CapitalWorks Private Equity Firm Cleveland Ohio

CapitalWorks Associate Position

Position: Pre-MBA Associate

Location: Cleveland, Ohio

Start: 2021

CapitalWorks is a private equity investment firm located in Cleveland, Ohio that makes control investments in lower middle market companies.  We invest in manufacturing and business service companies with $3 to $9 million of EBITDA.

The firm was founded in 1999 and we are currently investing out of our fourth committed fund of $125 million. Over two decades of investing in the lower middle market, we’ve deployed capital in businesses with greater than $500 million of cumulative enterprise value.  Given the growth of the firm and expansion of the number of companies in the portfolio, we are looking for a Pre-MBA Associate to join our growing team in Cleveland.

Job Description

Associates will be a contributing member of the investment team and involved in all aspects of CapitalWorks business, which would include evaluating platform investments and add-on opportunities, as well as working with management teams of our portfolio companies on strategic initiatives.  This position will give associates multiple opportunities to work with portfolio company management teams on critical projects. 

Primary Responsibilities

  • Portfolio Company Initiatives – Lead portfolio company strategic and financial value creation initiatives including financial analysis, add-on acquisitions, management of key measurements by working directly with senior leadership, etc.
  • Investment Evaluation – Identify, screen and evaluate new investment opportunities and help with transaction analysis and execution
  • Transaction Structuring – Provide transaction structuring and complex financial modeling support for new investment opportunities (platform and add-on)
  • Investment Analysis – Conduct investment analysis, due diligence, underwriting and financing activities and prepare investment memorandums
  • Industry and Market Research – Conduct industry research and market analysis for portfolio companies and new investments
  • Key Participant – Participate in meetings with management teams, financing sources, M&A intermediaries and investors

Desired Skills and Experience

  • 2 to 3 years of work experience in investment banking, private equity or  mezzanine financing
  • Excellent financial statement analysis, industry research, complex modeling, accounting principles, valuation and Microsoft Office skills
  • Comprehensive skill in analyzing investment opportunities including a thorough evaluation of all aspects of a company’s business attributes, risks and investment merits
  • Entrepreneurial skill set with the desire and ability to succeed in a small firm as a team player
  • Ability to handle decision making under pressure
  • Strong written and oral communication skills, including ability to dialog with  senior management and senior partners, and communicate effectively to the entire team
  • Ability to work independently and meet demanding deadlines
  • Strong ethics and values

This opportunity has a competitive compensation structure.

If you are interested in the position, please submit your resume and a brief note outlining your experience and interest in the position to Matt Lombardo.

CapitalWorks intends to begin interviews ASAP

Contact:

Matt Lombardo

mlombardo@capitalworks.net

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