Investment Lead at Beacon Software | CAN | Rezi

Investment Lead at Beacon Software

Investment Lead

Beacon Software · CAN

1 months ago

Investment Lead

Beacon Software · CAN

2 months ago
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About the Role

Beacon Software is a permanent capital holding company that acquires and grows essential businesses. We are a profitable series B+ firm combining technologists, operators, and M&A professionals to accelerate the growth of our portfolio companies. We are supported by capital from top-tier investors and founders of leading technology companies.

Responsibilities

  • Oversee the deal execution process from start to finish.
  • Gain exposure to sourcing, selling, underwriting, execution, governance, monitoring, and portfolio work.
  • Collaborate with Investment Directors, the executive team, and the value creation team to evaluate and close acquisitions.
  • Lead and manage relationships with owners, advisors, and bankers.
  • Prepare and analyze financial and non-financial information, valuation, and operational models.
  • Drive the M&A process, including conducting detailed diligence (financial, sales, marketing, operational), drafting investment memorandums, and crafting integration strategies.
  • Manage diligence processes and engage with internal/external advisors (legal, technology, HR, tax).
  • Assist in the finance, operations, and integration of newly acquired businesses.

Requirements

  • Strong academic record from a competitive institution with a degree in Business or Finance.
  • Strong understanding of technology and a passion for the software industry.
  • Minimum 1-6 years of M&A experience in private equity, investment banking, consulting, corporate development, or a software-specific industry.
  • Familiarity with a buy-and-build model.
  • Experience/knowledge in VMS, software, and technology is a plus.
  • Expertise in building financial models and preparing structured analysis.
  • Strong ability to synthesize complex systems.
  • Excellent interpersonal and communication skills for interacting with stakeholders at all levels.
  • Ability to translate high-level objectives into actionable work plans and strategies.
  • High attention to detail and ability to manage multiple priorities and meet 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, seeking personal and process improvement.
  • Strong interpersonal skills to build and maintain genuine, long-term relationships.

Skills

  • Financial modeling
  • Analysis
  • M&A process management
  • Diligence
  • Financial analysis
  • Valuation
  • Operational modeling
  • Communication
  • Interpersonal skills
  • Organization
  • Integrity
  • Trust building
  • Strategic planning
  • Problem-solving

Location

  • Toronto
  • San Francisco
  • New York

Work Type

  • Full-time

Experience Level

  • 1-6 years

Education Level

  • Degree in Business or Finance

Benefits

  • Dedicated mentor
  • Opportunity to learn directly from entrepreneurs who have scaled businesses
  • Work directly with Silicon Valley product and engineering teams
  • Environment that encourages initiative and rapid development
  • Strong development of interpersonal and presentation skills
  • Unique work environment combining a high-growth technology startup and a long-term private equity investment firm

About the Company

  • 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 businesses 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.
  • Our Values: Humility, Honesty, Hunger, Horizon.
  • We seek to build a generational software company.

Equal Opportunity

  • Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.
  • AI does not make hiring decisions: Every application is reviewed by a member of our team, and all decisions throughout the process are made by humans.
  • We use AI to support efficiency and consistency, not to replace human judgment.
  • We are committed to a fair, thoughtful, and equitable experience for every candidate.