The Heritage Group
  • Strategy + M&A Group
  • Indianapolis, IN, USA
  • Full Time

Job Summary:

The Heritage Group (THG) is a family-owned business that over the past 80+ years has built a diverse set of prominent, growth-oriented private and public companies. As a key thought leader and resource for THG, the Strategy and M&A (S+M&A) team is charged with portfolio oversight, including strategy development and add-on acquisitions, as well as new platform investments.


Our team continues to grow, and the Marketing Research & Strategy team member will be a key part of our S+M&A team. This critical role will assume a diverse set of responsibilities including industry and market research, identification of new sectors for investment, business strategy and financial analysis. In addition to being a prolific writer who prides him or herself on thoughtful and eloquent communication, the ideal candidate possesses superior research skills, including the ability to distill large amounts of industry, market, and financial information into actionable takeaways. These conclusions would be presented in a wide range of outputs such as presentations, written reports and financial models, with an emphasis on displaying data graphically and translating complex findings into salient text. This individual would be known as the go-to thought leader to help spur discussions around future trends as well as how our businesses must adapt within ever-changing markets. The individual will have exposure to the entire deal process while interacting with employees across The Heritage Group, including both the CEO and the President of THG.




  • Prepare written reports, presentations, pre-read materials, and board books for senior executives on a broad level of research and analysis on topics such as business strategy, markets, competitors, future trends, etc. Specifically:


  • For New Investment Opportunities:
    • Collect, analyze, and interpret company and industry data to facilitate recommendations of new target
    • Conduct research on sector of target investments, including size, growth rates, key competitors, competitive dynamics, ability to differentiate, etc.
  • For existing businesses:
    • Gather public and private market data on competitors and analyze their prices, sales, method of marketing and distribution, and maintain databases to allow for historical trend
    • Identify, track, and interpret key trends and statistics in support of our companies' efforts to win within an ever-changing marketplace.
    • Develop pre-read materials for meetings involving senior executives of top existing or prospective customers as well as potential add-on acquisitions, and recommendations regarding potential opportunities to
  • Establish and maintain relationships with internal and external industry thought leaders, equity research analysts, trade and professional organizations that enables all the


Relevant Skills:


  • Strong research skills, including ability to distill large amounts of information into salient
  • Strong analytical and critical thinking
  • Ability to mine and analyze data and subsequently translate information to business
  • Resourcefulness
  • Excellent written and verbal communication abilities.
  • Desire to consistently contribute to projects and support new
  • Courage to take initiative in unfamiliar or ambiguous
  • Strong attention to detail.
  • Willing to work irregular hours, at times, to meet project deliverables from senior and board member




  • Bachelor's degree. An MBA is an added benefit, but is not
  • A minimum of three (3) years of work experience in market research, equities research, financial analyst, or similar industry consulting roles.
  • Proficient in MS PowerPoint, Word, and



About the Company:


For over 80 years, The Heritage Group has managed a diverse set of prominent companies involved in the highway construction, environmental services, oil refining & specialty chemicals, and fuel distribution industries. This vast experience combined with a team management style, allows for the diversity of a large conglomerate and the personal service of a smaller, customer-focused organization. THG is a growth-oriented company with operations in North America, Europe and Asia and a customer network that spans the globe. As a family-owned business, a long- term financial approach and conservative investment philosophy has placed THG on a solid foundation to pursue growth opportunities as they appear. The organization has a creative culture, always searching for opportunities and researching industry-changing solutions. The company has grown impressively over the past 30 years both organically and by acquisition, often turning around distressed businesses.


THG's growth has been enabled by a positive culture comprised of the following characteristics: entrepreneurial and decentralized, lean and nimble, informal and non-hierarchical, loyal and supportive. THG is a builder of businesses and is well positioned financially to continue to grow effectively.


Our Mission:

We turn big challenges into even bigger opportunities. We're a family of relationship builders, problem solvers and opportunity-seekers who aim to make a difference in the world.


What We Do:

We have the unique ability to combine diverse assets and capabilities in inventive ways to solve tough problems.


How We Serve:

We're always asking "what can we do better and different?" And "what aren't we doing that we should be doing?"

Through ongoing action and dialogue, and a lot of patience, we continuously pursue the chance to build

long-term value for all involved.

The Heritage Group
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