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Mereo Capital Partners – Private Equity Associate Opportunity

Company Overview

Mereo Capital Partners (“Mereo”) is a private equity firm that makes value-oriented control and special situation investments in U.S. lower-middle market companies. Headquartered outside of Philadelphia, Mereo’s partners have deep and complementary experience across private equity, private credit, and special situations. Mereo leverages its in-house resources and network of operating partners and industry experts to assist management teams in creating long-term value.


Job Overview

As an Associate on the Investment Team, you will be responsible for leveraging your private equity, investment banking, lending, or similar experience to support the analysis, evaluation, and execution of private equity investments. This role presents an excellent opportunity to contribute to investment decision-making processes and gain valuable exposure in the private equity industry. 


Responsibilities

In the role of Private Equity Associate, you will be responsible for the following:

  • Assisting in the sourcing, initial screening and execution of potential investment opportunities 
  • Building complex financial models to analyze investment returns and conduct various valuation analyses
  • Monitoring and analyzing portfolio company performance and assisting management teams in analysis around strategic initiatives
  • Supporting the preparation of investment memoranda and presentations for internal and external stakeholders
  • Participating in market research and industry analysis to identify potential investment themes and opportunities
  • Assisting in the preparation of investor reporting and presentations for fund updates
  • Contributing to the development and enhancement of investment processes and tools
  • Supporting ad-hoc projects and initiatives as assigned by senior team members

Qualifications

To be considered for the Private Equity Associate role, you should have:

  • A bachelor’s degree with demonstrated track record of academic success
  • 1-3 years relevant experience in private equity, venture capital, investment banking, lending, or similar role
  • Process management and strong technical/modeling skills
  • Self-starter with a solid work ethic and bias for action/high level of initiative
  • Ability to communicate ideas clearly and manage relationships with all stakeholders (eg investors, executives, advisors, etc)
  • High level of professional maturity and integrity; comfortable working both autonomously and with others
  • Excellent organizational skills, attention to detail, and ability to multitask
  • Desire to work in an entrepreneurial, fast-paced, and deadline-driven environment
  • Visa sponsorship for work authorization is not available for this position
  • Must be willing to relocate to the Philadelphia area and work in the office minimum of four days per week

Interested parties should send a resume to Adam Bowie (abowie@mereocap.com) with the subject “Private Equity Associate Opportunity.”

SCOTTIE MILLER

ASSOCIATE

Prior to Mereo, Scottie was an Investment Banking Analyst in the Global Healthcare Group at Jefferies, where he executed on various mergers and acquisitions and capital raising initiatives. Notably, his deal experience includes the sale of Dental Care Alliance, a leading multi-specialty dental support organization, to Mubadala Investment Company.
Scottie graduated summa cum laude from Bucknell University with his BS in Accounting and Finance.

JOHN MATTHEWS

SENIOR ASSOCIATE

John worked most recently at Hamilton Lane as a Direct Investment Analyst, evaluating equity and credit co-investment opportunities. John previously interned for Susquehanna Private Capital and LMZ Partners. John received his BBA from Temple University.

ADAM BOWIE

PRINCIPAL

Prior to Mereo, Adam worked for L2 Capital Partners executing control investments across a variety of industries in the lower middle-market and supporting portfolio companies on high-impact strategic initiatives. Previously, Adam was an investment banker covering diversified industrial companies in Citigoup’s Global Industrials Group. Before transitioning to a career in finance, Adam served as a Ground Intelligence Officer in the United States Marine Corps. Adam earned his MBA in finance and management from NYU Stern and his BBA from Temple University.

GIORGIO BOERO

CHIEF FINANCIAL OFFICER

Giorgio most recently served as CFO of Silver Star Opportunity Partners and as a consultant for Financial Advisers Partnership. Previously, he worked at Silvermine Capital Management as the firm’s CFO. Prior to Silvermine, Giorgio was the CFO of TCW Advisors, Inc. Private Equity Fund, specializing in Latin American middle-market companies. Giorgio received his Master’s in Professional Accountancy from the University of Buenos Aires.

JOHN O'HARE

CO-FOUNDER, PARTNER

Prior to Mereo, John was a senior professional at Tortola Advisors, where he provided operational turnaround services to middle-market companies. Previously, John was Co-Portfolio Manager at Saybrook Corporate Opportunity Funds. While at Saybrook, he served on the boards of directors of six portfolio companies. John received his BA from the University of Illinois and his MBA from Vanderbilt University.

RICH KURTH

CO-FOUNDER, MANAGING PARTNER

Rich most recently served as Co-Head of the Man Group’s Leveraged Credit strategy. Rich previously sold Silvermine Capital Management, a credit hedge fund he co-founded, to the Man Group. Prior to founding Silvermine, Rich was founding member, portfolio manager, and head trader of TCW’s Senior Loan and Bank Debt Group. Rich received his BS in Business Administration from The Citidel, The Military College of South Carolina.

LEO HELMERS

CO-FOUNDER, MANAGING PARTNER

Leo is the founder of three investment strategies: Susquehanna Private Capital, a middle-market buyout fund; LMZ Partners, a family office focused on lower middle-market control buyouts; and Carlyle Mezzanine Partners, the mezzanine funds of The Carlyle Group. Previously, he worked at Crescent Capital, the Mezzanine investment platform of TCW. Leo has recently served on the boards of several portfolio companies, including McNally Ind., SPC Dermatology, Sunrise Transportation, LeverPoint Management and Long Island Veterinary Specialists. Also, Leo was recruited to chair the board of Plews, Inc. in a successful turnaround.