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

Comprehensive benefits package (Health, Dental, Vision, 401k, profit sharing)

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 executing new platform investments, add-on acquisitions for portfolio companies and value creation initiatives across the THG portfolio.


Our team continues to grow, and the Senior Associate will be a key part of our S+M&A team. This critical role will assume a diverse set of responsibilities including 1) evaluating and executing new platform acquisitions, 2) participating in value creation initiatives within the THG portfolio, including add-on acquisitions and strategic planning, 3) conducting industry research and market analysis in support of new investments and investment strategies and 4) working on other special projects for the THG S+M&A team. 


In executing the responsibilities outlined above, the Senior Associate will be expected to apply critical thinking, ask questions and form judgments, with an emphasis placed on the ability to master the details while also seeing the big picture. The ideal candidate will have already mastered financial modeling and analysis and will be adept at synthesizing diligence information from multiple sources and contributing a reasoned opinion on deal merits and risks. As a small group, we encourage one another to respectfully challenge the thinking of others, and this individual must be comfortable sharing an alternative viewpoint.


Other Requirements and Relevant Skills

  • Bachelor's degree with high academic achievement
  • At least 2 years of M&A investment banking or transaction advisory services diligence experience at an accounting firm.
  • Expertise in building robust financial models
  • Strong research skills, particularly as it relates to conducting industry and company diligence
  • Capable of mining and analyzing large amounts of data and distilling into salient conclusions
  • Strong project management skills, particularly as it relates to managing third-party workstreams
  • Experience in industrial companies is preferred, but not required


Attributes and Expectations

  • Unquestionable level of integrity
  • Willingness to get into detailed financial and other information regardless of title/level
  • Naturally inclined to put the team before personal interests and celebrates group achievement over individual performance
  • High standards - deliver work product with minimal or no mistakes
  • Excellent verbal and written communication abilities
  • Proactive in determining next steps in a project and recommending a course of action
  • Resourcefulness
  • Strong organizational skills and detail orientation
The Heritage Group
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