Director, M&A and Portfolio Improvement

REGENT; Los Angeles (CA); On-site; USD 250,000 - 300,000; Full time

Job summary

Regent is seeking a Principal to lead the full investment lifecycle, from due diligence to post-close value creation. The role emphasizes hands-on involvement in turnaround situations and close collaboration with firm leadership and the Chairman.

This is a senior, full-time position based in Beverly Hills. Ideal candidates have deep distressed‑situations experience and a proven ability to manage deal execution while operating portfolio companies post‑acquisition.

Qualifications

• 10+ years of relevant experience in private equity, investment banking (M&A/restructuring), or a related buy-side environment.
• Direct buy-side experience across the full deal lifecycle: financial due diligence, investment analysis, modeling/valuation, and deal negotiation.
• Experience overseeing a portfolio company post-acquisition, ideally a distressed turnaround.
• Strong understanding of distressed and special-situations concepts preferred.
• Advanced financial modeling skills with fully-linked three-statement models.

Responsibilities

• Evaluate potential investment opportunities against Regent's strategic priorities, developing investment theses and analysis.
• Lead and drive the due diligence process on new investments, coordinating internal resources and third-party advisors.
• Build and own dynamic three-statement financial models to underwrite acquisitions, including scenario analysis.
• Prepare investment committee materials and summaries for leadership.
• Negotiate deal terms, purchase agreements, and financing structures with leadership and outside counsel.
• Provide direct financial and operational oversight to portfolio companies through transition and stabilization.
• Act as embedded resource within portfolio companies during turnaround, guiding liquidity, costs, and restructuring.
• Track portfolio performance against underwriting assumptions and flag risks.

Skills

Financial modeling

Due diligence leadership

Deal negotiation

Education

Bachelor's degree in business/finance/economics

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 Principal 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

• 10+ 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

$250,000-$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.