Role Overview
We are looking for a part-time fall semester intern (10-20 hrs per week) to support outbound outreach for our engineering platform. This person will help identify prospective customers, conduct cold calls, qualify leads, update outreach trackers, and support follow-up efforts with contractors, developers, property owners, municipalities, and other potential customers.
This is a hands-on role for someone who is comfortable picking up the phone, learning quickly, staying organized, and representing Heritage professionally. It is a strong fit for a student interested in sales, business development, private equity, entrepreneurship, construction, infrastructure, or engineering services.
Key Responsibilities
Outbound Outreach
Conduct outbound outreach to business owners and executives from target lists developed by the HH team.
Introduce HH, explain our investment approach, and assess owner interest in a potential conversation.
Qualify leads based on predefined criteria and schedule follow-up conversations when appropriate.
Maintain ongoing communication with prospects.
Pipeline Management
Record outreach activity, conversation notes, and next steps within HubSpot CRM.
Maintain organized records of outreach activity and prospect status.
Track outreach metrics including calls made, conversations held, and meetings scheduled.
What You’ll Learn
How to conduct B2B outbound sales and prospecting
How a growing services platform identifies and qualifies new business opportunities
How to communicate with small business owners
Ideal Candidate Profile
The ideal candidate is a self-starter who is not afraid of rejection, enjoys talking to people, and can bring structure to a high-volume outreach effort. They should be coachable, reliable, and eager to learn how business development works inside a growing engineering services platform.
Read LessRole Overview
Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.
Roles & Responsibilities
The Associate will support the investment team across new platform and add-on acquisition opportunities, including:
Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
Building financial models, returns analyses, operating forecasts, and transaction scenarios
Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
Supporting negotiation, financing, closing, and post-close handoff processes
Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
Highly driven, intellectually curious, and detail-oriented
Strong analytical and financial modeling skills
Demonstrated problem-solving ability and sound business judgment
Strong written and verbal communication skills
Ability to manage multiple workstreams in fast-paced transaction processes
Entrepreneurial mindset and willingness to take ownership
Desired Qualifications
3.5 GPA or higher
Demonstrated interest in investing, private equity, M&A, and business ownership
Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
Strong Excel / financial modeling and PowerPoint skills
Read LessRole Overview
Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.
Roles & Responsibilities
The Associate will support the investment team across new platform and add-on acquisition opportunities, including:
Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
Building financial models, returns analyses, operating forecasts, and transaction scenarios
Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
Supporting negotiation, financing, closing, and post-close handoff processes
Assisting with industry research, market mapping, and evaluation of sourced opportunities
Desired Characteristics & Skills
Highly driven, intellectually curious, and detail-oriented
Strong analytical and financial modeling skills
Demonstrated problem-solving ability and sound business judgment
Strong written and verbal communication skills
Ability to manage multiple workstreams in fast-paced transaction processes
Entrepreneurial mindset and willingness to take ownership
Desired Qualifications
3.5 GPA or higher
Demonstrated interest in investing, private equity, M&A, and business ownership
Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
Strong Excel / financial modeling and PowerPoint skills
Read LessAbout the Role
Heritage Holding is seeking a driven and entrepreneurial Sales Development Representative to join our Deal Sourcing team. In this role, you’ll be responsible for identifying and engaging potential opportunities, building relationships with business owners and stakeholders, and helping drive the firm’s pipeline of prospective investments. This is a high-impact position with visibility across the organization, offering the chance to shape sourcing strategy and contribute directly to the firm’s growth.
What You’ll Do
Identify, research, and engage potential acquisition or investment opportunities aligned with Heritage Holding’s criteria
Conduct outbound outreach via email, phone, and LinkedIn to connect with business owners, operators, and intermediaries
Qualify opportunities through thoughtful discovery conversations to understand business fundamentals, goals, and fit
Schedule and support introductory meetings between prospective opportunities and internal stakeholders
Own and refine sourcing strategies, including target lists, messaging, and outreach channels
Partner with internal teams to provide feedback on market trends, outreach effectiveness, and opportunity quality
Maintain organized and up-to-date pipeline tracking and reporting
Contribute to achieving team sourcing and deal pipeline targets
What You Bring
1+ year of experience in sales, business development, recruiting, or a similar outreach-heavy role (experience in high-growth environments is a plus)
Demonstrated experience, interest and results in high-volume cold calling is highly preferred
Strong communication skills with the ability to build trust quickly and engage a range of stakeholders
High emotional intelligence and ability to navigate nuanced conversations with business owners
Motivation to be part of a team focused on sourcing and evaluating new opportunities
Read LessAbout the Role
Heritage Holding is seeking a driven and entrepreneurial Sales Development Representative to join our Deal Sourcing team. In this role, you’ll be responsible for identifying and engaging potential opportunities, building relationships with business owners and stakeholders, and helping drive the firm’s pipeline of prospective investments. This is a high-impact position with visibility across the organization, offering the chance to shape sourcing strategy and contribute directly to the firm’s growth.
What You’ll Do
Identify, research, and engage potential acquisition or investment opportunities aligned with Heritage Holding’s criteria
Conduct outbound outreach via email, phone, and LinkedIn to connect with business owners, operators, and intermediaries
Qualify opportunities through thoughtful discovery conversations to understand business fundamentals, goals, and fit
Schedule and support introductory meetings between prospective opportunities and internal stakeholders
Own and refine sourcing strategies, including target lists, messaging, and outreach channels
Partner with internal teams to provide feedback on market trends, outreach effectiveness, and opportunity quality
Maintain organized and up-to-date pipeline tracking and reporting
Contribute to achieving team sourcing and deal pipeline targets
What You Bring
1+ year of experience in sales, business development, recruiting, or a similar outreach-heavy role (experience in high-growth environments is a plus)
Demonstrated experience, interest and results in high-volume cold calling is highly preferred
Strong communication skills with the ability to build trust quickly and engage a range of stakeholders
High emotional intelligence and ability to navigate nuanced conversations with business owners
Motivation to be part of a team focused on sourcing and evaluating new opportunities
Read LessTalent Acquisition Coordinator
Location: Boston, MA (Hybrid)
Position Overview
The Talent Acquisition Coordinator will support full-cycle recruiting efforts across multiple portfolio companies. This role is highly hands-on and offers exposure to sourcing, candidate evaluation, interview coordination, and recruiting operations within a fast-paced entrepreneurial environment. The ideal candidate is highly organized, detail-oriented, and eager to build a career in talent acquisition, recruiting, or human resources. This individual will work closely with the Talent Acquisition team and company leadership to help attract and hire top talent.
Responsibilities
Recruitment Support
Support full-cycle recruiting efforts across Heritage Holding's portfolio companies
Post and manage job advertisements across various job boards and recruiting platforms.
Source candidates through LinkedIn, Indeed, referrals, and other recruiting channels.
Conduct initial candidate outreach and screening calls.
Maintain accurate candidate records within the applicant tracking system - Ashby.
Review resumes and identify qualified candidates for open positions.
Maintain candidate communication throughout the hiring process
Conduct reference checks and assist with offer preparation.
Candidate Experience
Serve as a primary point of contact for candidates throughout the interview process.
Ensure timely communication and follow-up with applicants.
Maintain a professional and positive candidate experience from application through onboarding.
Recruiting Operations
Track recruiting metrics and hiring activity.
Maintain recruiting pipelines and candidate databases.
Assist with onboarding coordination for new hires.
Support process improvements and recruiting initiatives.
Prepare hiring reports and recruiting updates for management.
Employer Branding & Administrative Support
Assist with maintaining company career pages and job board profiles.
Support recruiting-related content and employer branding initiatives.
Assist with newsletters and internal communications as needed.
Qualifications
Bachelor's degree in psychology, human resources, business, or a related field
0–1 years of experience in recruiting, human resources, administration, customer service, or a related field including internships
Strong organizational and time management skills.
Excellent written and verbal communication skills.
High attention to detail and ability to manage multiple projects simultaneously.
Proficiency with Microsoft Office and Google Workspace.
Experience with LinkedIn, ATS platforms, or recruiting tools is a plus.
Professional, dependable, and able to handle confidential information with discretion.
Preferred Traits
Strong work ethic and willingness to learn.
Comfortable working in a fast-paced environment.
Self-starter who takes initiative and follows through on tasks.
Positive attitude and strong interpersonal skills.
Interest in recruiting, talent acquisition, and human resources.
What You'll Gain
Exposure to recruiting across multiple industries and portfolio companies.
Experience with full-cycle talent acquisition processes.
Direct mentorship from recruiting leadership.
Opportunity for growth into a Talent Acquisition Specialist or HR role.
Read Less