Investment Director

Beacon is building the essential technology infrastructure for the everyday economy. It acquires, operates, and grows vertical market software companies, niche founder-built businesses serving overlooked industries. Beacon buys businesses, invests in their growth, and holds them permanently, accelerating growth with an AI-native platform built for vertical market software. Beacon is backed by investors with $550M+ raised to date.

Responsibilities

Sourcing & Selling (15%); Underwriting and Execution (70%); Portfolio Work (15%); Building and scaling our proprietary M&A agents and AI product suite; Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan; Present acquisition opportunities and recommendations to Beacon's leadership, providing detailed financial models and analysis to support your recommendations; Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy; Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process; Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies; 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 mergers and acquisitions, private equity, investment banking, corporate development or strategic finance; Strategic thinker who can identify growth opportunities and contribute to Beacon's long-term vision of building a generational software holding company; Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration; Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously; Strong academic record from a competitive institution with a degree in Business or Finance; Deep interest in technology and learning about different businesses across diverse industries; Strong ability to synthesize complex systems; Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets; 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; Possesses a growth mindset, consistently seeking personal and process improvement

Nice to have

Familiarity with a buy-and-build model; Experience/knowledge in VMS, software, and technology

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 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