ResponsibilitiesDeal Execution - Start to Finish
At Beacon the investment process will provide you exposure to three parts of being an investor:
- Sourcing & Selling (10%)
- Underwriting and Execution (70%)
- Portfolio Work (20%)
The other main functions of the role include:
- Building and scaling our proprietary M&A agents and AI product suite
- 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 strategic finance.
- 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- 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.
