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The Investment Lead will manage the acquisition process, analyze financial data, lead M&A diligence, and collaborate with team members and external advisors.
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.
We are growing our team in Toronto, San Francisco, and New York. Apply below.
Deal Execution - Start to Finish
At Beacon the investment process will provide you exposure to three parts of being an investor:
- Sourcing & Selling (5%)
- Underwriting and Execution (75%)
- Governance/Monitoring/Portfolio Work (20%)
The other main functions of the role include:
- Collaborate with Beacon’s Investment Directors, executive team and value creation team to evaluate and close acquisitions.
- Lead and manage conversations and 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 conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for the Investment Committee and crafting 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.
- A strong understanding of technology and a passion for the software industry.
- Minimum 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 VMS, software, and technology is a plus.
- Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
- 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.
- 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.
- Dedicated mentor
- 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.
Our Values at Beacon Software
- 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.
Top Skills
Finance
M&A
Operational Models
Technology Analysis
Valuation
Beacon Software Toronto, Ontario, CAN Office
2 Bloor St W, Toronto, ON , Canada, M7A 2T2
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