The PGI Edge

Our client is a leading provider of outsourced services to hospitals, specializing in sterile processing solutions, including management, labor, equipment and supplies utilized in the sterilization of surgical instruments and settings. With a commitment to excellence and innovation, they empower healthcare organizations to streamline operations, enhance patient care, and optimize outcomes.

As a Corporate Development Analyst for a healthcare company delivering outsourced services to hospitals, your primary mandate is to spearhead the identification, pursuit, and follow-up of potential acquisition targets across several verticals within the healthcare industry. This role demands a professional with high energy, relationship focused, strong work ethic, demonstrated networking skills, with a proven track record in deal sourcing.

Responsibilities

• Target Identification
  1. Utilize a combination of industry databases, market intelligence, and networking to identify attractive verticals within the healthcare industry and specific companies to target for acquisition within each of the verticals.
• Pursuit and Engagement
  1. Initiate contact and cultivate relationships with key stakeholders of potential acquisition targets, including founders, executives, and investors.
  2. Develop and execute outreach strategies tailored to each target company.
• Due Diligence and Assessment
  1. Collect due diligence materials and follow up on additional information requests and needs.
  2. Assess due diligence materials and the strategic, financial, and operational aspects of potential acquisition targets.
• Deal Processing
  1. Participate in deals through completion, coordinating various stakeholders and parties, monitoring milestones and progress, collecting and disseminating information, documents and schedules, as required. 
• Follow-Up and Relationship Management
  1. Maintain ongoing communication and rapport with potential acquisition targets throughout the deal lifecycle.
  2. Address concerns, provide clarification, and facilitate transparency to foster trust and goodwill.

Our client is a Chicago-based private credit firm providing senior debt financing to lower middle market companies. They provide capital for acquisitions, refinancing, ownership transitions, and growth opportunities.

The firm is seeking an Associate/Senior Associate (based on experience) to join their team. The candidate will have a diverse set of responsibilities within the portfolio reporting and analysis area. The candidate will report to the Portfolio Reporting & Analytics Director and work directly with the investment, investor relations, and operations teams to provide timely updates on borrowers’ financial reporting metrics, conduct financial statement spreading and analysis, and to manage ongoing portfolio monitoring, including quarterly valuation reports of portfolio companies.

Responsibilities

• Monitor investments to identify changes in company fundamentals, industry conditions and security valuations
• Develop and maintain updated financial models and analyses, operating assessments, valuation guidance, industry overviews, and market information and report findings to the investment team and management committee
• Develop a firm understanding of credit and equity documents (e.g., credit agreements, subscription agreements, indentures, plans of reorganization)
• Apply strong credit judgment and analysis when evaluating financial performance and reporting from portfolio companies
• Knowledgeable in amendment tactics and structuring
• Portfolio coverage responsibilities of 20-25 accounts
• Compile regular reports for portfolio and risk management, and assist in day-to-day portfolio tracking analysis and reporting

Our client is an operationally-focused, lower middle market private equity firm with offices in Washington, D.C. and Chicago. The firm is currently investing out of its recently completed Fund III. They actively partner with management to build data-driven growth platforms within its targeted sectors, including value-added distribution, asset light logistics and industrial/business services. The firm has a long history of helping management teams achieve their goals for growth.

Job Description

Our client is looking to add an Associate to a rapidly growing team. The investment professional will be an integral part of the team and work on all parts of private equity transactions, including sourcing, deal execution, and portfolio value creation. They will actively participate in an entrepreneurial and collaborative culture with significant potential for career growth and advancement.

Our client is an operationally-focused, lower middle market private equity firm with offices in Washington, D.C. and Chicago. The firm is currently investing out of its recently completed Fund III. They actively partner with management to build data-driven growth platforms within its targeted sectors, including value-added distribution, asset light logistics and industrial/business services. The firm has a long history of helping management teams achieve their goals for growth.

Job Description

Our client is looking to add an Associate to a rapidly growing team. The investment professional will be an integral part of the team and work on all parts of private equity transactions, including sourcing, deal execution, and portfolio value creation. They will actively participate in an entrepreneurial and collaborative culture with significant potential for career growth and advancement.

Our client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. They provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. The firm typically works with companies to provide financings starting at $25mm and scaling significantly thereafter.

The firm’s capital complements institutional equity (VC/PE). Whereas equity is typically used to finance the underlying operating business, our client’s credit is used to cost-effectively originate collateralizable assets (real estate, equipment, receivables, loan pools, etc.). Rather than offering a one-size-fits-all structure, they design bespoke solutions specific to the unique needs of their partners.

The Vice President position is located in New York, New York.

Responsibilities:

• Lead the investor relations process under the CIO
• Lead the management of marketing materials
• Oversee the CRM, RFP and Deck process
• Partner with leadership and the investment team on cross-functional collaboration
• Participate in IR strategic planning
• Build and maintain strategic relationships with placement agent and stakeholders
• Manage IR team and develop internal IR processes
• Handle highly sensitive materials in a confidential manner

Our client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. They provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. They typically work with companies to provide financings starting at $25mm and scaling significantly thereafter.

The firm is a complement to institutional equity (VC/PE). Whereas equity is typically used to finance the underlying operating business, their credit is used to cost-effectively originate collateralizable assets (real estate, equipment, receivables, loan pools, etc.). Rather than offering a one-size-fits-all structure, they design bespoke solutions specific to the unique needs of our partners.

The Vice President position is located in New York, New York.

About the Role:

The Vice President will work as a core member of the Investment Team and contribute to a broad range of functions, including managing deal execution, sourcing, credit analysis, financial statement/model review, scenario modeling, and portfolio monitoring. They are looking for an individual passionate about fintech with an excellent understanding of specialty finance / asset-backed corporate finance.

Our client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. They provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. They typically work with companies to provide financings starting at $25mm and scaling significantly thereafter.

The firm complements institutional equity (VC/PE). Whereas equity is typically used to finance the underlying operating business, our credit is used to cost-effectively originate collateralizable assets (real estate, equipment, receivables, loan pools, etc.). Rather than offering a one-size-fits-all structure, they design bespoke solutions specific to the unique needs of our partners.

The Associate position is located in New York, New York.

Responsibilities:

• Provide support to the investor relations process
• Update and maintain internal CRM
• Update and maintain marketing materials
• Support IR cross functional collaboration with investment team
• Calendaring and scheduling
• Handle highly sensitive materials in a confidential manner

Our client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. They provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. They typically work with companies to provide financings starting at $25mm and scaling significantly thereafter.

The firm’s capital complements institutional equity (VC/PE). Whereas equity is typically used to finance the underlying operating business, the firm’s credit is used to cost-effectively originate collateralizable assets (real estate, equipment, receivables, loan pools, etc.). Rather than offering a one-size-fits-all structure, they design bespoke solutions specific to the unique needs of our partners.

The Associate position is located in New York, New York.

About the Role:

The Associate will work as a core member of the Investment Team and contribute to a broad range of functions, including credit analysis, financial statement/model review, scenario modeling, deal execution, portfolio monitoring, and certain sourcing activities. They are looking for an individual passionate about fintech with a strong understanding of asset-backed corporate finance fundamentals.

Our client is seeking to fill two Associate Director positions in the United States – one with financial sponsors experience and the second with Healthcare / Life Sciences / Healthcare IT experience. Both roles will be remote.

If you are interested in applying, please click here to submit your application.

Our client, a NYC-based Private Funds Advisory Group, is seeking an Analyst to join its team. The ideal candidate will have 1 to 3 years of investment banking and / or investor relations / fundraising experience.