What are the responsibilities and job description for the Chief Executive Officer (CEO) - Portfolio Company position at Forge Holdings?
About Us
Forge Holdings is a dynamic investment firm focused on acquiring and growing lower middle market businesses generating $3M–$15M in annual cash flow. We adopt a people-first philosophy, prioritizing high-energy teams driven by grit, bias to action, and a passion for value creation over traditional experience. Our CEOs are empowered to lead their businesses, make bold decisions, and unlock value creation through smart capital allocation.
About the Role
As CEO, you will lead one of our portfolio companies, serving as the primary capital allocator to drive sustainable value creation. We welcome first-time CEOs and those with experience in the role — our founders succeeded as first-timers at ages 30 and 37—and seek hungry leaders excited by ownership, accountability, and earning through impact. This role demands high energy, decisive action, and a relentless focus on aligning people, strategy, execution, and acquisitions to generate superior, long-term value creation.
What We're Looking For
We seek great decision-makers motivated by:
Key Responsibilities
- Allocation of Capital Across Four Pillars:
- People: Hire top-tier A-players, foster strong relationships and a retentive culture, and empower them to own capital decisions within their teams, ensuring a people-first environment that fuels growth.
- Strategic Initiatives: Identify high-impact value creation opportunities, prioritize them ruthlessly, and rally your team to execute, transforming ideas into measurable business outcomes.
- Internal Investments – Growth Assets: Make deliberate investments in technology, property, plant, and equipment on timelines that support people-driven and strategy-aligned expansion, optimizing for long-term scalability.
- External Investment – Acquisitions: Pursue strategic add-on acquisitions that fit the company's vision and are highly accretive on standalone merits, excluding synergies or soft factors.
- Balance: Act as the ultimate decision-maker, balancing short-term execution with long-term value building.
- Culture: Cultivate a culture of accountability, where ownership motivates exceptional performance and rewards value creation.
- Demonstrable history of value-creating decisions for yourself, teams, and organizations—no prior CEO experience required.
- Proven track record in capital allocation, evidenced across people, strategy, assets, and acquisitions (e.g., hiring/retaining talent, leading initiatives, investing in infrastructure, or executing deals that have successful outcomes).
- Bias to action, with grit and energy to thrive in ambiguous, high-stakes environments.
- Excitement for earning through equity and creating tangible impact in a lower middle market setting.
If you're eager to bet on yourself, ready to lead with unrelenting energy, excited by earning value through equity, we are eager to speak with you about accelerating your career in partnership with Forge Holdings.
Any applications that are received outside of our HRIS will not be reviewed. Please click this link to apply: https://apply.workable.com/forge-holdings/j/85595B56EF/
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Stock Option Plan
Salary : $15