Private Equity Associate – Industrial Succession Group

Pen Manufacturing (Formerly Pendarvis Manufacturing); Anaheim (CA); Remote; USD 70,000 - 110,000; Full time

Job summary

An innovative firm is seeking a Private Equity Associate to join their entrepreneurial team. This role offers the chance to engage deeply with business owners, crafting tailored succession plans while ensuring the legacy of each company. You'll be involved in sourcing, due diligence, and post-acquisition strategies, making a tangible impact on small businesses and their communities. With a focus on integrity and long-term value creation, this position provides the opportunity for ownership and growth in a remote-first environment, where your contributions will shape the future of private equity and small business ownership.

Benefits

Flexibility & Autonomy

Growth & Mentorship

Mission-Driven Work

True Impact

Qualifications

• 2-5 years of experience in private equity, investment banking, consulting, or operations.
• Strong analytical skills and a people-first approach to business.

Responsibilities

• Identify and evaluate acquisition targets and conduct due diligence.
• Support deal execution and work with management teams at portfolio companies.

Skills

Financial Analysis

Modeling

Due Diligence

Deal Execution

Communication Skills

Operational Metrics

Education

Bachelor’s degree in Business

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Engineering

MBA or advanced degree

Tools

Excel

Job description

Private Equity Associate – Industrial Succession Group

About ISG

At Industrial Succession Group, we do things differently. We are not your traditional private equity firm—we are long-term stewards of industrial businesses. Our mission is to acquire and grow strong, values-driven companies, with the commitment of never selling. We offer owners a permanent home for their business, one that honors their legacy, supports their team, and builds a future that lasts. As a PE Associate, you’ll play a pivotal role in identifying, acquiring, and supporting the success of these businesses—working side-by-side with operators, owners, and employees.

Job Title: Private Equity Associate
Department: Investments & Operations
Location: Remote (with travel to portfolio companies)
Job Type: Full-Time
Salary: Competitive, with performance-based incentives

Why This is the Perfect Role for You:

This is more than an investment role—it’s a chance to build something enduring. You’ll be a key part of a small, entrepreneurial team that works hands-on with business owners to craft tailored succession plans and then embed within those companies to help grow them sustainably. You’ll gain deep operational exposure, ownership responsibility, and the opportunity to shape not just investments—but legacies.

What You’ll Be Doing:

• Sourcing and Diligence: Proactively identify and evaluate acquisition targets, conduct due diligence, build financial models, and assess operational fit and cultural alignment with our mission.
• Deal Execution: Support all aspects of the deal process including negotiations, legal documentation, and close coordination with sellers and advisors.
• Post-Acquisition Involvement: Work directly with management teams at our portfolio companies to support strategy, operations, and growth initiatives.
• Legacy Preservation: Partner with business owners to ensure a smooth transition that honors their legacy—no layoffs, no relocations, and no corporate bureaucracy.
• Cross-Functional Support: Collaborate with team members on everything from process improvement to team development to long-term strategic planning.
• Travel as Needed: Visit portfolio companies regularly to build relationships, understand operations, and help lead value creation from the ground up.

What We’re Looking For:

• Analytical & Strategic Thinker: Strong modeling, financial analysis, and business evaluation skills—able to connect the dots and see the bigger picture.
• Entrepreneurial Spirit: You’re excited by ambiguity, ready to roll up your sleeves, and passionate about creating long-term value in the real economy.
• Operational Curiosity: Interest in what makes small businesses work—from shop floor operations to leadership dynamics to market positioning.
• People-First Approach: You understand the importance of legacy, culture, and community, and want to protect and grow the people behind the businesses we acquire.
• Exceptional Communicator: Strong verbal and written skills to build trust with owners, operators, and team members alike.

Qualifications:

• Education: Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field. MBA or advanced degree is a plus, but not required.
• Experience: 2–5 years of experience in private equity, investment banking, consulting, or operations. Prior exposure to lower-middle-market deals or industrial sectors is highly valued.
• Skills: Proficiency in Excel, financial modeling, due diligence, and deal execution. Familiarity with operational metrics, KPIs, and growth strategy.

Why Industrial Succession Group?

• Mission-Driven Work: We’re building a new model of responsible ownership. You’ll be part of a team that values integrity, humility, and long-term thinking.
• True Impact: Your work directly affects small business owners, their employees, and their communities. This is private equity with purpose.
• Ownership Mindset: Take real responsibility from day one. You won’t just advise or analyze—you’ll help lead and grow the businesses we acquire.
• Growth & Mentorship: Work closely with experienced investors and operators committed to your development. You'll get the breadth of exposure usually reserved for much more senior roles.
• Flexibility & Autonomy: Enjoy a remote-first culture with frequent travel to the companies you help build. No bureaucracy—just ownership and action.

Ready to Redefine Private Equity?

If you're ready to move beyond the traditional deal cycle and help create a new kind of enduring investment platform, Industrial Succession Group is your home. Join us in reshaping the future of small business ownership—one company at a time.

Apply today and be part of building businesses that last generations.

Industrial Succession Group is an equal-opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.