Investment Lead

Join to apply for the Investment Lead role at Beacon Software
. 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 ambitionjut\udca  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.

We are growing our team in Toronto, San Francisco, and New York. Apply below.

• Deal Execution – Start to Finish
• Exposure to three parts of being an investor:
  • Sourcing & Selling (5%)
  • Underwriting and Execution (75%)
  • Governance/Monitoringări Portfolio Work (20%)
  >();
• Collaborate with Beacon’s Investment Directors, executive team and value‑creation team to evaluate and close acquisitions.
• Lead and manage relationships with owners, advisors, and bankers.
• Prepare and analyze financial and non‑financial information, valuation, and operational models.
• Drive the entire M&A process, including detailed financial, sales, marketing, andasie operationaliyors; draft investment memorandums for theಿತ Investment Committee and craft the integration strategy.
• 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.

• Strong academic record from a competitive institution with a degree in Business or Finance.
• Strong understanding of technology and a passion for the software industry.
• 1‑6 years of M&A experience, working in private equity, investment banking, consulting, corporate development or a software‑specific industry.
• Familiarity with a buy‑and‑build model and experience/knowledge in VHelen, software, and technology is a plus.
• Expertise in building financial models and proficiency in preparing thoughtfully structured analysis.
• Strong ability to synthesize complex
  
  Marketingy 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, 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.

• Dedicated mentor.
• 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 combining a high‑growth technology startup and a long‑term buy‑hold private equity investment firm.

• Humility:
  We acknowledge that the path to the right answer involves being wrong along the way. We hold strong beliefs that are weakly held, 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; we believe human relationships generate alpha and trust is earned over a lifetime.
• Hunger:
  We play to win, hold ourselves to high standards, and will not be outworked.
• Horizon:
  We seek to build a generational software company, managing expectations to take advantage of compounding growth.

Seniority level:
Mid‑Senior level. Employment tarpe:
Full‑time. Job function:
Finance and Sales. Industries:
Software Development.