About Heritage Holding
Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades.
We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.
Role Overview
Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.
Roles & Responsibilities
The Associate will support the investment team across new platform and add-on acquisition opportunities, including:
Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
Building financial models, returns analyses, operating forecasts, and transaction scenarios
Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
Supporting negotiation, financing, closing, and post-close handoff processes
Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
Highly driven, intellectually curious, and detail-oriented
Strong analytical and financial modeling skills
Demonstrated problem-solving ability and sound business judgment
Strong written and verbal communication skills
Ability to manage multiple workstreams in fast-paced transaction processes
Entrepreneurial mindset and willingness to take ownership
Desired Qualifications
3.5 GPA or higher
Demonstrated interest in investing, private equity, M&A, and business ownership
Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
Strong Excel / financial modeling and PowerPoint skills
Skills Required
- 3.5 GPA or higher
- Demonstrated interest in investing, private equity, M&A, and business ownership
- Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or similar analytical roles
- Strong Excel and financial modeling skills
- Strong PowerPoint skills
- Strong analytical skills and sound business judgment
- Strong written and verbal communication skills
- Ability to manage multiple workstreams in fast-paced transaction processes
- Entrepreneurial mindset and willingness to take ownership
- Highly driven, intellectually curious, and detail-oriented
What We Do
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. The firm partners with founder-led small and medium-sized businesses to support growth, operational improvement, and long-term value creation. It focuses on B2B services across various sectors, including telecom, IT and cybersecurity services, healthcare services, and skilled trades.
