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.
