Position: Investment Associate located in Minnetonka, Minnesota

Carlson Private Capital Partners (“CPC”) is a direct investment firm formed by the Carlson family to invest in market-leading businesses best served by a financial partner focused on long-term value creation. Our patient and flexible capital offers significant advantages over traditional private equity firms without sacrificing the speed, sophistication or access to resources. Through a committed capital base, we target majority and significant minority equity investments of $20 to $100 million into leading businesses with $8-$50 million in EBITDA.

CPC is inherently different than traditional private equity. We combine the expertise and resources of a best-in-class institutional investor with the heritage, long-term orientation and flexibility of a family investment firm. This combination allows us to work with founders, families and management to meet the unique needs of closely held businesses. We design tailored solutions that preserve legacies, enhance communities, grow employment, and position the business for long-term success.

Our investment platform was formed by the Carlson family, a family deeply rooted in a legacy of entrepreneurship and operational excellence with a long-standing connection to the Midwest. Our team builds on the Carlson family’s long legacy as an owner and operator of businesses dating back to Curt Carlson’s founding of Gold Bond Stamps in 1938. The family’s multi-billion-dollar portfolio has included global, industry-leading businesses such as Carlson Wagonlit Travel, the Radisson Hotel Group (divested in 2016), and TGI Fridays (divested in 2014).

Job Description
Carlson Private Capital Partners is seeking outstanding candidates for a pre-MBA Associate position. Based in Minnetonka, Minnesota, the Associate will be an integral member of a small, collaborative investment team and will have a broad range of responsibilities involving all phases of private equity investing including developing investment themes, participating actively in the firm’s strategic relationships and deal sourcing, underwriting and portfolio management.

Primary Responsibilities

• Primary and secondary research to support the development and execution of investments
• Support all aspects of diligence and transaction process, including working with deal intermediaries and company management through investment sourcing and underwriting
• Conduct detailed financial analyses and build financial models
• Drafting diligence summaries and investment presentations for the investment committee
• Provide analytical support to portfolio companies and assist with portfolio add-on transactions

Qualifications

• Consistent track record of high achievement, both professionally and academically
• Two to three years of experience at a top-tier investment bank or private equity firm
• Relationship-oriented team player with excellent interpersonal skills
• Superior analytical skills and strong detail-orientation
• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint)
• Desire to be a part of a small, entrepreneurial team with ability to handle a wide range of responsibilities and function with minimal supervision

Start Date: Summer 2027

Interested candidates should send a resume and cover letter to aholmer@carlsonprivatecapital.com by November 7th.