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Sources and evaluates search fund and ETA investment opportunities, conducts sector and deal due diligence, manages the investment pipeline, maintains entrepreneur and co-investor relationships, supports portfolio companies, prepares fund marketing materials and investor updates, and represents the firm at conferences and MBA programs.

The Financial Controller will oversee payroll, union reporting, month-end close, GAAP financial reporting, job costing, WIP accounting, budgeting, forecasting, cash flow, compliance, and financial analysis. The role supports cost management, administrative operations, and strategic decision-making while partnering with site leadership and Heritage Fencing executives. This fully remote position requires strong construction accounting experience, including percent-of-completion accounting, project-based financial management, and experience in high-growth environments.

Leads ERP implementations and upgrades across a portfolio of companies, managing scope, budgets, timelines, risks, stakeholders, and external implementation partners. Partners with finance and accounting teams to define requirements, transition from legacy systems, improve reporting, and standardize implementation practices. Advises on full implementations versus targeted upgrades and reports progress and outcomes to senior leadership.

Supports operational integration initiatives across portfolio companies by coordinating ERP, field service, CRM, reporting, workflow, and process implementations. Travels onsite to document workflows, identify gaps, assist with system rollouts, develop SOPs and dashboards, coordinate training and action items, and support newly acquired company onboarding. The role partners with leadership, vendors, and field teams to improve consistency, visibility, communication, and operational execution across multiple projects.

Leads go-to-market system implementations across portfolio companies. Responsibilities include building HubSpot CRM architectures, attribution and revenue reporting, inbound and outbound pipeline systems, integrations, automations, AI-enabled workflows, and standardized GTM playbooks. The role partners with executives, drives adoption, documents repeatable processes, hires and supports GTM Engineers, and connects marketing and sales activity to pipeline, revenue, CAC, ROAS, and customer economics.

The FP&A Associate prepares portfolio-wide financial reports, tracks KPIs, builds forecasts and budgets, performs scenario analysis, reviews financial data for accuracy, supports controllers and financial close, investigates discrepancies, and provides insights and recommendations to senior leadership. The role requires strong modeling, Excel, financial statement knowledge, communication, organization, and attention to detail across multiple portfolio companies.

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.