Talent Wednesday: Exceptional Private Equity Talent Showcase

In our recent executive search to build out a middle-market private equity team, we encountered several exceptional candidates who demonstrated remarkable expertise and potential. While these individuals weren't ultimately selected for the specific roles we were filling, their caliber was too impressive to simply file away. As part of our commitment to supporting the private equity community's talent needs, we're sharing these carefully curated, de-identified profiles of standout professionals.

These eight candidates represent diverse backgrounds across business development, vice president, associate, and analyst roles, each bringing unique strengths to the private equity landscape. From seasoned originators with proven track records to strategic vice presidents with extensive board experience, these professionals exemplify the high-caliber talent available in today's market. As our "Talent Wednesday" gift to our private equity partners, we're presenting these profiles to help firms connect with exceptional talent that could accelerate their growth objectives.

Each profile has been meticulously de-identified while preserving the essential details that showcase their capabilities, experience, and potential value to private equity organizations. Whether you're actively hiring or building your talent pipeline for future opportunities, these profiles represent some of the strongest candidates we've encountered in recent searches.

If you have interest in learning more about any of these candidates, please reach out to our team directly with the corresponding profile ID. We would be happy to facilitate an introduction and provide additional background information for qualified opportunities.

Business Development/Originations

Origination Lead (ID: 8098)

  • Current Role:
    • Tenure: 4+ years at a premier PE firm
    • Focus: Middle-market growth companies across 5+ flagship funds
  • Previous Experience:
    • Associate at Major Global Financial Institution (2+ years)
      • Focus: Strategic financial planning, investment analysis, transaction execution
    • Co-Founder at Early-Stage Startup (1+ years)
      • Location: Northeast
      • Focus: Product development, market research, business operations
  • Location: Boston, MA
  • Education:
    • Bachelor's Degree from Liberal Arts College
    • Activities: Endurance sport team member

Portfolio Executive (ID: 7573)

  • Current Role: Senior Vice President at Boston PE firm (4+ years)
    • Focus: Investment strategy and portfolio management
    • Firm Overview: Two-decade history investing in North American founder-led companies
    • Sectors: Industrial and business services
  • Previous Experience:
    • Financial Advisor at top wealth management firm (2+ years)
    • Focus: Client relations and financial planning
  • Education:
    • Master's Degree: Mid-2010s, a Texas-based university (Finance/Business Administration)
    • Bachelor's Degree: Early 2010s, well-regarded private university (Business Studies)

Business Development Director (ID: 3171)

  • Current Role: Business Development (3+ years)
    • Focus: Expanding PE partnerships in New York at major technology provider
  • Previous Experience:
    • VP Private Equity (4+ years)
      • Focus: Healthcare, consumer, and business services sectors
      • Responsibilities: Investment sourcing, due diligence, portfolio oversight
    • PE Associate (1+ year)
      • Sectors: Healthcare, media, telecom, industrial
      • Role: Board observer for multiple portfolio companies
    • Investment Banking Analyst (2 years)
      • Focus: Leveraged finance at major financial institution
  • Education:
    • BS in Policy Analysis and Management from an Ivy League university
    • GPA: 4.0
    • Activities: Economic/finance clubs, investment research, debate

Vice Presidents

Investment VP (ID: 1359)

  • Current Role: PE Senior Associate (2+ years)
    • Location: New York
    • Focus: Investment analysis, deal execution, portfolio management
  • Previous Experience:
    • PE Associate (2+ years)
    • Investment Banking Analyst (2 positions, 2 years total)
    • Fund Manager: Student Hedge Fund (1+ year)
      • Sector: Consumer discretionary
    • Finance Summer Analyst: Two internships
  • Education:
    • Bachelor's in Finance, Summa Cum Laude
    • Activities: Finance clubs and research

Portfolio VP (ID: 6754)

  • Current Role: VP Investment Team (2+ years)
    • Location: New York
    • Focus: Investment strategies across sectors
  • Previous Experience:
    • VP Private Equity (1+ year)
      • Focus: Investment analysis, deal structuring, portfolio growth
    • Teaching Assistant (2 years)
      • Role: Supporting PE and entrepreneurial finance courses
  • Education: Not specified in source material

Strategic VP (ID: 3232)

  • Current Role: VP at Boston PE firm (3+ years)
    • Focus: Strategic investments and portfolio management
  • Previous Experience:
    • Senior Associate: Mezzanine capital firm (6+ years)
    • Board Experience: 5+ years across industrial/manufacturing sectors
    • Investment Banking Associate: Boston area (3+ years)
    • Analyst: Market research (2 years)
  • Education:
    • MBA from leading business school
    • Bachelor's in Finance/Marketing
      • Graduated magna cum laude with honors in leadership development

Associates

Global Associate (ID: 8549)

  • Current Role: PE Analyst (2+ years)
    • Focus: Middle-market buyouts and growth equity
    • Location: New York
  • Previous Experience:
    • Summer Research Analyst: San Francisco investment firm
    • Associate Consultant Intern: 3 months in Asia
    • Strategy Consultant: 4 months in California
    • Web & Business Development Intern: Two internships in Midwest
  • Education:
    • Global Business Administration program
    • Degrees from universities in US, Italy, and Asia
    • Activities: International consulting and industry associations

Analysts

Research Analyst (ID: 4178)

  • Current Role: Senior Equity Research Associate (1+ year)
    • Location: Boston
    • Focus: Software and consumer sectors
    • Responsibilities: Market trends analysis, investment report production
  • Previous Experience:
    • Equity Research Associate (1+ year)
      • Focus: Industry analysis and financial modeling
  • Education:
    • Bachelor's in Economics
    • Activities: Men's crew team
    • Background: Well-regarded preparatory school

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Firm Principles

3 in 4
Hired to Last
3 in 4 CEOs we brought to our clients in the last 5 years are still in the chair
1+1 = 3
We Do Relationships
Rather than one search wonders that can feel more like a hit-and-run, we want to be your trusted talent advisor and not an occasional supplier. And through these relationships we build a deep understanding of what success looks like in your business, and which candidates both will and will not be accretive to your business and its goals
We believe that great businesses are run on people.
Talent is the lifeblood of business. And almost all of our clients have a business context that requires what we call the “builder-leader” profile
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