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Access Holdings is a next-generation alternative asset manager providing investors with access to the lower-middle market. Founded in 2013, Access Holdings has approximately $2.3 billion in assets under management. The firm implements its systematic research and data-driven operating model - The Access Edge - to partner with lower-middle market businesses in industries essential to economic growth and resilience. For more information, please visit www.accessholdings.com . POSITION OVERVIEW   Access Holdings is building Access Holdings Capital Markets (AHCM), a new registered broker-dealer anticipated to receive FINRA approval in July 2026. AHCM will serve as a fully integrated capital markets platform supporting the firm's lower-middle market strategy, including M&A advisory and capital raising, while also expanding to serve third-party clients over time.   Access Holdings is seeking a Principal for Access Holdings Capital Markets (AHCM), an entrepreneurial, licensed securities professional (Series 24 and Series 79) who will partner with the Head of the Broker-Dealer to build and scale AHCM, while operating with the independence and authority to own initiatives, drive outcomes, and lead the platform as it matures. This is a rare opportunity to help build an institutional-quality broker-dealer from the ground up within a well-capitalized, growth-stage alternative asset manager. The right candidate combines deep broker-dealer operational and compliance expertise with credit capital markets fluency, a commercial mindset, and the entrepreneurial drive to build something enduring. The Principal reports to Chris Blackwell, Partner and Head of AHCM.   In addition to broker-dealer leadership responsibilities, the Principal will lead the Access Holdings Credit Capital Markets team, organizing and leading all third-party financing efforts for new platform formation as well as portfolio company add-on financing initiatives.   KEY RESPONSIBILITIES   Develop the Broker-Dealer Platform   Partner closely with the Head of the Broker-Dealer to shape and execute AHCM's strategy, operating model, and market positioning   Drive the buildout of platform infrastructure, team, and culture as AHCM moves from registration through early growth   Own and drive decisions around service design, commercial prioritization, and platform development   Establish and grow AHCM’s presence and reputation within the lower-middle market ecosystem   Lead M&A Advisory and Capital Markets Execution   Partner with the Head of the Broker-Dealer and Access deal teams to originate and lead buy-side and sell-side M&A advisory mandates   Own capital markets execution including debt and equity capital raising for portfolio companies and third-party clients   Build and own transaction execution playbooks and engagement models as the platform matures   Lead private debt financing processes across the capital structure, including cash flow modeling, risk scenario analysis, and preparation of underwriting memorandums for internal investment committee review   Cultivate and own relationships with leading middle market banks and private credit firms active in leveraged finance and  unitranche  transactions; develop go-to-market lender materials and lead all third-party debt financing engagement for portfolio companies and third-party clients   Grow the Commercial Platform   Identify , develop, and own third-party client opportunities and service offerings   Define and execute AHCM’s go-to-market approach, engagement frameworks, and fee structures   Partner with the Access Acceleration C