Platform Lead

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.

About the Role

Heritage Holding is seeking a high-caliber and entrepreneurial operator to serve as the leader of one of our fast-growing platforms. This is a unique, high-impact opportunity for an entrepreneurial MBA graduate who aspires to lead and grow a business while gaining hands-on experience in private equity operations, M&A, and long-term value creation.

The Platform Lead will be an early platform-level hire and will serve as the Heritage leader scaling a business from ~$2m EBITDA to $20m EBITDA within 1-2 years. This role offers accelerated exposure to entrepreneurial management, the ability to learn directly from Heritage leadership on rapidly scaling a platform through M&A, and the opportunity to transition into a CEO, other C-suite role, or Entrepreneur in Residence at Heritage Holding.

Key Responsibilities

Strategic Execution & Operational Leadership

• Provide hands-on operational leadership across the platform including leading acquisition integration, strengthening decision-making processes, and improving systems.

• Partner with business owners to support day-to-day operations and platform-wide scaling initiatives.

• Help define and execute a shared integration and operational playbook across the platform.

• Serve as a problem-solver who addresses organizational, operational, and systems-related challenges.

• Support the evaluation, selection, and rollout of core business systems, including ERP and other operational platforms.

• Bring structure and clarity to processes, reporting, and performance management without removing autonomy at the company level.

• Act as a trusted thought partner to senior leadership at Heritage on strategy, systems, and operational decisions.

Ideal Candidate Profile

Experience:

• MBA (recent graduate or several years post-MBA) from a top program.

• Experience in entrepreneurship, management consulting, investment banking, private equity, or an operational role in a high-growth company or startup.

Skills:

• Strong analytical, problem-solving, and decision-making skills.

• Excellent EQ, communication and interpersonal abilities.

• Comfort with ambiguity and fast-paced environments.

• Proven ability to lead projects from ideation to execution.

• Strong financial modeling, Excel, and data analysis skills.

Traits:

• Entrepreneurial spirit and passion for small business.

• High integrity and a low-ego, team-first attitude.

• Strong bias for action with a builder’s mindset.

Career Path

This role is intentionally designed as a launchpad to future leadership opportunities within Heritage Holding’s ecosystem. A high-performing Platform Lead might transition into:

• Executive (including CEO) role at portfolio companies

• Investing role at Heritage Holding

• Search fund entrepreneur with the backing of Heritage Holding