Investment Director at Beacon Holdings | CA, US | Rezi

Investment Director at Beacon Holdings

Investment Director

Beacon Holdings · CA, US

6 days ago

Investment Director

Beacon Holdings · CA, US

7 days ago
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About the Role

Beacon is building the essential technology infrastructure for the everyday economy by acquiring, operating, and growing vertical market software companies. We invest in founder-built businesses, accelerate their growth with an AI-native platform, and hold them permanently.

Responsibilities

  • Manage the end-to-end deal process, including financial, operational, commercial, product, and technical diligence.
  • Source and execute M&A transactions, with 70% of the role focused on underwriting and execution.
  • 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.
  • Manage relationships with founders, entrepreneurs, and other stakeholders.
  • Collaborate with internal teams (finance, legal, operations) for successful integration.
  • Assist in the finance, operations, and integration of newly acquired businesses.

Requirements

  • Minimum of 6 years of experience in M&A, private equity, investment banking, corporate development, or strategic finance.
  • Proven experience leading and closing M&A transactions from sourcing to integration.
  • Ability to identify growth opportunities and contribute to long-term company vision.
  • Comfortable working in a fast-paced environment and managing multiple deals simultaneously.
  • Strong academic record with a degree in Business or Finance from a competitive institution.
  • Deep interest in technology and diverse industries.
  • Familiarity with a buy-and-build model and experience in VMS, software, or 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.
  • High attention to detail, ability to manage multiple priorities, and meet deadlines.
  • Extremely organized.
  • Conduct interactions with integrity and trust.
  • Possess a growth mindset with a focus on continuous improvement.

Skills

  • M&A
  • Private Equity
  • Investment Banking
  • Corporate Development
  • Strategic Finance
  • Financial Modeling
  • Deal Execution
  • Diligence (Financial, Operational, Commercial, Product, Technical)
  • Relationship Management
  • AI
  • Technology
  • Vertical Market Software (VMS)

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 6+ years

Education Level

  • Bachelor's degree in Business or Finance

Benefits

  • Demonstrated interest in learning about different businesses across diverse industries.
  • Learn directly from entrepreneurs who have scaled businesses.
  • Work directly with Silicon Valley product and engineering teams.
  • 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 private equity investment firm.

About the Company

  • Beacon is building the essential technology infrastructure for the everyday economy.
  • We acquire, operate, and grow vertical market software companies.
  • Our model is to buy great businesses, invest in their growth, and hold them permanently.
  • We are technology entrepreneurs and operators focused on overlooked, profitable industries.
  • Beacon is backed by diverse investors with over $550M raised.
  • Investors include General Catalyst, Lightspeed, D1 Capital, CPMG, and family offices of founders from Stripe, DoorDash, and Ramp.

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.