Jobs at Heritage Holding

Leads consolidated financial reporting, acquisition integrations, budgeting, forecasting, cash flow management, audits, compliance, ERP oversight, lender relations, payroll, and process improvement across multiple entities. Supports M&A diligence and financial integration while overseeing bookkeeping and finance teams. Reports to the platform CEO and holding company CFO.

Own commercial growth across a portfolio of fencing and industrial-services businesses. Build general-contractor relationships, reactivate dormant accounts, identify market white space, launch new service lines, and create repeatable go-to-market playbooks. Partner with general managers, lead customer meetings, coach teams, establish pipeline discipline, and implement CRM-based sales processes. The role requires a hands-on, relationship-driven hunter who can operate independently in a growing private-equity-backed platform.

Support deal execution for platform and add-on acquisitions: evaluate opportunities, perform market research and diligence, build financial models and forecasts, prepare investment materials (IOIs, LOIs, memos), manage diligence workstreams and data rooms, coordinate advisors and stakeholders, and support negotiation, financing, closing, and post-close handoffs.

Full-cycle recruiter responsible for sourcing, screening, interviewing, and closing candidates for multiple engineering companies. Partner with hiring managers to build search strategies, manage candidate pipelines, track hiring metrics, and help establish training and development and scalable recruiting processes across an acquisitive platform.

General outreach inviting candidates interested in Heritage Holding to make contact. Describes the firm as a Boston-based private investment operator focused on acquiring and operating lower-middle-market B2B services businesses, staffed by entrepreneurs, former CEOs, and investors.

Support full-cycle recruiting across portfolio companies: sourcing, screening, interview coordination, ATS management (Ashby), candidate communication, reference checks, onboarding coordination, recruiting metrics, and employer branding support.

Lead operational scaling and acquisition integration for a platform, implement systems and reporting (ERP), partner with owners on day-to-day execution, and drive performance management to grow EBITDA and enable M&A-driven expansion.