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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.

Identify and engage potential acquisition targets through outbound outreach (email, phone, LinkedIn), qualify opportunities via discovery calls, schedule meetings with internal stakeholders, refine sourcing strategies, track pipeline and report on outreach effectiveness to help drive the firms deal pipeline.

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.