across our five target industries – technology, healthcare, financial services, consumer and business services. Leveraging our deep industry expertise and strategic resources, they collaborate with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. 

ASSOCIATE ROLE DETAILS

TA's Associate program is a 3 year program - 2 years as an Associate and the 3rd year as a Senior Associate. High performing Associates are asked to return post MBA or progress directly as deal sponsors/VPs on Partner track. Associates join a specific office and industry group and often become an “expert” in specific sub-categories within their industry vertical.  TA pioneered the unique sourcing model that we use today, with Associates being typically the first contact with CEOs/Founders when sourcing/originating deals and M&A activity.  Sourcing / Origination work makes up about 40 - 50% of Associates time. They identify, contact and market TA to great companies, monitor strong companies and check in with relevant calls/emails, create market maps/assemble deep dives for interesting industries and network/read to know what's happening in a particular space.  Associates are also involved with Deal Conversion / Execution (about 40 - 50% of their time) which involves IC presentations/operating metrics analyses, deal modeling, bank financing, and portfolio company work.  The other 5 - 10% of time is spent on internal responsibilities including recruiting, training and other firm initiatives.  Associates are highly involved in all aspects of deal work and portfolio management.  TA has a unique compensation program for our associates which rewards for outstanding effort and performance both individually and as a collective group.

TA hires Associates with backgrounds in:

• Management Consulting, Industry Coverage, M&A

DESCRIPTION 

Founded in 1982, TJC LP, formerly known as The Jordan Company, is a New York-based private investment firm that specializes in buying and building businesses in partnership with management. Their transactions provide liquidity for owners, raise capital for corporate growth and create significant equity opportunities for key management. They are long-term investors who seek to build value over time.

ASSOCIATE ROLE DETAILS

Associates at TJC are exposed to all parts of our investment process. They generally split their time between portfolio companies and new deals, and they also get involved in different aspects of our firm (ESG, etc.). Associates have the opportunity to either work across our four industry verticals or focus on specific areas of interest. We generally only have one associate on each deal so they get exposure to everything we do.

TJC hires Associates with backgrounds in:

• M&A, Industry Coverage, Leveraged Finance

DESCRIPTION 

Thoma Bravo is one of the largest software-focused investors in the world, with over US$166 billion in assets under management as of September 30, 2024. Through its private equity, growth equity and credit strategies, the firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Leveraging Thoma Bravo's deep sector knowledge and strategic and operational expertise, the firm collaborates with its portfolio companies to implement operating best practices and drive growth initiatives. Over the past 20+ years, the firm has acquired or invested in more than 500 companies representing approximately US$265 billion in enterprise value (including control and non-control investments). The firm has offices in Chicago, Dallas, London, Miami, New York and San Francisco. 

ASSOCIATE ROLE DETAILS

Associates at TB foused on sourcing and modeling. Pursuing an MBA is not required to get promoted from within but they also enocurage business school.

Thoma Bravo hires Associates with backgrounds in:

• M&A, Leveraged Finance, DCM, ECM, Industry Coverage

DESCRIPTION 

THL Partners is a Boston-based private equity firm investing in middle-market growth companies in three industry groups: Financial Technology & Services, Healthcare, and Technology & Business Solutions. We partner with management teams to build great companies of lasting value and strive to generate superior returns for our investors. Since 1974, we have raised more than $36 billion of equity capital, invested in over 170 companies and completed more than 675 add-on acquisitions representing an aggregate enterprise value at acquisition of over $260 billion.

ASSOCIATE ROLE DETAILS

Associates at THL get a well rounded experience in investing and management through evaluating new deals, assisting portfolio companies with strategic initiatives, and building out sector expertise. They provide support for our Associates' longer-term career paths, through mentorship starting Day 1.  Throughout the Associate experience, they have regular check-ins to discuss an Associate's interests and goals, and to look for opportunities to support Associates in that regard. They support a broad range of pathways whether that be obtaining an MBA, looking to continue straight through on an investing path (whether at THL or elsewhere), or exploring other opportunities. As a couple of examples, they have formalized our Senior Associate program to help provide a pathway for high performing individuals who have a longer-term interest in investing.  They also provide substantial support for those interested in going to business school, ranging from GMAT classes to individual consulting to provide support on the application process.

THL hires Associates with backgrounds in:

• M&A, Management Consulting, Industry Coverage, Leveraged Finance

DESCRIPTION 

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $229 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. 

ASSOCIATE ROLE DETAILS

Associates at TPG have several responsibilities including:

• Assess and execute various investments in public and private companies and structured financial instruments

• Conduct and collect research on complex issues and use big picture understanding to prioritize workflow

• Demonstrate sophisticated modeling capabilities and consistently create minimal to zero-defect models

• Originate creative and insightful analyses and articulate key implications and take-aways

• Perform quantitative and qualitative analyses including detailed valuation and financial modeling

• Assist in conducting all aspects of due diligence, including financial, legal, tax, accounting, strategic, and deal structuring issues

• Present research and write quality investment memos requiring minimal revisions

• Articulate and comfortable speaking within larger group forums; able to lead discussions in external meetings and has well thought out points of view which often influence thinking of teams

• Conduct financial economics research by reviewing relevant and statistical data, anecdotes, and illustrations for various investment topics, themes, case studies and industries

• Negotiate and interface with potential debt financing sources and equity partners

• Assist in monitoring current investments, interacting with the senior management of portfolio companies, and assisting in the evaluation of strategic development, operational and financial alternatives, add-on acquisitions, planning and budgeting processes

• Invest in training junior Associates and helping peers develop technical skillsets and understanding of deal related processes

DESCRIPTION 

Warburg Pincus LLC is the pioneer of global growth investing. A private partnership since 1966, the firm has the flexibility and experience to focus on helping investors and management teams achieve enduring success across market cycles. Today, the firm has more than $87 billion in assets under management, and more than 220 companies in their active portfolio, diversified across stages, sectors, and geographies. Warburg Pincus has invested in more than 1,000 companies across its private equity, real estate, and capital solutions strategies. 

ASSOCIATE ROLE DETAILS

The Associate program is designed to train and develop people into fulsome investors. Associates work closely with senior members of the investment team, supporting them in all aspects of capital investment and portfolio management.  Over time, Associates will have the opportunity to participate in every stage of the investment cycle, from prospecting for new opportunities, through due diligence and deal closing, and ultimately being on the team managing the portfolio company until its sale. The Associate role primarily focuses on executing diligence, performing industry research, developing transaction structures, preparing valuation analyses, finalizing legal documents, managing internal communications and assisting with portfolio management. Each Associate is assigned to an industry sector where they can specialize and build the foundation for becoming an expert in that area. Successful candidates will join the firm’s New York or San Francisco office as an Associate in August 2023.

Responsibilities include, but are not limited to:

• Conducting in-depth competitor and industry research.

Executing business due diligence and formulating investment recommendations.

• Creating investment summaries and preparing financial models for potential investments.

• Assisting with the management of third-party advisors including business consultants, lawyers, and tax advisors.

• Aiding in structuring, drafting, and negotiating equity investment and debt financing terms and transaction documentation.

• Monitoring and supporting portfolio companies by assisting with strategic planning efforts, capital structure optimization, M&A, and special projects.

• Handling major aspects of client liaison involved in closing investment transactions.

Warburg Pincus hires Associates with backgrounds in:

• M&A, Leveraged Finance, Industry Coverage, Management Consulting

DESCRIPTION 

WCAS is a leading U.S. private equity firm focused on two target industries: technology and healthcare. Since its founding in 1979, the firm's strategy has been to partner with outstanding management teams and build value for its investors through a combination of operational improvements, growth initiatives and strategic acquisitions. WCAS has deep experience in acquiring founder-led businesses and corporate carve-outs. The firm has raised and managed funds totaling over $31 billion of committed capital.

ASSOCIATE ROLE DETAILS

Associate responsibilities at WCAS largely consists of i) deal execution (diligence, modeling, working with third-party advisors) and ii) portfolio company monitoring (attending board meetings and general investment monitoring). Associates are able to be directly promoted to Vice President and beyond without an MBA

WCAS hires Associates with backgrounds in:

• M&A, Leveraged Finance, Industry Coverage