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
- Lead end-to-end deal execution, including sourcing, underwriting, and portfolio work.
- Build and scale proprietary M&A agents and AI product suite.
- Collaborate with leadership to shape investment strategy, philosophy, theses, and capital allocation.
- Present acquisition opportunities and recommendations with detailed financial models and analysis.
- Oversee financial, operational, commercial, product, and technical diligence with full autonomy.
- Manage relationships with founders, entrepreneurs, and stakeholders throughout the acquisition process.
- Collaborate with internal teams (finance, legal, operations) for successful integration.
- Assist in the finance, operations, and integration of newly acquired businesses.
Requirements
- Seasoned M&A and/or investment professional with 6+ years of experience in M&A, private equity, investment banking, corporate development, or strategic finance.
- Strategic thinker capable of identifying growth opportunities and contributing to long-term vision.
- Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle.
- Agile generalist comfortable in a fast-paced environment managing multiple deals across industries.
- Strong academic record from a competitive institution with a degree in Business or Finance.
- Deep interest in technology and learning about diverse businesses.
- 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 for interacting with stakeholders at all levels.
- Ability to translate high-level objectives into actionable work plans and strategies.
- High attention to detail, 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.
Skills
- Mergers and acquisitions
- Private equity
- Investment banking
- Corporate development
- Strategic finance
- Financial modeling
- Financial analysis
- Diligence process
- Stakeholder management
- M&A agents
- AI product suite
- Technology
- VMS
- Software
- Buy-and-build model
Location
- Toronto
- San Francisco
- New York
Work Type
- Full-time
Experience Level
- 6+ years of experience
Education Level
- Degree in Business or Finance
Benefits
- 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.
- Operate in an 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 buy/hold 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 at Beacon Software: Humility, Honesty, Hunger, Horizon.
- We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.
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.
