Job Title: Associate, Strategy + M&A

Location: Indianapolis, IN

Strategy + M&A Group Description:

As a key thought leader and resource for The Heritage Group (THG), the Strategy + M&A (S+M&A) team is charged with executing new platform investments, add-on acquisitions for portfolio companies and value creation initiatives across the THG portfolio. Team members have backgrounds in private equity, investment banking, business operations, and strategy consulting.

The Heritage Group’s philosophy is that our greatest asset is our people. Our S+M&A team places a strong emphasis on both personal and professional development. Our goal is to hire individuals and provide growth opportunities for them to remain with THG for their entire career.

Associate Position Description:

The Associate will be expected to apply critical thinking, ask questions, and challenge assumptions. We place a strong emphasis on the ability to master the details while also seeing the big picture. The ideal candidate will have significant experience in the diligence, financial analysis, and modeling of private companies.

This individual will (i) work on new investment opportunities, including financial modeling, industry research, market analysis, and other due diligence, (ii) participate in strategic value creation initiatives within the THG portfolio, and (iii) work on other special projects for THG’s executive team, including analyses around capital allocation and portfolio construction. Importantly, you will have direct exposure and interaction with the THG management team and our operating companies and their management teams.

Necessary Skills and Experience:

  • Bachelor’s degree with high academic achievement; preference for an Accounting, Business or Finance degree
  • 2+ years of investment banking or principal investing
  • Unquestionable level of integrity
  • Willingness to roll up their sleeves and dig into details regardless of title/level
  • Naturally inclined to put the team before personal interests and celebrates group achievement over individual performance
  • High standards with ability to consistently deliver work product with minimal or no mistakes
  • Proactive in determining next steps in a project and recommending a course of action
  • Strong organizational skills and detail-orientation
  • Experience in building and running financial models
  • Excellent verbal and written communication abilities
  • Strong research skills, preferably in conducting industry and company research
  • Capable of analyzing data and distilling into salient conclusions

About The Heritage Group:

The Heritage Group is a privately held portfolio of companies focused on creating long-term value by building world-class businesses. Under four generations of family ownership, we employ thousands of people around the world, with operations across North America, Europe, and China, in the core industries of Environmental, Specialty Chemicals and Fuel Products, and Construction and Materials. Driven by innovation and research, our in-house R&D team, Heritage Research Group, specializes in helping our diverse set of companies evolve and adapt to a changing marketplace by providing cutting-edge solutions and exploring new opportunities in its state-of-the-art facility. And while acquisitions, partnerships, internal expansion, and startups may be our cornerstone, we’re a family company at heart-aiming to build long-term relationships with our customers, vendors, and partners so that we can turn big challenges into even bigger opportunities to make a difference in the world.

The Heritage Group welcomes the diverse backgrounds, experiences, and perspectives of all to work together to accomplish our goals.