SBIC Investment Partner / Senior Level Executive We are seeking a senior investment professional with a proven track record of sourcing, underwriting, and managing successful investments who meets, or is capable of meeting, the SBA’s qualifications for an SBIC Qualified Principal. This is an opportunity to join an experienced team and be involved across the full investment lifecycle, from sourcing and underwriting to closing and working with portfolio companies. We are looking for someone who enjoys investing in small and lower-middle-market businesses and building lasting relationships with business owners, management teams, and sponsors. The role offers significant autonomy, a meaningful voice in investment decisions, and the opportunity to help shape the continued growth of an established investment platform.
Responsibilities:
Serve as a voting member of the Investment Committee, evaluating new investments, follow-on opportunities, valuations, and portfolio company developments.
Manage investments throughout their lifecycle, from initial sourcing and underwriting through closing, ongoing portfolio management, and exit.
Develop and maintain relationships with private equity sponsors, investment bankers, lenders, and other deal sources to generate new investment opportunities.
Work closely with portfolio company management teams and sponsors to monitor financial performance, address challenges, and identify opportunities for growth.
Collaborate with a small investment team, contributing to both strategic decisions and day-to-day investment activities.
Mentor junior investment professionals and contribute to the continued growth and development of the firm.
Support the firm's ongoing compliance with SBA requirements.
Qualifications:
20+ years of experience in lower-middle-market mezzanine investing, private credit, private equity, or a related investment discipline, including investments in small businesses with annual revenue of $10 million to $100 million and EBITDA of $3 million to $10 million. Proven track record of sourcing, underwriting, structuring, executing, and managing investments in small and lower-middle-market businesses. Must be able to provide a detailed, verifiable investment track record for review by the U.S. Small Business Administration (SBA).Established relationships with private equity sponsors, lenders, intermediaries, and other participants in the lower-middle-market investment community. Excellent communication and relationship-building skills, with the ability to work effectively with investment partners, management teams, and other stakeholders. Flexible and adaptable, with a willingness to take on a variety of responsibilities as the firm continues to grow. Must be willing to undergo the extensive background investigation required by the SBA, including FBI background checks. Bachelor's degree required. Advanced degree or professional designation preferred.
About Us:
We are an established Small Business Investment Company (SBIC) with a long history of investing in U.S. small and lower-middle-market businesses. We currently manage approximately $150 million in assets, with plans to grow to $250 million over the next several years. Our investments primarily focus on established businesses with annual revenue of $10 million to $100 million and EBITDA of $3 million to $10 million, consistent with our focus on small businesses under SBA guidelines. We primarily provide debt financing, with occasional minority equity co-investments. We are a small, experienced team that values thoughtful decision-making, collaboration, and long-term relationships. Our structure allows us to take a patient approach to investing and focus on building successful partnerships with management teams, business owners, and sponsors.
Compensation & Benefits:
We offer a competitive compensation package that includes base salary, annual incentive compensation, and a comprehensive benefits package including medical, dental, vision, disability, and life insurance, 401K with a company match, paid time off, and financial wellness program. Compensation will reflect the successful candidate’s experience, qualifications, and investment track record. Location This position may be based in our Minneapolis, Minnesota office or remotely within the United States. Remote employees will be expected to travel to our Minneapolis office no less than once per quarter. Interested? If you are interested in learning more about this opportunity, please send your resume and a brief introduction. We will make reasonable efforts to maintain confidentiality of applicant inquiries and application materials.