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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, accelerating their growth with an AI-native platform, and hold them permanently.
Responsibilities
- Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence.
- Prepare and analyze financial and non-financial information, valuation, and operational models.
- Lead and manage conversations and relationships with owners, advisors, and bankers.
- Collaborate with Beacon’s Investment Directors, executive team and value creation team to evaluate and close acquisitions.
- Build and scale proprietary M&A agents and AI product suite.
- Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax.
- Assist in the finance, operations, and integration of newly acquired businesses.
- Draft investment memorandums for the Investment Committee and craft the integration strategy.
Requirements
- Strong academic record from a competitive institution with a degree in Business or Finance.
- Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting, corporate development, or strategic finance.
- Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
- Strong ability to synthesize complex systems.
- Excellent interpersonal and communication skills to interact with stakeholders at all levels.
- Ability to translate high-level objectives into actionable work plans and strategies.
- High attention to detail, and the ability to manage multiple priorities and meet tight 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, consistently seeking personal and process improvement.
- Strong interpersonal skills to build and maintain genuine, long-term relationships.
Skills
- M&A
- Financial modeling
- Analysis
- Communication
- Interpersonal skills
- Organization
- Attention to detail
- Integrity
- Trust
- Growth mindset
- Relationship building
- Technology understanding
- Software industry passion
- Buy-and-build model familiarity
- VMS knowledge
- Software knowledge
- Technology knowledge
Experience Level
- 1-6 years
Education Level
- Degree in Business or Finance
Benefits
- 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 with potential acquisitions.
- Operate in an environment that encourages initiative and rapid development.
- Strong development of interpersonal and presentation skills.
- Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.
About the Company
- Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind.
- We acquire, operate, and grow vertical market software companies — niche, founder-built businesses serving industries that are often overlooked and too profitable to ignore.
- Our model is simple: we seek out founders who have built their business by spending years understanding their market and prioritizing their customers' specific needs.
- We buy great businesses, invest in their continued growth, and hold them permanently — accelerating that growth with an AI-native platform built specifically for vertical market software.
- No mandate to cut, flip, or roll up into something unrecognizable.
- We are not a financial firm. We are technology entrepreneurs and operators who believe the most important businesses in the world are already running quietly in industries most people never think about.
- Our job is to find them, support the people who built them, and make them better.
- Beacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game.
- Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time.
- Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant.
- Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected.
- 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
- To ensure transparency, we want candidates to know that 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.