Company Description
FVLCRUM is a control-oriented private equity firm focused on investments in mission capital, supply chain resilience, and Fortune 500 partnerships. We are actively deploying capital and are seeking talented associates to join our impact + alpha driven firm to focus on packaging, logistics, IT services and niche manufacturing sectors. FVLCRUM Funds was founded with a vision to reduce the US wealth gap and make a significant impact in the US communities while providing superior risk-adjusted returns to our investors.
Role Description
FVLCRUM is seeking an experienced investment professional for an Investment Senior Associate position in our Bethesda, MD office. The candidate will be involved in all aspects of the firm’s business, from evaluating and executing platform and add-on investments to monitoring portfolio companies. Primary responsibilities will include:
• Identifying, sourcing, and supporting on the structuring and execution of M&A transactions – both new investments and add-on acquisitions for portfolio companies;
• New investment analysis, diligence, underwriting, corporate engagement, foundational capital and financing activities, including construction of financial models;
• Working with portfolio companies on strategic and financial initiatives, including development, tracking, and management of KPIs, impact and other key metrics;
• Monitoring and reporting portfolio company performance post-investment;
• Participating in meetings with management teams, M&A intermediaries; and financial institutions;
• Participating in exit monetization processes (recaps, sale processes, etc.) and other capital events.
Qualifications
We seek to hire a Senior Associate with strong analytical abilities, creative and thoughtful business judgment, and professional maturity. The ideal candidates will have exposure and experience in valuation, M&A-related modeling and analysis, an understanding of leveraged transactions, and the interpersonal skills required to work face-to-face with senior management teams, lenders, investors, advisors, referral sources, and all other participants involved in managing portfolio companies and closing transactions. Ideal candidates will possess the following qualifications:
• Minimum of 4-6 years of private equity, investment banking, transaction services, and /or consulting experience;
• Preferred focus in supply chain or sustainability sectors;
• Excellent financial, modeling, and analytical skills;
• Strong writing, communication, and presentation skills;
• Mature and professional candidate who has a strong work ethic;
• Strong organizational skills, desire to learn, and ability to multi-task;
• Genuine desire to be an early contributor to an entrepreneurial and growing firm.