Director, M&A and Portfolio Improvement Beverly Hills, CA

Regent LP; Beverly Hills (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

Regent LP is seeking a Director in Beverly Hills to lead the full investment lifecycle—from due diligence and deal analysis to negotiation, close, and post‑acquisition value creation. This senior buy‑side role emphasizes building theses, running diligences, and actively operating portfolio companies after close.

The ideal candidate brings deep distressed/special‑situations experience and will partner closely with firm leadership and the Chairman, owning deal execution and portfolio oversight

Qualifications

• 8+ years in private equity, investment banking, or related buy-side roles.
• Direct buy-side experience across diligence, modeling, valuation, and deal negotiation.
• Experience overseeing a portfolio company post-acquisition, ideally in distressed contexts.
• MBA or advanced finance degree preferred.

Responsibilities

• Evaluate investment opportunities against strategic priorities and develop theses.
• Lead due diligence with internal teams and external advisers.
• Build and maintain three-statement financial models for acquisitions.
• Prepare investment committee materials and summaries.
• Negotiate deal terms and financing structures with leadership and counsel.
• Provide financial/operational oversight during transitions.
• Partner with portfolio management on liquidity, cost structure, and restructuring.
• Track portfolio performance against underwriting assumptions.

Skills

Financial modeling

Due diligence

Deal negotiation

Portfolio management

Leadership

Communication

Education

Bachelor's in business/finance

MBA

Tools

Excel

PowerPoint

Job description

Regent is a global private equity firm focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span around the globe and operate in a wide array of industry verticals including retail, eCommerce, media, and manufacturing. Regent specializes in navigating distressed and complex situations — carve-outs, corporate divestitures, and turnaround opportunities — and driving value through hands‑on operational involvement post‑close.

Position Overview

We are seeking a Director to take a leadership role across the full investment lifecycle — from due diligence and deal analysis through negotiation, close, and post‑acquisition value creation. This is a senior position for an investment professional with a strong buy‑side private equity M&A background who is equally comfortable building a deal thesis, running a diligence workstream, negotiating deal terms, and then rolling up their sleeves to operate and stabilize a business post‑close.

The ideal candidate has deep experience with distressed and special‑situations transactions and has personally been embedded in a portfolio company through a turnaround, not just underwriting one on paper. This role works in close partnership with firm leadership and the Chairman, and will carry significant ownership over deal execution and portfolio oversight from day one.

This is a full‑time role, based 5 days a week in our Beverly Hills office.

Responsibilities

• Evaluate potential investment opportunities against Regent's strategic priorities, developing supporting investment theses and analysis
• Lead and drive the due diligence process on new investments, coordinating internal resources and third‑party advisors (accounting, legal, commercial, operational)
• Build and own detailed, dynamic three‑statement financial models to underwrite acquisitions, including scenario and downside analysis appropriate for distressed assets
• Prepare investment committee materials, internal investment summaries, and presentations synthesizing third‑party and diligence findings for firm leadership
• Participate directly in negotiation of deal terms, purchase agreements, and financing structures alongside firm leadership and outside counsel
• Provide direct financial and operational oversight to newly acquired businesses through transition, integration, and stabilization
• Operate as an embedded resource within portfolio companies during turnaround situations — partnering with management teams on liquidity management, cost structure, and operational restructuring
• Track and report on portfolio company performance against underwriting assumptions, flagging risks and recommending corrective action

Requirements

• 8+ years of relevant experience in private equity, investment banking (M&A/restructuring), or a related buy‑side transaction environment
• Direct buy‑side experience across the full deal lifecycle: financial due diligence, investment analysis, modeling/valuation, and deal negotiation
• Demonstrated experience operating or directly overseeing a portfolio company post‑acquisition — ideally a heavily distressed business managed through an active turnaround
• Strong command of distressed and special‑situations concepts is strongly preferred
• Advanced financial modeling skills, including building fully‑linked, dynamic three‑statement models and company valuations
• Strong understanding of financial statements and valuation methodologies
• Excellent verbal and written communication skills, with the ability to present to firm leadership and the Chairman directly
• High level of professionalism, integrity, discretion, and sound judgment; comfortable operating with significant autonomy
• Ability to manage multiple concurrent workstreams and deadlines in a fast‑paced, lean deal environment
• Graduate with a Bachelor's degree, preferably in business, finance, economics, or a related quantitative field; MBA preferred
• Strong Excel and PowerPoint skills
• Flexibility to travel on a regular basis, at times with short notice

Compensation

$200,000-$300,000 base salary (range dependent on experience) + bonus

This position will be based at Regent’s headquarters in Beverly Hills, California. Additionally, candidates must have flexibility to travel on a regular basis with short notice. Please include salary expectations with your resume.