The PGI Edge

In response to the strategic expansion of the firm’s Private Funds Advisory group, the team is seeking a Vice President-level project management professional. This person will be based in the firm’s New York City offices and will be an integral aspect of the team’s origination, project management, and advisory capabilities. He/she will support all facets of the due diligence, client advisory, and project management processes for the firm’s private equity clients.

The firm offers the successful candidate a growing platform with differentiated sourcing channels, a robust portfolio of mandates diversified by strategy and structure to execute upon, a strong brand and track record, the opportunity to play an important role across all aspects of the placement process, and a growth-oriented environment with a strong promotional path.

Our client is a private equity firm that partners with entrepreneurs and management teams investing in and growing lower middle-market companies. Its principals have been investing together for more than two decades. Our client seeks to invest in lower middle-market niche manufacturing, business services, distribution and consumer companies in industry sectors where they have considerable investment experience and can leverage prior successes. Our client has a strong track record of investing in and growing businesses in their regional markets having completed over 100 investments with a total transaction value of more than $3 billion. 

Our client is a problem-solving institution that addresses urgent societal issues through for-profit, non-profit and legislative action. It was founded to identify and solve societal problems alongside its Members (Nobel prize-winning scientists and activists, entrepreneurs, military and intelligence leaders, etc.) in the form of individual, targeted projects. Past projects have helped launch and scale the first commercial carbon-capture plant, pass legislation to protect the electrical grid from cyber attacks, respond to the COVID-19 pandemic and much more.

The firm’s investment arm undertakes its mission by investing in businesses with the potential to transformatively address societal problems while delivering uncompromising returns to investors. Founding partners include Wall Street legends with a deep expertise in investing.

Current investments include: 

• a biodegradable plastics alternative with the potential to prevent billions of tons of micro-plastics from poisoning our oceans, rivers, and landfills, 
• a grid-scale energy storage technology that cleans up waste and helps to bridge humanity towards a renewable energy future, 
• a breakthrough in fundamental chemistry with the power to improve industries from cancer diagnostics to battery development, 
• a producer of self-learning AI control systems capable of autonomously operating and dramatically optimizing mission critical industries 
• a technology company that transforms carbon from the air into diamonds atomically identical to their mined counterparts 
• an energy approach utilizing a breakthrough in magnet technology to generate net fusion energy 
• an AI solution to addressing the root cause of metabolic disease

Our client is a financial advisory firm located in the Phoenix area.  They are seeking candidates with two to three years of investment banking experience, preferably with an emphasis on M&A. Sector exposure is fairly flexible, but logistics, transportation, manufacturing, or industrials would be preferred.

Our client is a private equity firm that partners with entrepreneurs and management teams investing in and growing lower middle-market companies.

Our client seeks to invest in lower middle-market niche manufacturing, industrials, business services, distribution and consumer companies in industry sectors where they have considerable investment experience and can leverage prior successes.

The position is located in Cleveland, OH. Having a connection to Ohio is a plus, either due to previously living in Ohio, attending school in the state, or having family located in Ohio.

Position Summary

Assist in all phases of private equity investments and portfolio management activities

• Opportunity identification and evaluation
• Responsible for due diligence  
• Structuring of transactions, negotiation of financing
• Portfolio company management and development, including board meeting participation
• Development of additional investment targets

Our client is a premier healthcare private equity investment firm based in New York City that seeks to create long term value for our investors and the healthcare companies in which they invest. Our client is committed to streamlining the complex healthcare industry by creating better experiences for patients (especially the elderly), building exceptional facilities, and cultivating the latest care technologies. The firm has a strategic, long-term outlook, is operationally focused, and invests across the business life cycle and capital structure.

Our client is looking for a Private Equity Senior Analyst / Associate to join its team in Cleveland, OH.

The position will assist senior professionals in all phases of private equity investment and portfolio management activities, including:

• Opportunity identification and evaluation
• Execution of due diligence 
• Structuring of transactions, negotiation of financing
• Portfolio company management and development

If you are interested in learning more, please visit job #404 on our careers website.

The investment arm of a globally recognized family office is looking to add an Analyst to its team.

This individual will be an important part of a small team based in Dallas, who are responsible for managing capital across all asset classes (e.g. fixed income, credit, public equities, private equity, real estate and venture capital). The Investment Analyst will primarily focus on the real estate and private equity portfolios but will also have exposure to investment related activities across the broader portfolio.

Responsibilities will include assisting in transaction execution, creating presentation materials, researching new opportunities, risk evaluation, cash flow projections, market research, monitoring the existing portfolio, and other ad-hoc analysis. There is substantial growth opportunity for someone that can both execute on assigned projects while also being pro-active with minimal direction.

If you are interested in learning more, please visit job #405 on our careers website.

Our client’s Industrials and Consumer teams are seeking Investment Banking Associates. These positions represent additions to their expanding teams, not replacements. Their record-setting performance and pipeline present very exciting opportunities for the right individuals who seek upward mobility and significant responsibility with very solid mentorship from their highly talented and long-tenured teams.

The scope of this position is to develop, support, and optimize opportunities for the e-commerce channel of the company. This role will manage the strategy, marketing, and content elements of the brand portfolio to drive sales and growth for the e-commerce sales channels and customers.

This role will be the key analytic development of important relationships with the Account personnel and understanding of the infrastructure in order to best serve the product and brand representation.

If you are interested in applying for the position, you can click here to submit your application.