Investment Lead

Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of business we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.

We growing our team in Toronto, San Francisco, and New York. Apply below.

Responsibilities

Deal Execution - Start to Finish

At Beacon the investment process will provide you exposure to three parts of being an investor:

• Sourcing & Selling (5%)
• Underwriting and Execution (75%)
• Governance/Monitoring/Portfolio Work (20%)
  
  

The other main functions of the role include:

• Collaborate with Beacon's Investment Directors, executive team and value creation team to evaluate and close acquisitions.
• Lead and manage conversations and relationships with owners, advisors, and bankers.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for the Investment Committee and crafting the integration strategy.
• Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.
  
  

Qualifications

• Strong academic record from a competitive institution with a degree in Business or Finance.
• A strong understanding of technology and a passion for the software industry.
• Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting corporate development or a software-specific industry.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets.
• Ability to translate high level objectives into actionable work plans and strategies.
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
• Extremely organized.
• Conduct interactions with a high level of integrity and trust.
• Advanced written and verbal communication skills.
• Demonstrated interest in learning about different businesses across diverse industries.
• Possesses a growth mindset, consistently seeking personal and process improvement.
  
  

Strong interpersonal skills to build and maintain genuine, long-term relationships.

What You Will Get From Beacon

• Dedicated mentor
• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• Operate in an environment that encourages initiative and rapid development.
• Strong development of interpersonal and presentation skills
• Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.