Senior Investment Associate, Legalist
Private Equity
Technology-powered investment firm
Job no longer available
Technology-powered investment firm
21-100 employees
Job no longer available
21-100 employees
Company mission
To level the playing field in litigation by helping plaintiffs in meritorious lawsuits see justice.
Role
Who you are
- Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
- 6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
- Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
- Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
- Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
- Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
- Thrives in a fast-paced, entrepreneurial environment
What the job involves
- Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
- Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
- Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
- Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
- Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
- Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Our take
Legalist was founded to empower small and medium-sized businesses to access justice usually available only to the largest companies. It does this by investing in meritorious lawsuits - leveraging legal knowledge, tech and data to do so.
The company uses data from millions of court records to power its investment, vetting meritorious legal cases for investment based on the likelihood of winning. This takes into account factors such as the judge, lawyers, court type, and other details. Through this approach, the firm can generate returns for its clients while also providing capital to the lawyers and plaintiffs who need it most.
The company now manages over $1.5B in technology-enabled alternative investments. Due to a surge in demand, the company expects to continue accelerating its year-on-year growth - enabling it to further carve out a strong presence in the alternative assets market.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-17% employee growth in 12 months
Company
Funding (2 rounds)
Sep 2019
$100m
EARLY VC
Dec 2016
$0.2m
SEED
Total funding: $100.2m
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Eva Shang
(Co-Founder & General Partner)After dropping out of Harvard, Eva founded Legalist at the age of 20, leading the startup through Y Combinator's S16 accelerator program. She has served as CEO since 2016.
Christian Haigh
(Co-Founder)Christian is currently the CEO at Compound. Previously, he was Curator at TEDxHarvard College.
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