Investment Associate

The role

This person will own the investment execution process end to end for majority buyout transactions in enterprise software. They will lead due diligence, build financial models, and write Investment Committee memos.

What you will do

• Lead financial and operational due diligence on acquisition targets.
• Build comprehensive financial models covering unit economics, SaaS KPIs, valuation, and operating leverage.
• Run quality of earnings analyses and own the net working capital bridge and indebtedness definitions.
• Write and present Investment Committee memos.
• Assess and synthesize deal terms and majority buyout structures.
• Collaborate with legal, finance, and operations teams to drive deal execution and post-close integration planning.
• Develop retention analyses and customer cohort work to evaluate pipeline health.

Required qualifications

• 3 to 5 years of experience in private equity, growth equity, or investment banking with direct deal execution exposure.
• Has run a full diligence process and contributed directly to a closed transaction.
• Deep understanding of enterprise software and SaaS business models.
• Strong financial modelling skills across LBO, DCF, and SaaS-specific KPI frameworks.
• Can write a clear, concise IC memo that stands on its own without being walked through.

Nice to have

• Experience with majority buyout structuring and complex transaction terms.
• Prior exposure to post-acquisition integration planning.
• Software-focused PE or growth equity background.

Benefits

• Competitive base with bonus and meaningful carry participation.
• Direct ownership of deal execution with exposure to the full lifecycle.

About the company

Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses.