Teams at Heritage Holding

Part-time fall intern supporting outbound B2B outreach for an engineering platform: cold calls, qualify leads, schedule follow-ups, maintain HubSpot CRM, track outreach metrics, and manage pipeline records.

Support full-cycle recruiting for Heritage Holding and portfolio companies: source candidates, review resumes, coordinate interviews, maintain pipelines in Ashby ATS, assist with job descriptions, employer branding, recruiting operations, and process improvements while participating in hiring meetings and special projects.

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.