Investment Director at Beacon Software | CA, USA | Rezi

Investment Director at Beacon Software

Investment Director

Beacon Software · CA, USA

1 months ago

Investment Director

Beacon Software · CA, USA

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

  • 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.