Lead Debt Recap + Legal Reorganization for a Unique, Profitable Holding Company

We are a unique holding company that builds customer acquisition solutions for several leading DTC brands. We own two unique businesses: 1) Tech-enabled marketing services, 2) Leading marketplace for subscription products. We also have a small investment portfolio of seed-stage DTC companies. The business is on track to do high 7/low 8 figures in EBIT this year.

There’s a larger opportunity to be the first non-founder employee of the “holdco” helping us shape the thesis, vision, and structure as we pursue M&A opportunities & grow the core businesses.

For now, we are looking for help in two specific areas:
1. Leading a debt recap of a strategic investor. We plan to raise $15-20M in debt financing
- Build/Own the deck with input from founders
- Build/Own the financial model with input from founders/finance team
- Own CRM/process of investor conversations

2. Project management to legally re-organize as a holding company/operating company structure - track and manage to-dos across legal, finance and people


The ideal candidate has a mix of investment banking, buyside and entrepreneurial experience. You have built several investment decks, models and run competitive processes in the past. You bring a POV to your work and clear recommendations ranging from how to structure a slide to which debt-partner will be more strategic. You can run quick analyses and you love the hunt. You want to learn a ton and keep growing yourself.

Preference to SF candidates