Investment Partner (Mid-Market PE Fund) - South West

Competitive base + carried interest / performance-linked incentives - Transformation Associate Network
Ref: 823 Date Posted: Wednesday 12 Nov 2025

Investment Partner – South West

Location: Bristol (with regional remit across the South West)
Compensation: Competitive base + carried interest / performance-linked incentives
Firm Type: Mid-Market Private Equity Fund

 

The Opportunity

A highly regarded mid-market Private Equity Fund is establishing a presence in the South West to capitalise on one of the UK’s most vibrant and under-served growth markets. With a proven national track record and significant committed capital, the firm is now seeking to appoint an Investment Partner to lead and scale its regional investment activity.

This is a rare opportunity to build and lead a regional franchise – shaping strategy, driving origination, and developing long-term relationships with founders, advisors and investors across the South West ecosystem.

 

Key Responsibilities

Origination & Market Development

  • Build and lead the South West investment presence, developing a strong deal pipeline across the mid-market (typically £10–100m EV range).

  • Establish and nurture relationships with corporate finance advisors, banks, entrepreneurs, management teams, and the local PE/VC network.

  • Represent the Fund as a visible and credible investor across the South West business community.

Deal Execution

  • Lead transactions from end-to-end: evaluation, structuring, negotiation and execution.

  • Manage due diligence, external advisors and internal approval processes.

  • Work closely with management teams to design growth strategies and create long-term value.

Portfolio Management

  • Act as Board representative for portfolio companies, supporting strategic initiatives, bolt-ons, and exit planning.

  • Drive post-investment value creation through active partnership with leadership teams.

  • Monitor performance and risk, ensuring alignment with fund objectives.

Leadership & Growth

  • Develop and grow a regional investment team over time.

  • Contribute to the fund’s national investment strategy and cross-portfolio collaboration.

  • Uphold the firm’s values of partnership, integrity and long-term value creation.

 

Candidate Profile

  • A senior investment professional (typically Investment Director, Partner or Head of Office level) with a proven track record in UK mid-market Private Equity or Growth Capital.

  • Deep personal and professional network across the South West corporate finance and investment community.

  • Strong origination instincts and ability to identify high-quality investment opportunities.

  • Demonstrable success leading deal execution and portfolio management across multiple sectors.

  • Background likely to include Corporate Finance, M&A, Transaction Services, or Principal Investing.

  • Collaborative leadership style, commercial gravitas, and entrepreneurial mindset suited to building a new regional platform.

 

Why Apply

  • Lead the build-out of a new South West investment hub with genuine autonomy.

  • Work within an established national mid-market platform with substantial dry powder.

  • Shape a long-term investment franchise aligned to your regional network and reputation.