Strategy Associate

We are a newly formed, dynamic family office with investments across many industries. We actively manage and operate our subsidiaries, while also engaging in consulting work for various start up founders and venture capital firms.

Our team thrives on problem-solving, efficiency, and execution to drive meaningful impact across our holdings and partner relationships.

As a Strategy Associate, you will work closely with our Director of Strategy and General Managers across multiple businesses. You will play a key role in finance, operations, legal, IT, product development, and other strategic initiatives, ensuring that our businesses continue to grow and innovate.

• Market Research & Analysis: Investigate industry trends, especially in accounting/consulting firm M&A, and provide insights to inform strategic decisions.
• Financial Modeling: Build detailed financial models to evaluate potential acquisitions and roll-ups, partnerships, pricing, feasibility, and profitability.
• SOP Development: Establish, document, and refine Standard Operating Procedures to drive operational excellence.
• IT Consulting: Support digital transformation initiatives and advise on technology solutions.
• Human Capital Management: Participate in the hiring, oversight, and development of talent within various subsidiaries.
• Procurement & Cost Optimization: Streamline purchasing processes to achieve cost savings.
• Project Management: Lead and coordinate multiple strategic projects, from consulting engagements to M&A integration.
• Investor & Partnership Relations: Assist in managing business relationships and investor communications.
• Consulting Services: Contribute to client-facing consulting assignments, providing strategic recommendations to external stakeholders.
• Data Analysis & Presentations: Leverage data to generate insights, crafting compelling presentations that support strategic initiatives.
• Execution of Strategies: Carry initiatives through from concept to implementation, ensuring measurable outcomes.

We’re searching for an obsessive builder, resourceful problem-solver, and execution-focused operator who can navigate a range of industries and complex challenges. Specifically, you’re:

1. A Creative Problem-Solver: You devise innovative solutions to multifaceted challenges, from roll-up strategies to tech integrations.
2. A Resourceful Generalist: You adapt quickly to new industries (accounting, consulting, health & wellness) and can handle everything from finance to operations.
3. Tenacious & Persistent: You push through setbacks and maintain focus on long-term goals, whether it’s closing a deal or optimizing a business process.
4. Obsessed with Building: You thrive when taking on new projects from scratch, like a consulting practice or a mergers strategy.
5. Fearless in Complexity: You tackle chaotic situations—be it a start-up environment or M&A integration—and turn them into organized successes.
6. Execution-Focused: You balance creativity with a results-driven mindset, moving initiatives across the finish line on time and with precision.
7. Adaptive & Collaborative: You pivot effortlessly in a fast-paced environment and communicate effectively with team members and external partners.

• Broad Industry Exposure: Contribute to multiple industries and collaborate closely with partners and operators.
• M&A Experience: Get hands-on with accounting/consulting roll-up strategies and see how acquisitions integrate from start to finish.
• Consulting Opportunities: Work with both portfolio companies and external clients, sharpening your advisory skills.
• Leadership Access: Collaborate directly with senior leadership, shaping high-level strategies for various business units.
• Competitive Compensation: Enjoy a comprehensive benefits package, performance-based bonus, and a supportive, growth-oriented environment.

• Interested candidates should submit a resume and a brief cover letter outlining why they’re a strong fit for this role. We look forward to hearing how your passion for building, problem-solving, and execution can drive success in our dynamic family office setting.