What are the responsibilities and job description for the Advanced Vice President / Principal - Boston position at Soul Equity Solutions?
Private Equity Advanced Vice President / Principal - Boston
The Opportunity
A $4 billion private equity firm is building its US investment platform in Boston and seeking an Advanced Vice President or Principal to join as a founding member of the US investment team. This is a rare opportunity to build and lead an entire investment vertical within a proven global private equity platform while working in a lean, entrepreneurial environment with significant autonomy and impact.
With over 25 years of successful middle-market investing internationally, the firm opened its Boston office in 2023 and is now scaling its US platform with significant deal momentum - multiple active transactions and a strong pipeline.
Why This Role Is Different
Ground Floor Opportunity with Institutional Backing
- Join as one of the first investment professionals in the US office
- Build and own an entire sector vertical from scratch
- Shape investment strategy, build your network into the firm's origination engine, and define the playbook for your vertical
- Backed by a proven $4B global platform with 25 years of successful investing
Entrepreneurial Environment, Enterprise Resources
- Small, collaborative team (currently 6 people and scaling) where your voice matters
- Direct access to decision-makers and senior leadership
- Institutional infrastructure, processes, and capital from day one
- None of the bureaucracy of larger platforms
Flexible Capital Structure
- Investing out of an Evergreen Fund with ability to redeploy capital from exits
- Flexible hold periods - no artificial timeline pressure to exit investments
- Concentrated portfolio approach (4-6 platforms total) = significant ownership of each deal
Active Deal Flow
- Firm has signed LOIs and active transactions in execution
- Strong momentum and growing pipeline
- You'll be closing deals, not just building infrastructure
Boston Location
- Competitive, tight-knit PE community
- Easy access to strong deal flow across Northeast and Mid-Atlantic
- Office in downtown Boston
The Role
As an Advanced Vice President or Principal, you will:
Build Your Vertical
- Develop and own the investment strategy for your sector of expertise
- Establish yourself as the firm's sector expert and thought leader
- Build relationships with intermediaries, management teams, and industry executives to drive proprietary deal flow
- Bring your existing network of banker relationships, CEO contacts, and conference presence to accelerate deal origination
- Have the support of a junior deal team executive
Lead Deals End-to-End
- Source, evaluate, structure, and close control-oriented LBO investments
- Target: Founder-owned businesses with $10-30M EBITDA
- Equity checks: $50-150M per platform
- Lead IC presentations and drive investment decision-making
- Negotiate LOIs, manage diligence, and structure transactions with true debt structures
Drive Value Creation
- Serve on portfolio company boards
- Partner with management teams to execute growth initiatives and operational improvements
- Lead add-on acquisition strategies
Mentor and Build
- Work with and develop junior investment professionals
- Help shape the culture and investment approach of a growing platform
What We're Looking For
Experience & Track Record
- 10 years of private equity experience with a focus on the lower middle market
- Proven track record of closed platform investments - you've led or co-led deals from sourcing through execution
- Demonstrated ability to source proprietary deal flow and close founder-owned, owner-operated businesses
Sector Expertise - Strongly Preferred:
Priority Sectors:
- Industrials: Manufacturing, industrial services, equipment, distribution
- Food Value Chain: Food processing, food distribution, ingredients, value-added manufacturing
Also Appealing:
- Business Services: B2B services, niche verticals with recurring revenue
- Other sectors (excluding healthcare): If you have deep expertise in another attractive middle-market vertical, we're interested in hearing from you
What Makes You Stand Out
- You have relationships that generate deal flow - bankers, executives, intermediaries trust you and bring you opportunities
- You know your sector cold - you know all the conferences, you've developed investment themes and theses, you understand the competitive landscape
- You can build a vertical from scratch - you're entrepreneurial, self-directed, and don't need a playbook
- You're a closer - you've seen deals through from term sheet to closing, including board experience and transaction leadership
- You're hungry to build something - you'd rather have impact and ownership than a big title at a mega-fund
Skills
- Advanced financial modeling and valuation
- Strong negotiation and deal structuring capabilities
- Excellent communication and presentation skills
- Ability to lead, mentor, and develop junior team members
- Experience with control-oriented LBOs and working with true debt structures
Education
- Bachelor's degree required
- MBA or advanced degree preferred but not required
Compensation & Growth
- Competitive base salary and bonus
- Meaningful carried interest participation
- Clear path to continued growth and partnership as the platform scales
About the Firm
This is a $4 billion global private equity platform with over 25 years of successful middle-market investing. The US office launched in 2023 and is building a complementary US investment platform focused on middle-market control buyouts.
The Boston team is led by an experienced Managing Partner with 14 years at a top-tier middle-market PE firm.
Investment Strategy:
- Control-oriented LBOs of founder-owned, owner-operated businesses
- Target: $10-30M EBITDA
- Concentrated portfolio: 4-6 total platforms
- Equity checks: $50-200M per investment (typically $100-150M range)
- True debt structures with institutional lending partners
- Flexible hold periods via Evergreen Fund structure
This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
About Soul Equity Solutions
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.
We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs.
Salary : $10 - $50
