Investment Director

Beacon Software Inc

$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in M&A, private equity, investment banking, or corporate development.
  • Strategic thinker with a focus on growth opportunities.
  • Proven experience in leading and closing M&A transactions.
  • Agile generalist, adept at managing multiple deals simultaneously.
  • Strong academic background in Business or Finance.
  • Deep interest and understanding of technology and diverse industries.
  • Familiarity with buy-and-build models and experience in software/technology preferred.

Responsibilities

  • Lead the end-to-end deal process overseeing diligence across financial, operational, and technical aspects.
  • Build and scale M&A agents and AI product offerings.
  • Collaborate with leadership to shape investment strategies and capital allocation.
  • Present acquisition opportunities with detailed financial analysis to leadership.
  • Manage relationships with founders and stakeholders during acquisitions.
  • Ensure successful integration of acquired companies across internal teams.
  • Assist in the finance and operations of newly acquired businesses.

Benefits

  • Direct learning from entrepreneurs who scaled businesses to major IPOs.
  • Collaboration with Silicon Valley technology teams for diligence.
  • Work in a dynamic, initiative-driven environment.
  • Development of interpersonal and presentation skills.
  • Unique culture blending high-growth technology startup and private equity investment.
Full Job Description
Responsibilities

Deal Execution - Start to Finish

At Beacon, the investment process will provide you exposure to three parts of being an investor:
  1. Sourcing & Selling (15%)
  2. Underwriting and Execution (70%)
  3. Portfolio Work (15%)

The other main functions of the role include:
  • Building and scaling our proprietary M&A agents and AI product suite
  • Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan.
  • Present acquisition opportunities and recommendations to Beacon's leadership, providing detailed financial models and analysis to support your recommendations.
  • Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy.
  • Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process.
  • Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies.
  • Assist in the finance, operations, and integration of newly acquired businesses.
Qualifications
  • Seasoned M&A and / or investment professional with 6+ years of experience in mergers and acquisitions, private equity, investment banking, corporate development or strategic finance.
  • Strategic thinker who can identify growth opportunities and contribute to Beacon's long-term vision of building a generational software holding company.
  • Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration.
  • Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously.
  • Strong academic record from a competitive institution with a degree in Business or Finance.
  • Deep interest in technology and learning about different businesses across diverse industries.
  • Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
  • 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.
  • Possesses a growth mindset, consistently seeking personal and process improvement.
What You Will Get From Beacon
  • 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.

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