The search was proactive, with no immediate challenges identified by the firm. They were looking to grow their team in line with increased investment capacity. 

THE PRIVATE EQUITY FIRM

Heritage Holdings

THE SEARCH REQUIREMENTS

• Deal execution to exit – Lead and manage transactions from origination to successful exit.
• Portfolio operations – Work closely with portfolio companies to drive value creation and operational improvements.
• Board involvement – Opportunity to take a board seat and play a strategic role in portfolio oversight.
• Firm growth – Join a fast-growing Private Equity firm with strong momentum.
• Investment focus – Typical platform investments range from $20M-$30M, with add-ons in the single-digit range.
• Enterprise value (EV) range – Conservative use of debt, with EVs up to approximately $100M.
• Candidate profile – Strong track record in deal execution, financial modeling, and portfolio management.
• Experience – Prior Private Equity, Investment Banking, or Consulting background preferred.
• Leadership potential – Ability to step into board roles and take ownership of investment strategy.
• Location & flexibility – Based in a key financial hub, with potential travel to portfolio companies.

CANDIDATE'S THOUGHTS ON THE SEARCH 

"Haleema was absolutely fantastic to work with from a candidate perspective.  I went from first contact with her to a signed offer letter in under 4 weeks for a position I am extremely excited about.  Haleema is very organized, thorough, and methodical in her process and leaves no stone unturned.  It's rare to work with someone who will actually immediately do what they've said they will (sending out notes to potential firms) and keep everything running smoothly.  After each meeting/call I had she would get my feedback and put next steps into action.  She was a big advocate for me through the process and helped me make the decision that was best for me, not the one that would be best for her.  She's also available at any time of day and super responsive, very impressive considering she is 5-6 hours ahead of me from a time zone perspective.  I would definitely recommend working with Haleema!"

Lauren Morera, Principal, Heritage Holding

THOUGHTS ON THE CANDIDATE

"I have known Lauren for several years when she had her first role in Private Equity, I had always admired her desire to become better, do the right thing for her firm and portfolio companies. She has an incredible track record completing over 50 acquisitions in the same sectors Heritage Holding invest in, this coupled with her experience mentoring others in the firm and ties to MA she is the perfect senior investor to join the team" -

Haleema Hussain, Vice President, Raw Selection