Vice President - Private Credit / Private Equity

Firm Overview

The firm is a lower‑middle‑market private credit and private equity platform specializing in flexible junior capital solutions, including mezzanine debt and structured equity. Its strategy focuses on supporting established, growing companies through acquisitions, buyouts, recapitalizations, and shareholder transitions. The organization operates with a lean, collaborative investment team, emphasizing disciplined underwriting, strong partnerships with management teams, and long‑term value creation.

Position Summary

The Vice President is a senior investment professional responsible for originating transactions, leading underwriting and due diligence, structuring deals, and actively supporting portfolio companies. This individual brings deep relationships-particularly across the Southeastern U.S.-and plays an essential role in generating high‑quality deal flow while driving execution excellence.

Key Responsibilities

Deal Sourcing & Relationship Development

• Originate new investment opportunities by building and expanding strong relationships with commercial banks, investment banks, private equity sponsors, independent sponsors, business brokers, and management teams, with a concentration on the Southeast.
• Leverage an existing network to source proprietary and semi‑proprietary opportunities aligned with a mezzanine‑focused junior capital strategy.
• Maintain consistent outbound market activity through calls, meetings, conferences, and targeted outreach.
• Apply demonstrated experience evaluating hundreds of lower‑middle‑market opportunities annually across multiple sectors.
• Serve as a market‑facing representative of the firm's investment approach, capital solutions, and partnership philosophy.

Underwriting & Financial Analysis

• Lead the development and refinement of detailed financial models, including three‑statement, cash flow, leverage, returns, and scenario analyses.
• Conduct comprehensive assessments of financial performance, operational drivers, competitive positioning, and management capabilities.
• Analyze and synthesize third‑party diligence materials-such as Quality of Earnings, tax, insurance, and market studies-into actionable insights. [cv_20260128 | PDF]
• Identify key risks and mitigants while structuring investments to provide appropriate credit and equity protections.

Transaction Execution

• Manage full due‑diligence processes, coordinating internal resources, external advisors, and management teams.
• Lead negotiation of term sheets and definitive agreements across both debt and equity transactions.
• Prepare clear, compelling investment memoranda and present recommendations to the Investment Committee.
• Drive transaction closings with precision, ensuring alignment across legal, financial, and strategic workstreams.

Portfolio Management

• Serve as a Board Observer for select portfolio companies, providing insight into strategic, financial, and operational matters.
• Monitor performance, track KPIs, oversee covenant compliance, and identify opportunities for operational enhancement.
• Support management in evaluating add‑on acquisitions and long‑term strategic initiatives.

Leadership & Team Development

• Mentor and oversee Associates and Analysts, reviewing analytical work, investment materials, and diligence outputs.
• Foster a culture of excellence, accountability, and continuous improvement within the investment team.
• Contribute to internal projects, including marketing materials, CRM improvements, and process optimization.

Qualifications

• 5-10+ years of experience in private credit, private equity, mezzanine lending, investment banking, or transaction advisory.
• Proven ability to source and originate deals independently, with a strong network of relationships across the Southeast.
• Advanced modeling, underwriting, and structuring expertise.
• Strong communication, negotiation, and presentation skills.
• Ability to thrive in a lean, entrepreneurial investment environment with high accountability.