Source and evaluate investment opportunities across industrial technology, engineered products, specialty manufacturing, and industrial services.
Develop clear commercial and investment theses through market research, competitive analysis, and engagement with management teams.
Build and maintain detailed financial models, including LBO analyses, operating forecasts, and sensitivity scenarios.
Lead diligence processes across commercial, financial, operational, legal, and environmental workstreams.
Draft investment memoranda and present recommendations to senior investment professionals and the investment committee.
Commitments
Role overview: Title: Senior Associate, Industrials Location: Cleveland, OH This is a hands-on investing role within a lean, collaborative investment team focused on sourcing, executing, and managing investments across a diverse set of industrial subsectors.
Not Met Priorities
What still needs stronger evidence
Requirements
Lead diligence processes across commercial, financial, operational, legal, and environmental workstreams.
3–6 years of experience in investment banking, private equity, or transaction advisory, preferably with exposure to industrial sectors.
Strong financial modeling and transaction execution skills.
Demonstrated ability to evaluate businesses, markets, and investment opportunities.
Experience coordinating due diligence processes and working with external advisors.
Preferred Skills
3–6 years of experience in investment banking, private equity, or transaction advisory, preferably with exposure to industrial sectors.
Experience coordinating due diligence processes and working with external advisors.
Our client is a leading middle-market private equity firm focused on investing in North American industrial businesses. The firm partners with founder- and family-owned companies across sectors such as industrial technology, engineered products, specialty manufacturing, and value-added distribution. The team is currently expanding and is hiring a Senior Associate to support the evaluation and execution of new investment opportunities and to help drive value creation initiatives across the portfolio. Role overview: Title: Senior Associate, Industrials Location: Cleveland, OH This is a hands-on investing role within a lean, collaborative investment team focused on sourcing, executing, and managing investments across a diverse set of industrial subsectors. Day-to-day responsibilities: Source and evaluate investment opportunities across industrial technology, engineered products, specialty manufacturing, and industrial services. Develop clear commercial and investment theses through market research, competitive analysis, and engagement with management teams. Build and maintain detailed financial models, including LBO analyses, operating forecasts, and sensitivity scenarios. Lead diligence processes across commercial, financial, operational, legal, and environmental workstreams. Draft investment memoranda and present recommendations to senior investment professionals and the investment committee. Ideal candidate: 3–6 years of experience in investment banking, private equity, or transaction advisory, preferably with exposure to industrial sectors. Strong financial modeling and transaction execution skills. Demonstrated ability to evaluate businesses, markets, and investment opportunities. Experience coordinating due diligence processes and working with external advisors.